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.
all data as at 31 December 2022, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
-3.75 | 6.06 | -3.42 | 9.25 | 6.39 | 4.67 | 7.35 | -3.42 | 6.79 |
Calendar Year Returns (%)
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|
-3.42 | 23.58 | 0.90 | 12.28 | -7.07 | 8.23 | 17.70 | -6.00 | 9.45 | 23.43 |
Daily Pricing History
Date | Nav ($) | Change ($) | Change (%) |
---|---|---|---|
all data as at 31 December 2022, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
-3.69 | 6.26 | -2.68 | 10.09 | 7.22 | 5.48 | 8.17 | -2.68 | 8.14 |
Calendar Year Returns (%)
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|
-2.68 | 24.54 | 1.69 | 13.13 | -6.36 | 9.05 | 18.58 | -5.28 | 10.26 | 24.35 |
Daily Pricing History
Date | Nav ($) | Change ($) | Change (%) |
---|---|---|---|
all data as at 31 December 2022, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
-3.66 | 6.34 | -2.39 | 10.40 | 7.52 | 5.78 | 8.47 | -2.39 | 7.02 |
Calendar Year Returns (%)
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|
-2.39 | 24.88 | 1.97 | 13.45 | -6.09 | 9.35 | 18.91 | -5.02 | 10.56 | 24.68 |
Daily Pricing History
Date | Nav ($) | Change ($) | Change (%) |
---|---|---|---|
Portfolio Analysis
Top 10 Holdings
as at 30 November 2022
Company | % |
---|---|
RBC Common | 7.8 |
TD Bank Common | 6.4 |
Brookfield Asset Management Common CL A | 4.6 |
CN Railway Common | 4.3 |
Restaurant Brands International Common | 4.2 |
TC Energy Common | 3.8 |
Magna Common | 3.6 |
Rogers Communications Common CL B | 3.5 |
Sun Life Financial Common | 3.5 |
BMO Common | 3.5 |