TORONTO, ON--(Marketwired - January 27, 2016) - Sentry Investments ("Sentry") is pleased to announce it was recognized with four A+ Awards at Fundata Canada's 2015 FundGrade A+ Awards, held on January 21 in Toronto.
The annual FundGrade A+ Awards identify funds with not only the best risk-adjusted returns but also those demonstrating the highest level of consistency through an entire calendar year. Fundata is a leading provider of data on Canadian investment funds.
"We're very honoured to have these four funds recognized once again with A+ awards," said Sandy McIntyre, Vice-Chairman and Chief Investment Officer, Sentry Investments. "This is the second consecutive year that these four funds have been recognized by Fundata; we believe this is the result of Sentry's focus on delivering superior risk-adjusted returns using our consistent and disciplined investment process."
The following Sentry mutual funds received Fundata's A+ rating:
|Sentry Canadian Income Fund||Michael Simpson and Aubrey Hearn|
|Sentry Growth and Income Fund||Michael Simpson and James Dutkiewicz|
|Sentry Precious Metals Fund*||Kevin MacLean and Jon Case|
|Sentry Small/Mid Cap Income Fund||Aubrey Hearn and Michael Simpson|
*Formerly Sentry Precious Metals Growth Fund
Three of this year's winners -- Sentry Canadian Income Fund, Sentry Growth and Income Fund, and Sentry Small/Mid Cap Income Fund -- also won FundGrade A+ awards in 2012 and 2013. Sentry Precious Metals Fund also won in 2012.
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.
FundGrade is an objective and completely quantitative measure that is based on a minimum of two -- and up to -- 10 years of a fund's historical track record. The FundGrade rating system assigns grades ranging from an "A" to an "E." For a fund to score a FundGrade "A" rating, the fund must substantially outperform its peers by finishing in the top 10% within its category in a given month. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded an A+ rating.
SENTRY INVESTMENTS INC.
Sentry Investments was founded in 1997 and is one of Canada's fastest-growing independent asset management companies. Sentry manages approximately $18 billion in assets on behalf of more than 500,000 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.
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.
The FundGrade rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a Canadian investment funds data and analytics company. The FundGrade A+ Rating is a supplemental calculation to the monthly FundGrade ratings and is performed at the end of each calendar year. It identifies funds that have consistently demonstrated the best risk-adjusted returns through an entire calendar year. Eligible funds must have received a FundGrade rating every month in the previous year. FundGrade ratings change monthly. FundGrade uses the fund classification standards that have been defined by the Canadian Investment Funds Standards Committee (CIFSC). Funds are ranked and graded within CIFSC categories. For more information on the rating system, please visit www.fundata.com.
Performance for Sentry Canadian Income Fund for the period ended December 31, 2015 is as follows: 0.1% (1 year), 11.2% (3 years), 10.2% (5 years), 8.4% (10 years) and 11.9% (since inception on February 15, 2002). Performance for Sentry Growth and Income Fund for the period ended December 31, 2015 is as follows: -4.4% (1 year), 7.7% (3 years), 7.7% (5 years), N/A (10 years) and 7.9% (since inception on August 21, 2008). Performance for Sentry Precious Metals Fund for the period ended December 31, 2015 is as follows: -6.8% (1 year), -22.5% (3 years), -19.9% (5 years), 2.7% (10 years) and 5.4% (since inception on December 24, 1997). Performance for Sentry Small/Mid Cap Income Fund for the period ended December 31, 2015 is as follows: -0.2% (1 year), 15.3% (3 years), 13.5% (5 years), 12.9% (10 years) and 12.5% (since inception on July 28, 2005).
Sentry Investments Inc.
Commerce Court West
199 Bay Street, Suite 2700
P.O. Box 108
Toronto, ON M5L 1E2
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).