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 March 2025, except where indicated
Performance
Returns (%)
| 1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
|---|---|---|---|---|---|---|---|---|
| -2.20 | -0.35 | 7.08 | 7.33 | 3.60 | 12.80 | 5.92 | -0.35 | 5.67 |
Performance Start Date:
25 June 2014
Calendar Year Returns (%)
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 11.81 | 7.26 | -2.97 | 23.15 | 0.43 | 11.17 | -5.73 | 8.28 | 17.23 | -6.52 |
| Date | NAV ($) | Price Change ($) | Price Change (%) | Distribution Amount ($) |
|---|---|---|---|---|
all data as at 31 March 2025, except where indicated
Performance
Returns (%)
| 1 month | 3 months | 1 year | 2 years | 3 years | 5 years | 10 years | YTD | Since Inception |
|---|---|---|---|---|---|---|---|---|
| -2.12 | -0.09 | 8.19 | 8.43 | 4.66 | 13.97 | 7.03 | -0.09 | 6.77 |
Performance Start Date:
25 June 2014
Calendar Year Returns (%)
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 12.96 | 8.35 | -1.97 | 24.45 | 1.52 | 12.38 | -4.77 | 9.34 | 18.52 | -5.55 |
| Date | NAV ($) | Price Change ($) | Price Change (%) | Distribution Amount ($) |
|---|---|---|---|---|
Portfolio Analysis
Top 10 Holdings
as at 28 February 2025
| Company | % |
|---|---|
| TD Bank | 8.2 |
| RBC | 7.1 |
| BMO | 5.7 |
| CN Railway | 3.7 |
| Metro | 3.7 |
| RB Global | 3.5 |
| Manulife Financial | 3.3 |
| Canadian Pacific Kansas City | 3.2 |
| Alimentation Couche-Tard | 3.1 |
| Nutrien | 3.1 |
Documents
| Fund Facts, Beutel Goodman Fundamental Canadian Equity Fund, Class B |
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| Fund Facts, Beutel Goodman Fundamental Canadian Equity Fund, Class F |
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| Quarterly Portfolio Disclosure |
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| Annual Distributions |
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