Investor suitability

For those who:

  • are willing to accept a low degree of risk
  • are seeking a regular source of income and the potential for capital appreciation
  • are planning to hold your investment for the medium to long term

Fund overview

Sentry Conservative Balanced Income Class aims to provide stable income and long-term capital appreciation by investing substantially all of its assets in securities of Sentry Conservative Balanced Income Fund. The underlying fund invests primarily in a conservative diversified portfolio of Canadian fixed-income and income-oriented equity securities.


Fund facts (2020-05-29)

Inception date

2015-03-25

Asset class

Canadian Balanced

Total # holdings

102

Number of issuers (equities)

2

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000