Beutel Goodman Fundamental Canadian Equity Fund
Beutel Goodman Fundamental Canadian Equity Fund seeks long-term capital appreciation by investing in mid- to large-cap Canadian 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 |
---|---|---|---|---|---|---|---|---|
-0.21 | -0.18 | 7.11 | 22.23 | 9.17 | 6.94 | N/A | 0.47 | 5.85 |
Calendar Year Returns (%)
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|
23.15 | 0.43 | 11.17 | -5.73 | 8.28 | 17.23 | -6.52 | N/A | N/A | N/A |
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 |
---|---|---|---|---|---|---|---|---|
-0.12 | 0.08 | 8.22 | 23.52 | 10.34 | 8.06 | N/A | 0.90 | 6.95 |
Calendar Year Returns (%)
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|
24.45 | 1.52 | 12.38 | -4.77 | 9.34 | 18.52 | -5.55 | N/A | N/A | N/A |
Daily Pricing History
Date | Nav ($) | Change ($) | Change (%) |
---|---|---|---|
Portfolio Analysis
Top 10 Holdings
as at 30 April 2022
Company | % |
---|---|
RBC Common | 7.7 |
TD Bank Common | 6.1 |
Rogers Communications Common CL B | 5.6 |
Alimentation Couche-Tard Common CL A | 4.9 |
TC Energy Common | 4.7 |
Brookfield Asset Management Common CL A | 4.6 |
CN Railway Common | 4.1 |
Sun Life Financial Common | 3.7 |
Manulife Financial Common | 3.6 |
Magna Common | 3.6 |
Documents
Fund Facts, Beutel Goodman Fundamental Canadian Equity Fund, Class B | |
Fund Facts, Beutel Goodman Fundamental Canadian Equity Fund, Class F | |
Quarterly Portfolio Disclosure | |
Annual Distributions | |