For those who:
Effective on or about September 24, 2018, ISC:CIG 50121
Sentry U.S. Equity Income Currency Neutral Private Pool Class aims to provide capital growth and income over the long-term, while minimizing the pool’s exposure to foreign currency fluctuations against the Canadian dollar, by investing substantially all of its assets in securities of its underlying pool, Sentry U.S. Equity Income Private Trust and using derivatives to hedge against fluctuations in the foreign currency exposure of the portfolio. The underlying pool invests primarily in dividend-paying U.S. equity securities.
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.