Bringing you live news and features since 2006 

Sentry Investments and Sun Life Global Investments expand partnership with three new funds


Sentry Investments  and Sun Life Global Investments are expanding their existing partnership and launching three new Sentry sub-advised funds.

The funds are: 

• Sun Life Sentry Global Mid Cap Fund
• Sun Life Sentry Conservative Balanced Fund
• Sun Life Sentry Infrastructure Fund

Dennis Mitchell, Executive Vice-President and Chief Investment Officer, will manage the Sun Life Sentry Global Mid Cap Fund; Michael Simpson, Senior Vice-President and Senior Portfolio Manager, and James Dutkiewicz, Chief Investment Strategist and Senior Portfolio Manager, will manage the Sun Life Sentry Conservative Balanced Fund; and Gajan Kulasingam, Portfolio Manager, will manage the Sun Life Sentry Infrastructure Fund. These investment professionals are part of a larger team at Sentry that has been widely recognised for its consistent and disciplined investment process.
"We're excited to build on our partnership with Sun Life Global Investments and offer our disciplined investment approach to even more Canadian investors," says Dennis Mitchell. "Our goal remains the same: delivering superior, risk-adjusted returns, with an emphasis on income."

Sentry first partnered with Sun Life Global Investments in 2013, as sub-advisor to the Sun Life Sentry Value Fund. The fund was included in the Sun Life Managed Income and Sun Life Managed Enhanced Income Portfolios, led by Sadiq S Adatia, Chief Investment Officer, Sun Life Global Investments. These portfolios consist of a multi-manager, fund-of-fund platform built primarily with income-generating mutual funds. The Sun Life Managed Income Portfolios currently include investments in Sun Life Sentry Value Fund, Sentry REIT Fund and Sentry Infrastructure Fund.

"We value our partnership with Sentry Investments and are thrilled to expand our product suite together," says Sadiq S Adatia, Chief Investment Officer, Sun Life Global Investments. "We share the common goal of managing risk and bringing innovative investment solutions to Canadian investors. The addition of the global mid cap, conservative balanced and infrastructure mandates is a natural extension of our growing product suite, offering greater diversification and selection."

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by