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Beutel, Goodman & Company Ltd.

Beutel Goodman Canadian Equity Fund

Beutel Goodman Canadian Equity Fund seeks long-term capital appreciation by investing primarily in mid- to large-cap Canadian stocks, as well as a complement of small-cap stocks. Maximum single-holding and sector weights are set to provide diversification. The portfolio is built using bottom-up, fundamental research to seek to invest in quality companies with stable, growing businesses and strong balance sheets at discounts to their business value. We believe this focus can provide a margin of safety and help mitigate the potential of capital loss. Our approach includes a process-driven sell discipline, with a one-third sale of securities that exceed the upside target we have set and a secondary review for stocks that exceed their downside targets.

Minimum Investment: $5,000

Total Fund Value: $5.93 billion (CAD)

Value Last Updated: 31 October 2024

  • Low
  • Low to Medium
  • Medium
  • Medium to High
  • High
Fund Code
BTG300
MER (%)
2.16
Inception Date
27 September 2010
Distribution Yield (%)
-
Date of Last Distribution
31 October 2024

all data as at 31 October 2024, except where indicated

Performance

Returns (%)
1 month 3 months 1 year 2 years 3 years 5 years 10 years YTD Since Inception
-0.95 1.68 21.17 9.03 4.99 7.85 5.93 9.25 7.11
Calendar Year Returns (%)
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
  • Daily Pricing History
Date :
Date NAV ($) Price Change ($) Price Change (%) Distribution Amount ($)
Fund Code
BTG770
MER (%)
1.39
Inception Date
11 December 1990
Distribution Yield (%)
-
Date of Last Distribution
31 October 2024

all data as at 31 October 2024, except where indicated

Performance

Returns (%)
1 month 3 months 1 year 2 years 3 years 5 years 10 years YTD Since Inception
-0.89 1.88 22.10 9.87 5.80 8.68 6.74 9.96 8.25
Calendar Year Returns (%)
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
  • Daily Pricing History
Date :
Date NAV ($) Price Change ($) Price Change (%) Distribution Amount ($)
Fund Code
BTG100
MER (%)
1.11
Inception Date
24 April 2006
Distribution Yield (%)
-
Date of Last Distribution
31 October 2024

all data as at 31 October 2024, except where indicated

Performance

Returns (%)
1 month 3 months 1 year 2 years 3 years 5 years 10 years YTD Since Inception
-0.87 1.95 22.44 10.18 6.10 8.99 7.04 10.22 7.36
Calendar Year Returns (%)
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
  • Daily Pricing History
Date :
Date NAV ($) Price Change ($) Price Change (%) Distribution Amount ($)

Portfolio Analysis

Top 10 Holdings

as at 30 September 2024

Company %
RBC 7.8
TD Bank 6.9
RB Global 3.7
BMO 3.6
CN Railway 3.6
Metro 3.4
Rogers Communications CL B 3.4
Sun Life Financial 3.4
Alimentation Couche-Tard 3.1
CGI Group CL A 3.0

Documents

Fund Facts, Beutel Goodman Canadian Equity Fund, Class B Fund Facts, Beutel Goodman Canadian Equity Fund, Class B
Fund Facts, Beutel Goodman Canadian Equity Fund, Class D Fund Facts, Beutel Goodman Canadian Equity Fund, Class D
Fund Facts, Beutel Goodman Canadian Equity Fund, Class F Fund Facts, Beutel Goodman Canadian Equity Fund, Class F
Quarterly Portfolio Disclosure Quarterly Portfolio Disclosure
Annual Distributions Annual Distributions

Portfolio Managers

Canadian Equities
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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.
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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.
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ADR only for international equities.
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Investissements en actions internationales effectués uniquement par l'intermédiaire d'ADRs
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