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Sun Life Sentry Value Fund F (0P0000XUIM)

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Sun Life Sentry Value Fund F historical data, for real-time data please try another search
13.136 +0.030    +0.22%
05/06 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 74.3M
Sun Life Sentry Value Fund F 13.136 +0.030 +0.22%

Sun Life Sentry Value Fund F Overview

 
On this page you'll find an in-depth profile of Sun Life Sentry Value Fund F. Learn about the key management, total assets, investment strategy and contact information of 0P0000XUIM among other information.
Category

Canadian Focused Equity

Total Assets

74.3M

Expenses

Inception Date

Jan 16, 2013

Investment Strategy

The Fund seeks to achieve long-term capital appreciation by investing primarily in the equity securities of Canadian and U.S. companies. The Fund may invest in securities of other mutual funds (including exchange-traded funds).

Contact Information

Address 150 King St West
Toronto,ON M5H 1J9
Canada
Phone 1-877-344-1434

Top Executives

Name Title Since Until
Aubrey Hearn Portfolio Manager 2019 2020
Biography Aubrey Hearn joined Sentry in 2005. His keen understanding of business dynamics, dedication to internal research and focus on high-quality, dividend-paying companies has led to a number of investment awards and increasing industry recognition. Aubrey graduated with a Bachelor of Commerce degree from Memorial University and holds the Chartered Financial Analyst (CFA) designation.
Bryan Brown Portfolio Manager 2019 2020
Biography Bryan joined Sentry in 2013 and has more than 10 years of experience in the financial industry. Bryan is a member of the North American equity income team, he is the co-manager of Sentry All Cap Income Fund, and he is also responsible for research and analysis of North American dividend- and income-paying equity securities, with a focus on financials, agriculture and chemicals.
Michael Simpson Senior Portfolio Manager 2013 2019
Biography Michael joined Sentry in 2002. He specializes in dividend- and income-paying securities with a focus on free cash flow to sustain reliable dividends. Michael is the lead manager of several funds including the company’s flagship fund, Sentry Canadian Income Fund, and co-manages Sentry Conservative Balanced Income Fund. In 2014, he was named Investment Executive’s Mutual Fund Manager of the Year.Michael earned a Bachelor of Arts degree from York University and holds the CFA designation. He is a fellow of the Canadian Securities Institution.
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