Sentry Canadian Income Fund
Growth and Income with Less Volatility
Conservative Positioning for What Lies Ahead
After a near decade-long bull market in which many investors rode the wave and gravitated away from fundamentally-driven investing, we may now be nearing an inflection point. The re-emergence of volatility in early 2018 shook many investors out of complacency and forced them to take a hard look at current allocations. If you or your clients are looking for shelter as we move into increasingly uncertain markets, this fund warrants serious consideration.
Market Volatility CBOE Volatility (VIX) Index
Downside Protection is Paramount
Stock selection focused on the highest-quality companies with attractive income characteristics has allowed the fund to weather each of the market sell-offs over the past 10 years and significantly outperform.
Market Sell-Offs of 5% or More
|Peak||Trough||Index Return (%)2||Fund Return (%)|
Source: Morningstar Direct, as of June 30, 2018. 2 S&P/TSX Composite Index
10 Year Return
Source: Morningstar Direct, as of June 30, 2018.
Key Reasons to Invest
- One of Sentry’s most conservative equity funds focused on cash flow and dividend growth
- Volatility minimization through disciplined, high-quality stock selection
- Long track record of outperformance versus benchmark with considerable downside protection
Fund Size$4.1 billion
Inception DateJuly 28, 20051
12 Mth Dist. Yield4.1%1
Evidence shows that our insistence on income – and specifically on dividend growers – has been historically rewarded in the market.
5-Year Dividend Growth Rates
- 5-Year Dividend Growth Rates
|1 Year||3 Year||5 Year||10 Year||Since Inception||Inception Date|
|Sentry Canadian Income Fund – Series A||2.02%||3.69%||7.48%||7.75%||10.81%||2002-02-15|
|Sentry Canadian Income Fund – Series F||3.15%||4.94%||8.86%||9.15%||9.30%||2005-07-28|
|S&P/TSX Composite Index||10.41%||6.95%||9.25%||4.24%|
Source: Morningstar Direct, as at June 30, 2018.