Sentry Investments honoured at the 2014 Lipper Fund Awards


TORONTO, ON--(Marketwired - November 06, 2014) - Sentry Investments ("Sentry") is pleased to announce that three of our mutual funds were honoured at the 2014 Lipper Fund Awards yesterday evening. Sentry Precious Metals Growth Fund captured two awards while Sentry Small/Mid Cap Income Fund and Sentry Canadian Income Fund each won an award. The annual Lipper awards recognize consistently strong risk-adjusted returns compared to industry peers.

"We're very honoured to have our funds recognized with Lipper Fund Awards," said Dennis Mitchell, Executive Vice-President and Chief Investment Officer, Sentry Investments. "Our strong history at these awards underlines Sentry's focus on achieving superior risk-adjusted returns using our consistent, disciplined investment process."

More about the three award-winning funds:

  • Sentry Canadian Income Fund (Series A), managed by Michael Simpson, earned best fund over 10 years in the Canadian Dividend and Income Equity category. The Fund is a five-star Morningstar-rated fund, and is also a top-quartile performer in the Canadian Focused Equity category in both absolute and risk-adjusted terms over one, three, five and 10 years, and since its inception (February 15, 2002).* It has also won Fundata FundGrade A+ Awards every year since 2011.
  • Sentry Small/Mid Cap Income Fund (Series A), managed by Aubrey Hearn, was recognized as best fund over five years in the Canadian Focused Small/Mid Cap Equity category. The Fund is a five-star Morningstar-rated fund, and is a top-quartile performer in its category in both absolute and risk-adjusted terms over one, three and five years, and since its inception (July 28, 2005).* It has also won Fundata FundGrade A+ Awards every year since 2011.
  • Sentry Precious Metals Growth Fund (Series A), managed by Kevin MacLean, was recognized as the best fund over five and 10 years in the Precious Metals Equity category. 

Sentry Investments 

Sentry Investments was founded in 1997 and is one of Canada's fastest-growing independent asset management companies. Sentry manages over $15 billion in assets on behalf of more than 400,000 Canadian investors. Sentry offers a diverse range of award-winning investment products available through financial advisors, including domestic and global mutual funds, and separately managed accounts. Sentry is one of only three firms to receive five consecutive Brendan Wood Canadian International TopGun Asset Management Team Awards (2009 to 2013).

About the Lipper Fund Awards 

The Lipper Fund Awards are held annually in 13 countries worldwide, honouring funds that have outperformed peers based on risk-adjusted, consistent return. In today's risk-averse environment, these widely recognized and coveted awards provide an excellent opportunity to highlight a winning fund's top performance and commitment to managing risk.

The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards and the StarMine Analyst Awards. 

* As at September 30, 2014

Sentry Canadian Income Fund was awarded the 2014 Lipper Fund Award in the Canadian Dividend and Income Equity category for the 10-year period ending July 31, 2014 out of a total of 33 funds. Sentry Small/Mid Cap Income Fund was awarded the 2014 Lipper Fund Award in the Canadian Focused Small/Mid Cap Equity category for the five-year period ending July 31, 2014 out of a total of 20 funds. Sentry Precious Metals Growth Fund was awarded the 2014 Lipper Fund Award in the Precious Metals Equity category for the five- and 10-year periods ending July 31, 2014 out of a total of 11 and 10 funds, respectively. The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Performance for Sentry Canadian Income Fund for the period ended September 30, 2014 is as follows: 19.4% (1 year), 16.3% (3 years), 15.3% (5 years), 11.3% (10 years) and 12.8%% (since inception on February 15, 2002). The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (1 year), 4 (3 years), 5 (5 years), 5 (10 years). Performance for Sentry Small/Mid Cap Income Fund for the period ended September 30, 2014 is as follows: 21.7% (1 year), 24.2% (3 years), 21.6% (5 years) and 14.1% (since inception on July 28, 2005). The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years). Performance for Sentry Precious Metals Growth Fund for the period ended September 30, 2014 is as follows: -0.7% (1 year), -23.4% (3 years), -3.4% (5 years), 8.1% (10 years) and 7.0% (since inception on December 24, 1997). The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (1 year), 3 (3 years), 5 (5 years), 5 (10 years).

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Commerce Court West
199 Bay Street, Suite 2700
P.O. Box 108
Toronto, ON M5L 1E2
Tel: 416-364-9297  
Fax: 416-364-1197  

Contact Information:

More information 
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Tel: 1-888-730-4623
Fax: 416-364-1197
info@sentry.ca
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