Investor suitability

For those who:

  • are willing to accept a low degree of risk
  • are seeking a regular source of current income and capital preservation
  • are seeking to add global exposure to your investment portfolio
  • are planning to hold your investment for the long term

Fund overview

Sentry Defensive Income Portfolio aims to provide current income and capital preservation with the potential for capital appreciation by investing prudently in an actively managed, diversified portfolio consisting primarily of global fixed-income and equity securities.

Fund facts (2020-06-30)

Inception date


Asset class

Asset Allocation

Total # holdings


Number of issuers (equities)


Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000