Sentry Investments Inc.



Sentry Investments Inc.

January 27, 2014 16:48 ET

Sentry Investments honoured with four awards for 2013 risk-adjusted performance

TORONTO, ONTARIO--(Marketwired - Jan. 27, 2014) - Sentry Investments ("Sentry") is pleased to announce it was recognized with four A+ Awards at the annual Fundata FundGrade A+ Awards, held on January 22 in Toronto.

The FundGrade A+ Awards identify funds with not only the best risk-adjusted returns but also those demonstrating the highest level of consistency through an entire calendar year. Fundata is a leading provider of data on Canadian investment funds.

"We're very honoured to have four of our core funds recognized with A+ awards," said Dennis Mitchell, Executive Vice-President and Chief Investment Officer, Sentry Investments. "These awards are a testament to Sentry's focus on achieving superior risk-adjusted returns using our consistent, disciplined investment process."

The following Sentry mutual funds achieved Fundata's A+ rating:

Fund: Managers:
Sentry Canadian Income Fund Michael Simpson and Aubrey Hearn
Sentry Conservative Balanced Income Fund Michael Simpson and James Dutkiewicz
Sentry Growth and Income Fund Michael Simpson and James Dutkiewicz
Sentry Small/Mid Cap Income Fund Aubrey Hearn and Michael Simpson

Three of this year's winners - Sentry Canadian Income Fund, Sentry Growth and Income Fund, and Sentry Small/Mid Cap Income Fund - also won FundGrade A+ awards in 2011 and 2012. Sentry Canadian Income Fund and Sentry Small/Mid Cap Income Fund were also recognized as the best in their categories at the 2013 Morningstar Canadian Investment Awards in November.

The FundGrade A+ Rating is awarded annually to funds that achieve consistently high FundGrade scores. Fundata Canada's FundGrade® ratings system helps investors select high-quality investment funds from the Canadian investment fund universe. The exclusive FundGrade ratings use an advanced risk-adjusted approach to grade the performance of each investment fund. A fund's performance is evaluated not only in terms of returns but also in terms of the amount of risk taken to generate these returns. Achieving a FundGrade A+ Rating denotes inclusion in an exclusive group, because less than 4% of the eligible investment fund products available in Canada have received a FundGrade A+ rating.

FundGrade is an objective and completely quantitative measure that is based on a minimum of two - and up to - 10 years of a fund's historical track record. The FundGrade rating system assigns grades ranging from an "A" to an "E." For a fund to score a FundGrade "A" rating, the fund must substantially outperform its peers by finishing in the top 10% within its category in a given month.

Sentry Investments

Sentry Investments was founded in 1997 and is one of Canada's fastest-growing independent asset management companies. Sentry manages over $12 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 International TopGun Asset Management Team Awards (2009 to 2013). To learn more about Sentry and its fund family, visit www.sentry.ca.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sentry Investments and the Sentry logo are trademarks of Sentry Select Capital Corp.

The FundGrade rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a Canadian investment funds data and analytics company. The FundGrade A+ Rating identifies funds that have consistently demonstrated the best risk-adjusted returns through an entire calendar year. For more information on the rating system, please visit www.fundata.com.

Sentry Investments Inc.
Commerce Court West
199 Bay Street, Suite 4100
P.O. Box 108
Toronto, ON M5L 1E2
Tel: 416-364-9297
Fax: 416-364-1197

Contact Information

  • Sentry Investments Inc.
    Media inquiries
    1-888-246-6656

    Sentry Investments Inc.
    Investor Relations (broker/investor inquiries)
    1-888-730-4623
    416-364-1197 (FAX)
    info@sentry.ca
    www.sentry.ca