SOURCE: Sentry Investments Inc.

Sentry Investments Inc.

June 27, 2017 12:32 ET

Sentry Investments launches new Portfolio as part of Sentry Personal Pension Portfolios

TORONTO, ON--(Marketwired - June 27, 2017) - Sentry Investments ("Sentry") is pleased to announce the launch of Sentry Defensive Income Portfolio (the "Portfolio"), a new addition to the Sentry Personal Pension Portfolios line-up.

Sentry Personal Pension Portfolios are a series of five global portfolios built with the long term in mind. Taking a cue from some of the world's most sophisticated investors -- pension managers -- the portfolios offer dedicated exposure to real assets, including real estate, infrastructure, precious metals and energy, as well as global high-yield bonds. Real assets offer distinct and complementary benefits to traditional equities and bonds, which are also included within each portfolio.

Each of the five portfolios offers a different balance of growth and income depending on an investor's specific needs and goals. The new Portfolio is focused on providing investors with income while also preserving capital.

"Sentry Defensive Income Portfolio provides investors with our most conservative option in the well-rounded Sentry Personal Pension Portfolios roster," said Philip Yuzpe, President and Chief Executive Officer. "While the Portfolio is low-risk, it offers investors all the benefits of our investment team's expertise and active management, while providing exposure to the asset classes that are favoured by pension managers."

Sentry Personal Pension Portfolios are managed by a team of nine seasoned Sentry investment managers, with tactical asset allocation provided by Sentry's Asset Allocation Committee: Gaelen Morphet, Executive Vice-President and Chief Investment Officer; James Dutkiewicz, Chief Investment Strategist and Senior Portfolio Manager; and Andy Nasr, Vice-President, Capital Markets and Investment Strategist.

The five portfolios are:

  • Sentry Defensive Income Portfolio
  • Sentry Conservative Income Portfolio
  • Sentry Balanced Income Portfolio
  • Sentry Growth and Income Portfolio
  • Sentry Growth Portfolio


Sentry Investments is one of Canada's leading independent investment managers, with more than $18 billion in assets under management. Since opening our doors in 1997, we have earned and kept the trust of more than half a million Canadian investors. Sentry offers a diverse range of investment products and solutions through financial advisors and investment dealers, as well as portfolio management services to a variety of institutional clients. Our disciplined investment philosophy focuses on delivering superior risk-adjusted returns to help investors calmly create wealth.

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.

Certain statements included in this news release constitute forward-looking statements, including, but not limited to, those identified by the expressions "expect," "intend," "will" and similar expressions to the extent they relate to Sentry or the Portfolio. The forward-looking statements are not historical facts but reflect Sentry's current expectations regarding future results or events. These forward-looking statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations. Although Sentry believes that the assumptions inherent in the forward-looking statements are reasonable, forward-looking statements are not guarantees of future performance and, accordingly, readers are cautioned not to place undue reliance on such statements. Sentry undertakes no obligation to update publicly or otherwise revise any forward-looking statement or information whether as a result of new information, future events or other such factors which affect this information, except as required by law. For a complete disclosure record of the Portoflio and the other mutual funds comprising the Sentry Group of Funds, please visit their respective profiles at

Sentry Investments Inc.
Commerce Court West
199 Bay Street, Suite 2700
P.O. Box 108
Toronto, ON M5L 1E2

Contact Information

  • Sentry Investments Inc.
    Client Services (broker/investor inquiries)
    1-888-698-5553 or 416-506-8429
    1-800-406-6596 (FAX)