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Beutel, Goodman & Company Ltd.

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.

Minimum Investment: $5,000

Total Fund Value: $2.09 billion (CAD)

Value Last Updated: 31 May 2024

  • Low
  • Low to Medium
  • Medium
  • Medium to High
  • High
Fund Code
BTG318
MER (%)
2.07
Inception Date
23 June 2014
Distribution Yield (%)
-
Date of Last Distribution
15 December 2023

all data as at 31 May 2024, except where indicated

Performance

Returns (%)
1 month 3 months 1 year 2 years 3 years 5 years 10 years YTD Since Inception
1.83 -0.20 8.92 2.77 4.19 6.56 N/A 1.96 5.22
Calendar Year Returns (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
7.26 -2.97 23.15 0.43 11.17 -5.73 8.28 17.23 -6.52 N/A
Daily Pricing History
Date :
Date Nav ($) Change ($) Change (%)
Fund Code
BTG118
MER (%)
1.06
Inception Date
23 June 2014
Distribution Yield (%)
-
Date of Last Distribution
15 December 2023

all data as at 31 May 2024, except where indicated

Performance

Returns (%)
1 month 3 months 1 year 2 years 3 years 5 years 10 years YTD Since Inception
1.92 0.05 10.04 3.82 5.27 7.68 N/A 2.39 6.32
Calendar Year Returns (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
8.35 -1.97 24.45 1.52 12.38 -4.77 9.34 18.52 -5.55 N/A
Daily Pricing History
Date :
Date Nav ($) Change ($) Change (%)

Portfolio Analysis

Top 10 Holdings

as at 30 April 2024

Company %
RBC 8.0
TD Bank 6.5
CN Railway 4.5
Suncor Energy 4.1
BMO 4.0
Manulife Financial 4.0
Rogers Communications CL B 4.0
RB Global 4.0
TC Energy 3.8
Alimentation Couche-Tard 3.6

Documents

Fund Facts, Beutel Goodman Fundamental Canadian Equity Fund, Class B Fund Facts, Beutel Goodman Fundamental Canadian Equity Fund, Class B
Fund Facts, Beutel Goodman Fundamental Canadian Equity Fund, Class F Fund Facts, Beutel Goodman Fundamental Canadian Equity Fund, Class F
Quarterly Portfolio Disclosure Quarterly Portfolio Disclosure
Annual Distributions Annual Distributions

Portfolio Managers

Canadian Equities
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