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 May 2023, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
-5.21 | -4.91 | -2.47 | 1.89 | 13.52 | 4.84 | 6.50 | 0.78 | 6.62 |
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 May 2023, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
-5.14 | -4.73 | -1.72 | 2.67 | 14.39 | 5.65 | 7.31 | 1.10 | 8.07 |
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 May 2023, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
-5.12 | -4.66 | -1.45 | 2.96 | 14.72 | 5.94 | 7.61 | 1.21 | 6.92 |
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 April 2023
Company | % |
---|---|
RBC Common | 7.7 |
TD Bank Common | 5.8 |
Restaurant Brands International Common | 4.1 |
TC Energy Common | 4.0 |
CN Railway Common | 3.7 |
Rogers Communications Common CL B | 3.7 |
Sun Life Financial Common | 3.6 |
Manulife Financial Common | 3.5 |
Alimentation Couche-Tard Common | 3.3 |
BMO Common | 3.2 |