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Beutel, Goodman & Company Ltd.

Beutel Goodman Sustainable Bond Fund

The Beutel Goodman Sustainable Bond Fund seeks to maximize portfolio returns by investing primarily in a well-diversified portfolio of investment-grade Canadian government and Canadian corporate bonds of various maturities. The average term to maturity of the Fund’s investments may range from 6 to 15 years. The Fund focuses on fundamental research and a rigorous review of issuers’ overall creditworthiness. The Fund follows a responsible investing approach that applies sustainability factors into the investment analysis to identify material risks and opportunities.

Minimum Investment: $5,000

Total Fund Value: $1.43 million (CAD)

Value Last Updated: 29 May 2026

  • Low
  • Low to Medium
  • Medium
  • Medium to High
  • High
Fund Code
BTG129
MER (%)
0.59
Inception Date
03 June 2026
Distribution Yield (%)
-
Date of Last Distribution
-

Performance

  • Daily Pricing History
Date :
Date NAV ($) Price Change ($) Price Change (%) Distribution Amount ($)
Fund Code
BTG329
MER (%)
1.15
Inception Date
03 June 2026
Distribution Yield (%)
-
Date of Last Distribution
-

Performance

  • Daily Pricing History
Date :
Date NAV ($) Price Change ($) Price Change (%) Distribution Amount ($)

Portfolio Analysis

Top 10 Holdings

as at 30 April 2026

Company %
First Nations Finance Sustainable 4.100 Jun-01-34 4.7
Canada Green 3.500 Mar-01-34 4.6
Ontario 3.500 Jun-02-43 3.4
Quebec Green 3.900 Nov-22-32 2.7
Ontario Green 4.100 Mar-04-33 2.6
Quebec 4.000 Sep-01-35 2.5
Canada 3.250 Dec-01-35 2.3
Stonlasec8 Indigenous Holdings 4.517 Jul-11-55 2.2
Brookfield Renewable Partners Green 5.292 Oct-28-33 2.0
TransLink Green 2.650 Oct-29-50 2.0

Documents

Fund Facts, Beutel Goodman Sustainable Bond Fund, Class B Fund Facts, Beutel Goodman Sustainable Bond Fund, Class B
Fund Facts, Beutel Goodman Sustainable Bond Fund, Class F Fund Facts, Beutel Goodman Sustainable Bond Fund, Class F
Simplified Prospectus Simplified Prospectus

Portfolio Managers

Fixed Income
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ADR only for international equities.
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Investissements en actions internationales effectués uniquement par l'intermédiaire d'ADRs
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