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 March 2024, except where indicated
Performance
Returns (%)
| 1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
|---|---|---|---|---|---|---|---|---|
| 2.15 | 4.25 | 8.01 | 2.09 | 6.84 | 7.04 | 5.87 | 4.25 | 7.06 |
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 | Nav ($) | Change ($) | Change (%) |
|---|---|---|---|
all data as at 31 March 2024, except where indicated
Performance
Returns (%)
| 1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
|---|---|---|---|---|---|---|---|---|
| 2.21 | 4.45 | 8.84 | 2.87 | 7.66 | 7.87 | 6.68 | 4.45 | 8.23 |
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 | Nav ($) | Change ($) | Change (%) |
|---|---|---|---|
all data as at 31 March 2024, except where indicated
Performance
Returns (%)
| 1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
|---|---|---|---|---|---|---|---|---|
| 2.23 | 4.52 | 9.15 | 3.16 | 7.97 | 8.17 | 6.98 | 4.52 | 7.29 |
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 | Nav ($) | Change ($) | Change (%) |
|---|---|---|---|
Portfolio Analysis
Top 10 Holdings
as at 29 February 2024
| Company | % |
|---|---|
| RBC | 7.4 |
| TD Bank | 6.1 |
| CN Railway | 4.3 |
| Manulife Financial | 4.1 |
| TC Energy | 3.7 |
| RB Global | 3.7 |
| BMO | 3.6 |
| Sun Life Financial | 3.6 |
| Rogers Communications CL B | 3.5 |
| Suncor Energy | 3.3 |
Documents
| Fund Facts, Beutel Goodman Canadian Equity Fund, Class B |
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| Fund Facts, Beutel Goodman Canadian Equity Fund, Class D |
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| Fund Facts, Beutel Goodman Canadian Equity Fund, Class F |
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| Quarterly Portfolio Disclosure |
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| Annual Distributions |
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