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Sentry Investments and Sun Life Global Investments expand partnership with three new funds

TORONTO, ON--(Marketwired - February 03, 2015) - Sentry Investments ("Sentry") is pleased to announce that Sun Life Global Investments is expanding our existing partnership and launching three new Sentry sub-advised funds:

  • Sun Life Sentry Global Mid Cap Fund
  • Sun Life Sentry Conservative Balanced Fund
  • Sun Life Sentry Infrastructure Fund

Dennis Mitchell, Executive Vice-President and Chief Investment Officer, will manage the Sun Life Sentry Global Mid Cap Fund; Michael Simpson, Senior Vice-President and Senior Portfolio Manager, and James Dutkiewicz, Chief Investment Strategist and Senior Portfolio Manager, will manage the Sun Life Sentry Conservative Balanced Fund; and Gajan Kulasingam, Portfolio Manager, will manage the Sun Life Sentry Infrastructure Fund. These investment professionals are part of a larger team at Sentry that has been widely recognized for its consistent and disciplined investment process. 

"We're excited to build on our partnership with Sun Life Global Investments and offer our disciplined investment approach to even more Canadian investors," said Dennis Mitchell. "Our goal remains the same: delivering superior, risk-adjusted returns, with an emphasis on income."

Sentry first partnered with Sun Life Global Investments in 2013, as sub-advisor to the Sun Life Sentry Value Fund. The fund was included in the Sun Life Managed Income and Sun Life Managed Enhanced Income Portfolios, led by Sadiq S. Adatia, Chief Investment Officer, Sun Life Global Investments. These portfolios consist of a multi-manager, fund-of-fund platform built primarily with income-generating mutual funds. The Sun Life Managed Income Portfolios currently include investments in Sun Life Sentry Value Fund, Sentry REIT Fund and Sentry Infrastructure Fund.

"We value our partnership with Sentry Investments and are thrilled to expand our product suite together," said Sadiq S. Adatia, Chief Investment Officer, Sun Life Global Investments. "We share the common goal of managing risk and bringing innovative investment solutions to Canadian investors. The addition of the global mid cap, conservative balanced and infrastructure mandates is a natural extension of our growing product suite, offering greater diversification and selection."


Sentry Investments was founded in 1997 and is one of Canada's fastest-growing independent asset management companies. Sentry manages over $16 billion in assets on behalf of more than 450,000 Canadian investors. Sentry offers a diverse range of award-winning investment products available through financial advisors, including domestic and global mutual funds, and separately managed accounts.


Sun Life Global Investments (Canada) Inc. brings together the strength of one of Canada's most trusted names in financial services with some of the best asset managers from around the world. With a focus on risk management, our rigorous selection and monitoring process provides access to leading asset managers who use insight and innovation to manage high quality investment solutions for Canadian investors. Sun Life Global Investments (Canada) Inc. is a member of the Sun Life Financial group of companies. For more information, visit

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Certain statements included in this news release constitute forward-looking statements, including, but not limited to, those identified by the expressions "expect," "intend," "will" and similar expressions to the extent they relate to Sentry or the Funds. The forward-looking statements are not historical facts but reflect Sentry's current expectations regarding future results or events. These forward-looking statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations. Although Sentry believes that the assumptions inherent in the forward-looking statements are reasonable, forward-looking statements are not guarantees of future performance and, accordingly, readers are cautioned not to place undue reliance on such statements. Sentry undertakes no obligation to update publicly or otherwise revise any forward-looking statement or information whether as a result of new information, future events or other such factors which affect this information, except as required by law. For a complete disclosure record of the Funds and the Sentry Group of Funds, please visit their respective profiles at

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)
1-888-246-6656 or 416-861-8729
416-364-1197 (FAX)

For media inquiries, please contact:
Lauren MacGillivray
Tel: 647-238-3973

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 (