Sentry Select Global Small Cap Fund aims to provide long-term capital appreciation by investing primarily in equity and equity-related securities of global companies with relatively small market capitalization. At least 80 percent of the Fund’s assets are expected to be invested in companies with market capitalization of less than $2 billion at the time of investment. The manager will focus on companies with growth potential at reasonable valuations.
Investors benefit in several key ways:
• A globally focused portfolio with limited exposure to North American equities
• Access to a broader universe of companies from which to choose
• Access to smaller-capitalization companies with a focus on growth at a reasonable price
• An investment whose value can grow from dividend income and capital appreciation
The Fund meets the needs of investors seeking to enhance portfolio diversification. As an asset class with a low correlation to the broader Canadian market, global small-cap companies can provide increased return potential and diversification within a well-balanced portfolio.