Beutel GoodmanBeutel Goodman French
beutel goodman logo

Beutel, Goodman & Compagnie Ltée

Fonds d’actions canadiennes Beutel Goodman

Le Fonds d’actions canadiennes Beutel Goodman vise à réaliser une plus-value du capital à long terme, en investissant d’abord dans des moyennes ou grandes capitalisations canadiennes et, le cas échéant, dans des petites capitalisations. Des pondérations maximales (par titre et secteur) sont établies pour assurer une saine diversification. Le portefeuille utilise une approche fondamentale ascendante pour investir dans des sociétés de qualité, stables et en croissance dont le bilan est solide et qui se négocient à escompte par rapport à leur valeur intrinsèque. Nous voulons ainsi offrir une marge de sécurité et réduire le risque de perte en capital. Notre discipline de vente liée à nos processus nous oblige à vendre le tiers des titres qui dépassent le prix plafond cible que nous avons fixé et à réexaminer les actions dont le cours est inférieur au prix plancher.

Placement minimal 5 000 $

Valeur totale du fonds 6,44 milliard $ (CAD)

Dernière mise à jour de la valeur 28 juin 2024

  • Faible
  • Faible à modéré
  • Modéré
  • Modéré à élevé
  • Élevé
Code du fonds
BTG300
RFG (%)
2,16
Date de création
27 septembre 2010
Rendement de distribution (%)
-
Date de la dernière distribution
15 décembre 2023

toutes les données au 30 juin 2024, sauf indication contraire

Rendements

Rendements annuels composés (%)
1 mois 3 mois 1 an 2 an 3 ans 5 ans 10 ans AAJ Depuis la création
-1,11 -3,00 4,39 6,17 3,62 6,27 5,08 1,12 6,69
Rendements par année civile (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
7,80 -3,42 23,58 0,90 12,28 -7,07 8,23 17,70 -6,00 9,45
Historique des prix quotidiens
Date :
Date Prix unitaire ($) Changement ($) Changement (%)
Code du fonds
BTG770
RFG (%)
1,39
Date de création
11 décembre 1990
Rendement de distribution (%)
-
Date de la dernière distribution
15 décembre 2023

toutes les données au 30 juin 2024, sauf indication contraire

Rendements

Rendements annuels composés (%)
1 mois 3 mois 1 an 2 an 3 ans 5 ans 10 ans AAJ Depuis la création
-1,05 -2,82 5,19 6,98 4,41 7,09 5,89 1,51 8,08
Rendements par année civile (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
8,63 -2,68 24,54 1,69 13,13 -6,36 9,05 18,58 -5,28 10,26
Historique des prix quotidiens
Date :
Date Prix unitaire ($) Changement ($) Changement (%)
Code du fonds
BTG100
RFG (%)
1,11
Date de création
24 avril 2006
Rendement de distribution (%)
-
Date de la dernière distribution
15 décembre 2023

toutes les données au 30 juin 2024, sauf indication contraire

Rendements

Rendements annuels composés (%)
1 mois 3 mois 1 an 2 an 3 ans 5 ans 10 ans AAJ Depuis la création
-1,03 -2,75 5,49 7,28 4,71 7,39 6,18 1,65 7,02
Rendements par année civile (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
8,93 -2,39 24,88 1,97 13,45 -6,09 9,35 18,91 -5,02 10,56
Historique des prix quotidiens
Date :
Date Prix unitaire ($) Changement ($) Changement (%)

Analyse de portefeuille

10 principaux titres

Au 31 mai 2024

Titres %
RBC 8,4
TD Bank 5,7
CN Railway 4,2
Manulife Financial 4,0
Suncor Energy 3,9
Rogers Communications CL B 3,7
TC Energy 3,7
RB Global 3,6
BMO 3,6
Alimentation Couche-Tard 3,4

Des documents

Aperçu du Fonds, Fonds d'actions canadiennes Beutel Goodman, Catégorie B Aperçu du Fonds, Fonds d'actions canadiennes Beutel Goodman, Catégorie B
Aperçu du Fonds, Fonds d'actions canadiennes Beutel Goodman, Catégorie D Aperçu du Fonds, Fonds d'actions canadiennes Beutel Goodman, Catégorie D
Aperçu du Fonds, Fonds d'actions canadiennes Beutel Goodman, Catégorie F Aperçu du Fonds, Fonds d'actions canadiennes Beutel Goodman, Catégorie F
Divulgation du portefeuille trimestriel Divulgation du portefeuille trimestriel
Distributions annuelles Distributions annuelles

Gestionnaires de portefeuille

Actions canadiennes
You are being directed to a website other than the official Beutel Goodman website. Although we have verified the accuracy of this link from our website to this third party, the ownership of the domain names and content of the web pages may change without notice and is the responsibility of the third party. We are not responsible for the content, views, or privacy policies of the third party site and the inclusion of this link does not imply a recommendation or endorsement of the views expressed within them, nor does it constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. Past performance is no guarantee of future results. The privacy policy of the third party site may differ from that of Beutel Goodman. Click here to proceed to the third party website. If you wish to remain on the Beutel Goodman website, please close this page in your browser.
close-link
You are being directed to a website other than the official Beutel Goodman website. Although we have verified the accuracy of this link from our website to this third party, the ownership of the domain names and content of the web pages may change without notice and is the responsibility of the third party. We are not responsible for the content, views, or privacy policies of the third party site and the inclusion of this link does not imply a recommendation or endorsement of the views expressed within them, nor does it constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. Past performance is no guarantee of future results. The privacy policy of the third party site may differ from that of Beutel Goodman. Click here to proceed to the third party website. If you wish to remain on the Beutel Goodman website, please close this page in your browser.
close-link
You are being directed to a website other than the official Beutel Goodman website. Although we have verified the accuracy of this link from our website to this third party, the ownership of the domain names and content of the web pages may change without notice and is the responsibility of the third party. We are not responsible for the content, views, or privacy policies of the third party site and the inclusion of this link does not imply a recommendation or endorsement of the views expressed within them, nor does it constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. Past performance is no guarantee of future results. The privacy policy of the third party site may differ from that of Beutel Goodman. Click here to proceed to the third party website. If you wish to remain on the Beutel Goodman website, please close this page in your browser.
close-link
You are being directed to a website other than the official Beutel Goodman website. Although we have verified the accuracy of this link from our website to this third party, the ownership of the domain names and content of the web pages may change without notice and is the responsibility of the third party. We are not responsible for the content, views, or privacy policies of the third party site and the inclusion of this link does not imply a recommendation or endorsement of the views expressed within them, nor does it constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. Past performance is no guarantee of future results. The privacy policy of the third party site may differ from that of Beutel Goodman. Click here to proceed to the third party website. If you wish to remain on the Beutel Goodman website, please close this page in your browser.
close-link
ADR only for international equities.
close-link
Investissements en actions internationales effectués uniquement par l'intermédiaire d'ADRs
close-link
The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.