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Beutel, Goodman & Compagnie Ltée

Fonds revenu Beutel Goodman

Fonds revenu Beutel Goodman vise à obtenir un revenu élevé en investissant principalement dans un ensemble diversifié d’obligations d’émetteurs canadiens (fédérales, provinciales, municipales et de sociétés) d’échéances diverses. Les obligations auront généralement une note de BBB ou plus établie par une agence d’évaluation du crédit reconnue. La qualité minimale moyenne du portefeuille à revenu fixe sera A. L’équipe des titres à revenu fixe de Beutel Goodman utilise une approche disciplinée et collaborative pour la gestion active des mandats de titres à revenu fixe et elle cherche à ajouter une valeur constante grâce à la gestion des échéances, de la courbe des taux et du risque de crédit.

Placement minimal 5 000 $

Valeur totale du fonds 1,16 milliard $ (CAD)

Dernière mise à jour de la valeur 31 janvier 2024

  • Faible
  • Faible à modéré
  • Modéré
  • Modéré à élevé
  • Élevé
Code du fonds
BTG305
RFG (%)
1,11
Date de création
27 septembre 2010
Rendement de distribution (%)
-
Date de la dernière distribution
15 décembre 2023

toutes les données au 31 janvier 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
-1,40 6,57 1,16 -2,81 -3,79 0,12 0,88 -1,40 1,21
Rendements par année civile (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
5,80 -12,64 -3,24 9,31 5,73 0,48 1,58 1,02 0,72 4,97
Historique des prix quotidiens
Date :
Date Prix unitaire ($) Changement ($) Changement (%)
Code du fonds
BTG771
RFG (%)
0,68
Date de création
11 décembre 1990
Rendement de distribution (%)
-
Date de la dernière distribution
15 décembre 2023

toutes les données au 31 janvier 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
-1,36 6,69 1,59 -2,40 -3,39 0,53 1,30 -1,36 5,21
Rendements par année civile (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
6,24 -12,28 -2,83 9,77 6,16 0,90 2,00 1,44 1,15 5,43
Historique des prix quotidiens
Date :
Date Prix unitaire ($) Changement ($) Changement (%)
Code du fonds
BTG109
RFG (%)
0,58
Date de création
27 septembre 2010
Rendement de distribution (%)
-
Date de la dernière distribution
15 décembre 2023

toutes les données au 31 janvier 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
-1,35 6,72 1,70 -2,30 -3,28 0,65 1,41 -1,35 1,75
Rendements par année civile (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
6,35 -12,18 -2,72 9,89 6,28 1,01 2,10 1,54 1,26 5,54
Historique des prix quotidiens
Date :
Date Prix unitaire ($) Changement ($) Changement (%)

Analyse de portefeuille

10 principaux titres

Au 31 décembre 2023

Titres %
Canada 2.000 Jun-01-32 4,8
Canada 2.750 Jun-01-33 4,0
Ontario 3.650 Jun-02-33 3,9
Ontario 4.700 Jun-02-37 3,1
Ontario 3.500 Jun-02-43 2,6
Quebec 3.500 Dec-01-45 2,4
Quebec 3.600 Sep-01-33 2,3
Ontario 3.450 Jun-02-45 2,2
Canada 3.250 Dec-01-33 2,0
TD Bank SNR 5.491 Sep-08-28 1,9

Des documents

Aperçu du Fonds, Fonds revenu Beutel Goodman, Catégorie B Aperçu du Fonds, Fonds revenu Beutel Goodman, Catégorie B
Aperçu du Fonds, Fonds revenu Beutel Goodman, Catégorie D Aperçu du Fonds, Fonds revenu Beutel Goodman, Catégorie D
Aperçu du Fonds, Fonds revenu Beutel Goodman, Catégorie F Aperçu du Fonds, Fonds revenu Beutel Goodman, Catégorie F
Divulgation du portefeuille trimestriel Divulgation du portefeuille trimestriel
Distributions annuelles Distributions annuelles

Gestionnaires de portefeuille

Titres à revenu fixe
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