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."
