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Sentry Investments awarded 2011 Lipper Best Equity Fund Family Award
2011-04-12

TORONTO: Sentry Investments (“Sentry”) is pleased to announce that it has been recognized as Canada’s Best Equity Fund Family by Lipper.1 The Lipper Fund Awards program recognizes fund families with high average scores for all funds within a particular asset class or overall.

“This award provides third-party validation of why investment advisors are choosing Sentry Funds. To be recognized as having the best group of equity mutual funds above other esteemed investment managers in the Canadian marketplace is an incredible accomplishment. We’re extremely proud and honoured,” said John Driscoll, Chairman and Chief Executive Officer of Sentry Investments.

Sandy McIntyre, President and Chief Investment Officer of Sentry Investments, added the following, “Providing better risk-adjusted returns is the goal of our common investment process. We’ve assembled a group of industry-leading portfolio managers and have provided them with the freedom to manage independently. The Best Equity Fund Family award is a direct result of a shared index-agnostic investment philosophy that has delivered superior returns with lower volatility.”

From Sentry’s award-winning equity fund family, three mutual funds also received individual recognition. They captured five 2011 Lipper Awards1 for delivering consistently strong risk-adjusted returns compared to their peers:

  • Sentry Precious Metals Growth Fund, managed by Kevin MacLean and Peter Bures, earned the award for the best fund over one, three and five years in the precious metals equity category. The Fund has now been honoured with seven Lipper Awards since 2007, as well as Best Precious Metals Equity Fund at the 2010 Morningstar Canadian Investment Awards. Kevin also won back-to-back Brendan Wood International TopGun Awards in 2009 and 2010.

  • Sentry Diversified Total Return Fund, managed by Andrew McCreath and John Kim, earned the award for the best fund over three years in the Canadian focused equity category. This validates the Fund’s consistently strong results, including #1 ranking in risk-adjusted returns over three and five years in the Canadian focused equity category.2

  • Sentry Canadian Resource Class, managed by Kevin MacLean, Laura Lau and Mason Granger, earned the award for the best fund over one year in the natural resources equity category.

Sentry Investments: Sentry Investments is a Canadian asset management company with approximately $7 billion in assets under management on behalf of Canadian investors. We offer a diverse range of investment products including mutual funds, hedge funds, flow-through limited partnerships and other alternative investment products. Sentry Investments was recognized as Canada’s Best Equity Fund Family at the Lipper Fund Awards 2011 and was one of only four companies in 2010 to receive the prestigious Brendan Wood International TopGun Asset Management Team Award.

1Lipper and Lipper corporate marks are proprietary trademarks of Lipper, a Thomson Reuters Company. © 2011 Thomson Reuters. All rights reserved. Any copying, republication or redistribution of Lipper content is expressly prohibited without the prior written consent of Thomson Reuters.

2Source: Morningstar, as at February 28, 2011


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 (www.sedar.com).