American Opportunities, Global Exposure
The U.S. is home to the most dominant businesses in the world and is benefitting from strong corporate balance sheets and consumer spending.
Not only does this make the U.S. seem more attractive relative to investment abroad, particularly when market uncertainty strikes, but investors that have allocated to the U.S. have historically been well rewarded. In fact, over the past 30 years, the U.S. market returned 10.1% (annualized), considerably outpacing both Canada and Europe that returned 7.6% and 7.9%, respectively1.
Additionally, while U.S. domiciled, these companies are globally diversified, generating approximately 40% of their revenues from abroad, meaning investors benefit from market growth and global exposure with less risk.
Sentry U.S. Monthly Income Fund provides flexible 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.
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 September 30, 2019||1 Year||3 Year||5 Year||Since Inception*|
|Sentry U.S. Monthly Income Fund Series F||7.9%||9.6%||10.9%||12.3%|
|Global Equity Balanced category||3.1%||5.2%||5.6%||7.2%|
Source: Morningstar Direct, as at September 30, 2019
*Sentry U.S. Monthly Income Fund Series F inception date: March 4, 2013