TORONTO, ON–(Marketwired – November 11, 2016) – Sentry Investments (“Sentry”) is pleased to announce that two of our mutual funds were honoured at the 2016 Lipper Fund Awards. The annual Lipper awards recognize consistently strong risk-adjusted returns compared to industry peers.
Sentry Small/Mid Cap Income Fund and Sentry Precious Metals Fund were each recognized for their performance. Sentry Small/Mid Cap Income Fund (Series A), managed by Aubrey Hearn, earned best fund over 10 years in the Canadian Focused Small/Mid Cap Equity category. Sentry Precious Metals Fund (Series A), managed by Kevin MacLean, was recognized as the best fund over 10 years in the Precious Metals Equity category.
“It is always an honour to have our funds recognized through these prestigious awards,” said Gaelen Morphet, Chief Investment Officer, Sentry Investments. “The recognition reflects positively on Sentry’s consistent, disciplined investment approach, which focuses on delivering superior long-term risk-adjusted returns.”
SENTRY INVESTMENTS INC.
Sentry Investments was founded in 1997 and is one of Canada’s fastest-growing independent asset management companies. Sentry manages over $18 billion in assets on behalf of more than 500,000 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.
About the Lipper Fund Awards
Every year, the Lipper Fund Awards honours funds and fund management firms that have excelled in consistently strong risk-adjusted performance relative to their peers, in 15 countries across the globe. Thanks to Lipper’s proprietary methodology, Lipper Awards are truly performance-based and objective. Award-winning funds are selected in most individual classifications for the three-, five-, and 10-year periods and fund families with high average scores for the three-year time period. The top three-year classification and fund family winners receive trophies at the ceremonies.
Lipper, a Thomson Reuters company, is a global leader with a 40-year history of delivering mutual fund information, tools and insights. Their benchmarking and classifications are recognized as the industry standard and are supported by Thomson Reuters – the world’s leading source of intelligent information for businesses and professionals.
Sentry Small/Mid Cap Income Fund was awarded the 2016 Lipper Fund Award in the Canadian Focused Small/Mid Cap Equity category for the 10-year period ending July 31, 2016 out of a total of 15 funds. Sentry Precious Metals Fund was awarded the 2016 Lipper Fund Award in the Precious Metals Equity category for the 10-year period ending July 31, 2016 out of a total of 10 funds. The Thomson Reuters Lipper Fund Awards, granted annually, 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.lipperfundawards.com. Although Thomson Reuters 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 Small/Mid Cap Income Fund for the period ended October 31, 2016 is as follows: 9.6% (1 year), 9.1% (3 years), 15.5% (5 years), 12.5% (10 years) and 12.5% (since inception on July 28, 2005). The corresponding Lipper Leader ratings of the Fund for the same periods are as follows: N/A (1year), 4 (3 years), 4 (5years), 5 (10 years). Performance for Sentry Precious Metals Fund for the period ended October 31, 2016 is as follows: 86.3% (1 year), 16.8% (3 years), -6.4% (5 years), 5.0% (10 years) and 8.9% (since inception on December 24, 1997). The corresponding Lipper Leader ratings of the Fund for the same periods are as follows: N/A (1year), 4 (3 years), 4 (5years), 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 compound total returns net of fees (except for figures of one year or less, which are simple total returns) including changes in security 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.
Sentry Investments Inc.
Commerce Court West
199 Bay Street, Suite 2700
P.O. Box 108
Toronto, ON M5L 1E2
Sentry Investments
Investor Relations
(broker/investor inquiries)
1-888-698-5553 or 416-506-8429
1-800-406-6596 (FAX)
[email protected]
www.sentry.ca
