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Beutel, Goodman & Compagnie Ltée

Fonds total d’actions mondiales Beutel Goodman

Le Fonds total d’actions mondiales Beutel Goodman vise à réaliser une plus-value du capital à long terme en investissant dans des actions canadiennes, américaines et des marchés développés internationaux. Les actions canadiennes constituent une partie importante du portefeuille. Des pondérations maximales (par titre, région 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 13,80 million $ (CAD)

Dernière mise à jour de la valeur 30 septembre 2024

  • Faible
  • Faible à modéré
  • Modéré
  • Modéré à élevé
  • Élevé
Code du fonds
BTG301
RFG (%)
2,20
Date de création
04 octobre 2010
Rendement de distribution (%)
-
Date de la dernière distribution
15 décembre 2023

toutes les données au 30 septembre 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
1,02 6,90 18,14 14,39 6,30 7,56 6,44 11,21 7,75
Rendements par année civile (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
7,64 -2,71 14,77 3,40 15,35 -7,09 12,49 12,43 -1,03 8,48
Historique des prix quotidiens
Date :
Date Prix unitaire ($) Changement ($) Changement (%)
Code du fonds
BTG873
RFG (%)
1,52
Date de création
27 août 2001
Rendement de distribution (%)
-
Date de la dernière distribution
15 décembre 2023

toutes les données au 30 septembre 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
1,08 7,08 18,93 15,17 7,03 8,31 7,15 11,77 7,26
Rendements par année civile (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
8,37 -2,01 15,58 4,13 16,16 -6,44 13,17 13,13 -0,44 9,12
Historique des prix quotidiens
Date :
Date Prix unitaire ($) Changement ($) Changement (%)
Code du fonds
BTG101
RFG (%)
1,13
Date de création
04 octobre 2010
Rendement de distribution (%)
-
Date de la dernière distribution
15 décembre 2023

toutes les données au 30 septembre 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 7,19 19,41 15,61 7,44 8,73 7,57 12,10 8,89
Rendements par année civile (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
8,78 -1,65 16,02 4,56 16,62 -6,06 13,64 13,57 -0,03 9,55
Historique des prix quotidiens
Date :
Date Prix unitaire ($) Changement ($) Changement (%)

Analyse de portefeuille

10 principaux titres

Au 31 août 2024

Titres %
RBC 3,7
TD Bank 3,2
Kellanova 3,1
Smith & Nephew 2,6
Roche Holdings 2,5
TGS ASA 2,5
ITV 2,5
Carlsberg 2,5
Campbell Soup 2,5
Gen Digital 2,4

Des documents

Aperçu du Fonds, Fonds total d'actions mondiales Beutel Goodman, Catégorie B Aperçu du Fonds, Fonds total d'actions mondiales Beutel Goodman, Catégorie B
Aperçu du Fonds, Fonds total d'actions mondiales Beutel Goodman, Catégorie D Aperçu du Fonds, Fonds total d'actions mondiales Beutel Goodman, Catégorie D
Aperçu du Fonds, Fonds total d'actions mondiales Beutel Goodman, Catégorie F Aperçu du Fonds, Fonds total d'actions mondiales Beutel Goodman, Catégorie F
Divulgation du portefeuille trimestriel Divulgation du portefeuille trimestriel
Distributions annuelles Distributions annuelles
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Investissements en actions internationales effectués uniquement par l'intermédiaire d'ADRs
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