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Sentry Investments launches Sentry Personal Pension Portfolios


Sentry Investments has launched the Sentry Personal Pension Portfolios, a series of four global asset-allocation portfolios aimed at Canadian advisors.

Sentry has built global investment portfolios with dedicated allocations to non-traditional asset classes, including securities in the real-estate, infrastructure, energy and materials sectors, as well as global high-yield bonds.
"Sentry Personal Pension Portfolios are the next step for Sentry Investments, providing Canadians a platform for diversified, long-term global investing," says Sean Driscoll, chief executive officer. "Our recognised leadership in non-traditional asset classes, as well as our track record in core equities and fixed income, make these portfolios a natural extension of the Sentry house style – an investment approach that has delivered superior risk-adjusted returns for Canadian investors."
Sentry Personal Pension Portfolios are managed by a team of eight seasoned investment managers at Sentry. Asset allocation will be determined by executive vice-president and chief investment officer Dennis Mitchell and chief investment strategist and senior portfolio manager James Dutkiewicz.
"The Sentry investment team is a competitive group when it comes to delivering risk-adjusted returns but we are extremely collaborative when it comes to sharing ideas and comparing notes on investments," says Mitchell. "These new portfolios will showcase that collaboration, and Canadian advisors and investors will be the beneficiaries."
There are four Sentry Personal Pension Portfolios in total – each with a different balance of growth, income and capital preservation – corresponding to different investment needs. The four portfolios are classes of shares of Sentry Corporate Class Ltd, a mutual fund corporation that currently includes 12 additional classes of shares managed by Sentry.
The portfolios will be available in all of the series offered by Sentry, including Series A (initial sales charge, deferred sales charge, low load and low load 2), Series F (for fee-based accounts), Series P (preferred pricing), Series PF (preferred pricing for fee-based accounts) and Series I (institutional investors). Marking a first for Sentry, these portfolios will also be offered with Series T and Series FT.

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