Investor suitability

For those who:

  • are willing to accept a low to medium degree of risk
  • are born between the years of 1946 and 1950 and are seeking inflation-adjusted income (or seeking inflation-adjusted income similar to that of an investor born between the years of 1946 and 1950) and seeking the potential for capital appreciation
  • are planning to hold your investment for the long term

Fund overview

Sentry Real Income 1946-50 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 2040, 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 1946 and 1950.

Within six (6) months after the pool’s horizon date, it is expected that the pool will, with the prior approval of the independent review committee and on written notice to investors, be combined with Sentry Real Income 1941-45 Class (to be renamed Sentry Real Income Class). Sentry Real Income Class will invest, directly or indirectly, in a portfolio comprised of nominal and real return fixed-income securities.


Fund/ETF Facts (2024-02-29)

Inception date

2016-07-04

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial/$25 additional

Growth of $10,000