A blended-style large-cap equity fund seeking long-term growth.
Is this fund right for you?
- You want your money to grow over the longer term.
- You want to invest mainly in Canadian companies.
- You're comfortable with a medium level of risk.
Risk Rating
How is the fund invested?
(as of April 30, 2024)
Asset allocation (%)
|
Name |
Percent |
|
Canadian Equity |
69.4 |
|
US Equity |
28.7 |
|
Cash and Equivalents |
1.9 |
Geographic allocation (%)
|
Name |
Percent |
|
Canada |
71.3 |
|
United States |
28.7 |
Sector allocation (%)
|
Name |
Percent |
|
Financial Services |
27.8 |
|
Consumer Goods |
12.9 |
|
Consumer Services |
12.7 |
|
Industrial Services |
9.7 |
|
Technology |
7.3 |
|
Telecommunications |
6.3 |
|
Energy |
5.6 |
|
Basic Materials |
5.5 |
|
Healthcare |
4.4 |
|
Other |
7.8 |
Growth of $10,000
(since inception)
Data not available based on date of inception
Fund details
(as of April 30, 2024)
Top holdings |
% |
Royal Bank of Canada |
5.9 |
Toronto-Dominion Bank |
4.8 |
Canadian National Railway Co |
3.2 |
Suncor Energy Inc |
2.9 |
Bank of Montreal |
2.9 |
Manulife Financial Corp |
2.8 |
RB Global Inc |
2.8 |
TC Energy Corp |
2.7 |
Rogers Communications Inc Cl B |
2.7 |
Alimentation Couche-Tard Inc |
2.5 |
Total allocation in top holdings |
33.2 |
Portfolio characteristics |
|
Standard deviation |
12.3% |
Dividend yield |
3.0% |
Average market cap (million) |
$69,658.0 |
Understanding returns
Annual compound returns (%)
1 MO |
3 MO |
YTD |
1 YR |
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3 YR |
5 YR |
10 YR |
INCEPTION |
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Calendar year returns (%)
2023 |
2022 |
2021 |
2020 |
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2019 |
2018 |
2017 |
2016 |
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Range of returns over five years
Best return |
Best period end date |
Worst return |
Worst period end date |
Data not available based on date of inception
|
Average return |
% of periods with positive returns |
Number of positive periods |
Number of negative periods |
Data not available based on date of inception
|
(March 31, 2024)
Beutel, Goodman & Company Ltd.
NL — MAX2125
Contact information
Toll free: 1-888-252-1847