Investor suitability

For those who:

  • are seeking a balance of regular income and the potential for long-term capital appreciation through an investment in the Canadian energy sector
  • are not concerned with short-term price fluctuations
  • are planning to hold their investment for the long term.

Investment style

  VALUE BLEND GROWTH
Large cap large cap value icon
Mid cap mid cap value icon
Small cap small cap value icon

Notes

Sentry Energy Fund (Formerly, Sentry Energy Growth and Income Fund) Series X specific data and performance are provided for informational purposes only and are not intended for trading purposes. This information shall not be construed as a sales communication. Series X securities are not qualified for distribution under any prospectus.

Fund overview

Fund aims to provide consistent income and long-term growth by investing primarily in equity securities of Canadian companies involved in the energy sector


Fund facts (2018-04-30)

Fund codes

NCE 1029

Inception date

2009-02-24

Investment type

Mutual funds

Total # holdings

35

Income distribution

Monthly

RRSP eligible

Yes

Minimum investment

The initial minimum amounts for investment in a Fund are: $500 for Series A, Series T, Series B, Series BT, Series F and Series FT securities; $100,000 for Series O and Series O8 securities; and $5,000,000 or an amount we determine, at our discretion, for Series I securities.

Growth of $10,000 invested