Press enter to skip to main page content

Sentry U.S. Monthly Income Fund recognized at 2017 FundGradeA+ awards

TORONTO, ON--(January 25, 2018) - Sentry Investments ("Sentry") is pleased to announce that  Sentry U.S. Monthly Income Fund has been recognized with a 2017 FundGrade A+ Award for its consistent, outstanding risk-adjusted performance.

 “It’s always a great honour to have a fund recognized with a FundGrade A+ award, and the recognition reinforces our focus on providing investors with superior long-term risk-adjusted returns,” said James Dutkiewicz, Chief Investment Officer, Sentry Investments. “This is the second year in a row that the fund has been recognized in the Global Equity Balanced category. We are very proud of the accomplishment and pleased to be providing investors with such consistent performance.”

The FundGrade A+ Rating is awarded annually to funds that achieve consistently high FundGrade scores. Fundata Canada's FundGrade™ ratings system helps investors select high-quality investment funds from the Canadian investment fund universe. The exclusive FundGrade ratings use an advanced risk-adjusted approach to grade the performance of each investment fund. A fund's performance is evaluated not only in terms of returns but also in terms of the amount of risk taken to generate these returns. Achieving a FundGrade A+ Rating denotes inclusion in an exclusive group, because less than 5% of the eligible investment fund products available in Canada have received a FundGrade A+ rating.


Sentry Investments was founded in 1997 and, through financial advisors in Canada, offers a diverse range of investment products, including domestic and global mutual funds, managed solutions and separately managed accounts. Sentry is an affiliate of CI Investments Inc., each a wholly-owned subsidiary of CI Financial Corp.

Winning fund

Fund Name
CIFSC Category

Fund Count

FundGrade Start Date

FundGrade Calc date

Sentry U.S. Monthly Income Fund Series A
Global Equity Balanced




Performance as of December 31, 2017 for Sentry U.S. Monthly Income Fund: 6.8% (1 year), 8.7% (3 years), N/A (5 years), N/A (10 years) and 12.0% (since inception on March 4, 2013).  

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compound total returns net of fees (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

Sentry Investments Inc.
Commerce Court West
199 Bay Street, Suite 2700
P.O. Box 108
Toronto, ON M5L 1E2

Sentry Investments
Investor Relations (broker/investor inquiries)
1-888-698-5553 or 416-506-8429
1-800-406-6596 (FAX)

Documents (including press releases) regarding the various investment funds that are managed or advised by Sentry are provided for information purposes only and cannot be relied on to be complete, exhaustive or error-free unless the complete set of documents for any given investment fund with respect to which information is being sought is reviewed and then only on SEDAR (