Press enter to skip to main page content

Sentry Investments honoured at the 2017 Lipper Fund Awards

TORONTO, ON--(November 9, 2017) - Sentry Investments ("Sentry") is pleased to announce that one of our mutual funds, Sentry Small/Mid Cap Income Fund (the “Fund”), was honoured at the 2017 Lipper Fund Awards. The annual Lipper awards recognize consistently strong risk-adjusted returns compared to industry peers.

Sentry Small/Mid Cap Income Fund, managed by Aubrey Hearn, was recognized as the best fund over 10 years in the Canadian Focused Small/Mid Cap Equity category. This is the fifth year in a row that the Fund has been recognized with a Lipper award.

"We’re very proud of the work our investment team does and we feel gratified to have the results of that work recognized with such a prestigious award," said Philip Yuzpe, President and Chief Executive Officer, Sentry Investments. "To have the Fund recognized 5 years in a row highlights the expertise and leadership that Aubrey and his team provide, and demonstrates the power of Sentry’s disciplined investment approach, which focuses on delivering superior long-term risk-adjusted returns."

 About Sentry Investments

Sentry Investments was founded in 1997 and manages over $17 billion in assets on behalf of more than 500,000 Canadian investors. Sentry offers a diverse range of investment products, available through financial advisors, including domestic and global mutual funds and separately managed accounts.

Sentry is an affiliate of CI Investments Inc., each a wholly-owned subsidiary of CI Financial Corp.

 About the Lipper Fund Awards

Every year, the Lipper Fund Awards honours funds and fund management firms that have excelled in consistently strong risk-adjusted performance relative to their peers, in 15 countries across the globe. Thanks to Lipper's proprietary methodology, Lipper Awards are truly performance-based and objective. Award-winning funds are selected in most individual classifications for the three-, five-, and 10-year periods and fund families with high average scores for the three-year time period. The top three-year classification and fund family winners receive trophies at the ceremonies.

Lipper, a Thomson Reuters company, is a global leader with a 40-year history of delivering mutual fund information, tools and insights. Their benchmarking and classifications are recognized as the industry standard and are supported by Thomson Reuters - the world's leading source of intelligent information for businesses and professionals.

Sentry Small/Mid Cap Income Fund was awarded the 2017 Lipper Fund Award in the Canadian Focused Small/Mid Cap Equity category for the 10-year period ending July 31, 2017 out of a total of 15 funds. The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see Although Thomson Reuters Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

Performance for Sentry Small/Mid Cap Income Fund, Series A, for the period ended October 31, 2017 is as follows: 13.0% (1 year), 11.3% (3 years), 8.0% (5 years), 14.7% (10 years) and 12.5% (since inception on July 28, 2005). The corresponding Lipper Leader ratings of the Fund for the same periods are as follows: N/A (1year), 3 (3 years), 4 (5years), 5 (10 years).

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.

Sentry, Sentry Investments and the Sentry Investments logo are trademarks of Sentry Investments Corp., a wholly owned subsidiary of CI Financial Corp.

Sentry Investments Inc., is an affiliate of CI Investments Inc., each a wholly owned subsidiary of CI Financial Corp.

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 (