Sentry Select Global Index Income Trust is a closed-end investment trust that reflects the performance of strategically selected global indexes. The Trust is designed to provide potential capital appreciation, while protecting the investor’s principal.
The Trust is comprised of two separate components: a fixed portfolio that provides principal protection, and a managed portfolio that aims to provide capital appreciation. The managed portfolio tracks the performance of numerous broad-based and sector indexes in the Canadian, U.S. and international markets.
Investors benefit in several key ways:
• Potential for capital appreciation, with the managed portfolio generating returns through capital gains, dividends, and premiums from covered option writing
• Security, as the Trust provides 100 per cent protection of the investor’s capital
The Trust meets the needs of investors seeking a diversified, professionally managed product that combines international exposure with North American holdings. It especially suits individuals who want to mitigate risk.
Average Annual Compound Returns - by Market Price (as of May 29, 2009)
|
7.2% |
2.2% |
9.2% |
6.8% |
7.0% |
4.6% |
2.2% |
Annual Returns - by NAV
|
0.8% |
5.3% |
2.0% |
6.3% |
2.5% |
-5.2% |
2.2% |
Annual Returns - by Market Price
|
2.6% |
4.8% |
-2.2% |
6.2% |
3.9% |
-16.3% |
0.9% |
*Total return for the period September 14, 2001 - December 31, 2001