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 2022, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
-0.27 | -0.62 | 6.44 | 22.47 | 9.38 | 6.81 | 8.82 | -0.20 | 7.44 |
Calendar Year Returns (%)
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|
23.58 | 0.90 | 12.28 | -7.07 | 8.23 | 17.70 | -6.00 | 9.45 | 23.43 | 9.96 |
Daily Pricing History
Date | Nav ($) | Change ($) | Change (%) |
---|---|---|---|
all data as at 31 May 2022, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
-0.20 | -0.42 | 7.26 | 23.42 | 10.23 | 7.63 | 9.65 | 0.12 | 8.40 |
Calendar Year Returns (%)
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|
24.54 | 1.69 | 13.13 | -6.36 | 9.05 | 18.58 | -5.28 | 10.26 | 24.35 | 10.77 |
Daily Pricing History
Date | Nav ($) | Change ($) | Change (%) |
---|---|---|---|
all data as at 31 May 2022, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
-0.18 | -0.34 | 7.57 | 23.77 | 10.54 | 7.94 | 9.95 | 0.24 | 7.46 |
Calendar Year Returns (%)
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|
24.88 | 1.97 | 13.45 | -6.09 | 9.35 | 18.91 | -5.02 | 10.56 | 24.68 | 11.10 |
Daily Pricing History
Date | Nav ($) | Change ($) | Change (%) |
---|---|---|---|
Portfolio Analysis
Top 10 Holdings
as at 30 April 2022
Company | % |
---|---|
RBC Common | 7.4 |
TD Bank Common | 6.0 |
Rogers Communications Common CL B | 5.0 |
Alimentation Couche-Tard Common CL A | 4.5 |
Brookfield Asset Management Common CL A | 4.4 |
TC Energy Common | 4.4 |
CN Railway Common | 3.8 |
Sun Life Financial Common | 3.5 |
Manulife Financial Common | 3.3 |
Restaurant Brands International Common | 3.2 |