Investor suitability

For those who:

  • are seeking a balance of income and long-term capital appreciation
  • are planning to hold their investment for the long term.

Investment style

Large cap large cap value icon
Mid cap mid cap value icon
Small cap small cap value icon

Fund overview

The Pool is North American focused, built on a foundation of Canadian investment-grade, fixed-income investments complemented by Canadian and U.S. equities. The portfolio managers also invest in global high-yield fixed income in order to enhance diversification and improve yield in different interest-rate environments.

Fund facts (2018-02-28)

Fund codes

NCE 55022

Inception date


Investment type

Private pools

Total # holdings


Number of issuers (equities)


Income distribution


Minimum investment

The minimum investment amount for the Sentry Private Pools and Sentry Real Income Managed Portfolios is $100,000; that minimum is waived if members of a household collectively invest $250,000 with Sentry. The minimum to participate in the Sentry Real Income Custom Solution is $250,000.

Bond characteristics

Yield to worst:

3.5 %

Modified duration:

6.4 years

Average credit rating (S&P):


( Source: Bloomberg, Standard & Poor's, Sentry Investments As at 2018-02-28)

Growth of $10,000 invested