A Flexible, Full-Cycle Solution
The U.S. is home to the most dominant businesses in the world and is benefiting from strong corporate balance sheets and consumer spending - this puts it in a better position to manage market uncertainty as compared to investments abroad.
In fact, investors that have allocated to the U.S. have historically been well rewarded. Over the past 30 years, the U.S. market has returned 10.4% (annualized), considerably outpacing both Canada and Europe which returned 7.7% and 7.9%, respectively1.
Sentry U.S. Monthly Income Fund is a flexible, full-cycle investment solution that is built to perform through volatile markets. The fund has the ability to allocate between 25-75% in both equity or fixed income, providing access to high-quality U.S. securities overseen by an experienced manager with a proven track-record of success – as evidenced by its considerable peer-relative outperformance and Morningstar 5-star rating.
While U.S. domiciled, the fund's equity holdings are globally diversified, generating approximately 45% of their revenues from abroad, meaning investors benefit from market growth as well as the stability of U.S. establishment in the form of political stability, strict accounting standards, and rule of law. With a dedicated allocation to fixed income, the fund delivers this growth with less risk.
Features & Key Benefits
Focused on quality, cash flow and capital preservation, not trends or momentum
Flexibility to tactically shift between 25-75% in both stocks and bonds
Index agnostic, high conviction approach has led to superior results
The Value of Being Different
Fund vs. Peer Group
|As at December 31, 2019||1 Year||3 Year||5 Year||Since Inception*|
|Sentry U.S. Monthly Income Fund Series F||17.1%||9.5%||10.1%||12.4%|
|Global Equity Balanced category||14.7%||6.0%||5.9%||7.5%|
Source: Morningstar Direct, as at December 31, 2019
*Sentry U.S. Monthly Income Fund Series F inception date: March 4, 2013