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Sentry U.S. Monthly Income Series A

Ranked 765 out of 877 in - US over 12 months
All calculations are in USD unless stated

Objective

The Funds investment objective is to provide investors with stable income and long-term capital appreciation by investing in a diversified portfolio consisting primarily of U.S. equity and fixed-income securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 765/877 Total Return
  • Rank 20/877 Standard Deviation
  • Rank 531/877 Max Drawdown
Fund Name Currency Return
763 Meritas US Equity Series A USD

15.4%

764 LO Funds - US Equity Factor Enhanced SH (GBP) MA

Currency exposure is hedged

Currency exposure is hedged

GBP

15.3%

765 Sentry U.S. Monthly Income Series A USD

15.3%

766 Macquarie MS Equities North America T USD

15.1%

767 US Mid Cap A USD

15.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.8% 4.4% 2.4%
2016 7.2% 0.9% 1.1% 3.4% 1.7%
2015 -3.1% -0.8% -0.2% -5.5% 3.6%
2014 7.6% 2.1% 3.0% -1.1% 3.5%
2013 1.4% 3.0% 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date04/03/2013
  • Share Class size213Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.85%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).