Investor suitability

For those who:

  • are willing to accept a medium degree of risk
  • are seeking a regular source of income and the potential for long-term capital appreciation
  • are seeking to add diversification to their investment portfolio
  • 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
Mid cap mid cap value icon
Small cap small cap value icon

Notes

Effective on or about September 24, 2018, CIG 58221

Fund overview

Sentry Small/Mid Cap Income Fund aims to provide consistent monthly income and capital appreciation by investing in equity securities of small and medium capitalization companies and trusts, as well as preferred securities and convertible debentures and, to a lesser extent, other interest bearing securities, such as bonds, bills or bankers' acceptances.


Fund facts (2018-09-30)

Fund codes

CIG58221

Inception date

2015-03-25

Investment type

Mutual funds

Total # holdings

58

Number of issuers (equities)

58

Income distribution

Monthly

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