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 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 large cap value icon
Mid cap mid cap value icon
Small cap

Notes

Effective on or about September 24, 2018, ISC:CIG 50241

Fund overview

Sentry Global Growth and Income Fund aims to provide consistent income and capital appreciation by investing primarily in a diversified portfolio of global equities.


Fund facts (2019-01-31)

Fund codes

CIG50241

Inception date

2012-05-29

Investment type

Mutual funds

Total # holdings

37

Number of issuers (equities)

37

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