Beutel Goodman Small Cap Fund
Beutel Goodman Small Cap Fund seeks long-term capital appreciation by investing in stocks of smaller-capitalization Canadian issuers. Currently, a Canadian issuer qualifies for this fund if its market float is in the bottom 15% of the S&P/TSX Composite Index. 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-quarter sale of stocks 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 2025, except where indicated
Performance
Returns (%)
| 1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
|---|---|---|---|---|---|---|---|---|
| -0.67 | -3.46 | 18.78 | 11.40 | 9.06 | 12.97 | 7.33 | -0.66 | 7.78 |
Performance Start Date:
01 October 2010
Calendar Year Returns (%)
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 20.67 | 13.43 | -6.87 | 25.23 | 6.35 | 24.14 | -18.97 | 6.99 | 19.76 | -0.98 |
| Date | NAV ($) | Price Change ($) | Price Change (%) | Distribution Amount ($) |
|---|---|---|---|---|
all data as at 28 February 2025, except where indicated
Performance
Returns (%)
| 1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
|---|---|---|---|---|---|---|---|---|
| -0.61 | -3.26 | 19.73 | 12.30 | 9.95 | 13.88 | 8.19 | -0.53 | 11.85 |
Performance Start Date:
01 February 1995
Calendar Year Returns (%)
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 21.64 | 14.36 | -6.12 | 26.24 | 7.20 | 25.13 | -18.32 | 7.85 | 20.71 | -0.18 |
| Date | NAV ($) | Price Change ($) | Price Change (%) | Distribution Amount ($) |
|---|---|---|---|---|
all data as at 28 February 2025, except where indicated
Performance
Returns (%)
| 1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
|---|---|---|---|---|---|---|---|---|
| -0.59 | -3.20 | 20.06 | 12.60 | 10.24 | 14.18 | 8.49 | -0.48 | 9.15 |
Performance Start Date:
01 August 2006
Calendar Year Returns (%)
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 21.97 | 14.66 | -5.87 | 26.57 | 7.50 | 25.47 | -18.08 | 8.17 | 21.07 | 0.10 |
| Date | NAV ($) | Price Change ($) | Price Change (%) | Distribution Amount ($) |
|---|---|---|---|---|
Portfolio Analysis
Top 10 Holdings
as at 31 January 2025
| Company | % |
|---|---|
| Aritzia | 8.3 |
| Alamos Gold CL A | 7.1 |
| EQB | 6.9 |
| IA Financial Corp. | 6.1 |
| MDA Space | 5.1 |
| Colliers Intl. Group | 3.9 |
| Linamar | 3.5 |
| Maple Leaf Foods | 3.4 |
| Ag Growth Intl. | 3.4 |
| Triple Flag Precious Metals | 3.2 |
Documents
| Fund Facts, Beutel Goodman Small Cap Fund, Class B |
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| Fund Facts, Beutel Goodman Small Cap Fund, Class D |
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| Fund Facts, Beutel Goodman Small Cap Fund, Class F |
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| Quarterly Portfolio Disclosure |
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| Annual Distributions |
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