For those who:
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.
2016-07-04
Asset Allocation
Annually
$500 initial/$25 additional