Beutel Goodman International Equity Fund
Beutel Goodman International Equity Fund seeks long-term capital appreciation by investing in mid- to large-cap international stocks, primarily in developed markets. Maximum single-holding, regional 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 28 February 2023, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
2.92 | 10.27 | 0.38 | -0.21 | 5.46 | 1.51 | 4.60 | 8.59 | 4.58 |
Calendar Year Returns (%)
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|
-13.40 | 9.25 | 2.27 | 16.71 | -9.48 | 19.86 | 0.41 | 10.28 | -6.41 | 16.22 |
Daily Pricing History
Date | Nav ($) | Change ($) | Change (%) |
---|---|---|---|
all data as at 28 February 2023, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
2.98 | 10.47 | 1.22 | 0.59 | 6.28 | 2.32 | 5.47 | 8.73 | 4.73 |
Calendar Year Returns (%)
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|
-12.68 | 10.08 | 3.04 | 17.70 | -8.74 | 20.89 | 1.26 | 11.19 | -5.59 | 17.22 |
Daily Pricing History
Date | Nav ($) | Change ($) | Change (%) |
---|---|---|---|
all data as at 28 February 2023, except where indicated
Performance
Returns (%)
1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
---|---|---|---|---|---|---|---|---|
3.00 | 10.54 | 1.31 | 0.70 | 6.44 | 2.47 | 5.63 | 8.77 | 2.76 |
Calendar Year Returns (%)
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|
-12.63 | 10.31 | 3.20 | 17.86 | -8.61 | 21.06 | 1.44 | 11.40 | -5.45 | 17.41 |
Daily Pricing History
Date | Nav ($) | Change ($) | Change (%) |
---|---|---|---|
Portfolio Analysis
Top 10 Holdings
as at 31 January 2023
Company | % |
---|---|
Konecranes Common | 5.4 |
Carlsberg Common | 5.2 |
Smiths Group Common | 5.1 |
IMI Common | 5.1 |
Ampol Common | 4.9 |
Michelin Common | 4.4 |
KPN Common | 4.4 |
Atea Common | 4.1 |
Essity AB Common | 4.1 |
Akzo Nobel Common | 4.0 |