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Sentry US Equity Inc Cur Neutral Pvt Pool Cl Srs A

Ranked 631 out of 889 in - US over 12 months
All calculations are in USD unless stated

Managed by

Aubrey Hearn


The Pool aims to provide capital growth and income over the long-term, while minimizing the pools exposure to foreign currency fluctuations against the Canadian dollar, by investing substantially all of its assets in securities of its underlying pool, Sentry U.S. Equity Income Private Trust and using derivatives to hedge against fluctuations in the foreign currency exposure of the portfolio. The underlying pool invests primarily in dividend-paying U.S. equity securities.

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


US over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 17.0% 0.3% 7.8% 7.1% 1.0%
2016 7.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date04/07/2016
  • Share Class size01Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment25


  • Annual management1.85%

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