Sun Life Sentry Value Fund
Investment objective
The Fund seeks to achieve long-term capital appreciation by investing primarily in the equity securities of Canadian and U.S. companies. The Fund may invest in securities of other mutual funds (including exchange-traded funds).
Who should invest in this fund?
This fund may be suitable for investors who:
- seek long-term capital appreciation
- are medium- to long-term investors
- are comfortable with medium investment risk
Risk profile
Fund facts
Asset class
Canadian equity
Benchmark
S&P/TSX Composite Index (TR)
Inception date
January 17, 2013
Sub-advisor
Sentry Investments Inc.
Toronto, ON
Portfolio management team
Michael R. Simpson, Vice President, Senior Portfolio Manager
Sentry Investments
