Investor suitability

For those who:

• are willing to accept a low to medium degree of risk
• are born between the years of 1941 and 1945 and are seeking inflation-adjusted income (or seeking inflation-adjusted income similar to that of an investor born between the years of 1941 and 1945) and seeking the potential for capital appreciation
• are planning to hold your investment for the long term

Fund overview

Sentry Real Income 1941-45 Class aims to provide inflation-adjusted income and capital appreciation by primarily investing directly in nominal and real return fixed-income and/or equity securities or indirectly through an investment in securities of underlying pools that have exposure to such securities. From the pool’s inception date through until its horizon date of December 2035, an increasing proportion of the pool’s assets will be invested directly or indirectly in nominal and real return fixed-income securities. The pool is intended for those investors born between the years of 1941 and 1945.

When the pool has achieved its horizon date of December 2035, the pool will be renamed Sentry Real Income Class and will invest, directly or indirectly, in a portfolio comprised primarily of nominal and real return fixed-income securities.

Fund/ETF Facts (2023-08-31)

Minimum investment

$500 initial/$25 additional