Investor suitability

For those who:

  • are willing to accept a medium degree of risk
  • are seeking a regular source of income and capital appreciation
  • are seeking to add global exposure to their investment portfolio
  • are not concerned with short-term price fluctuations
  • are planning to hold their investment for the medium to long term.

Investment style

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

Notes

Effective on or about September 24, 2018, CIG 58253

Fund overview

Sentry Global Mid Cap Income Fund's investment objective is to provide regular income and capital appreciation by investing primarily in a diversified portfolio of medium capitalization companies from around the globe.


Fund facts (2018-08-31)

Fund codes

CIG58253

Inception date

2015-06-10

Investment type

Mutual funds

Total # holdings

43

Number of issuers (equities)

42

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