Beutel Goodman Canadian Equity Class B

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
YTD
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Investment
7.85
12.57
7.80
-3.42
23.58
0.89
12.28
-7.07
8.23
17.70
-6.00
Category
N/A
19.15
10.58
-4.98
24.17
2.37
20.15
-9.41
8.11
17.39
-6.06
Index
N/A
23.07
12.22
-5.55
24.72
5.79
22.58
-9.01
9.20
21.52
-8.66
Quartile Rank
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is third
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is second
Quartile Rank is second
Quartile Rank is second
Percentile Rank
97
82
32
59
57
97
14
42
45
44
# of Invest. in Cat.
609
609
608
610
674
732
616
572
512
494
Category Name
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity

Price

Cost Illustration

Selected Option

Alternative Options

Sustainability

ESG Risk Rating
Corporate Sustainability Score
21.15 21.73
Sovereign Sustainability Score
11.69 11.83
Low Carbon Designation
Carbon Risk Score
11.42

Strategy

This Fund seeks long-term capital appreciation primarily through investments in common shares and other equity securities of established Canadian issuers. The Fund’s adviser attempts to buy the best economic value in the market regardless of what sector the issuer operates in.

Related Investments

Investment Name
Ticker
Inception
Net Assets
Front Load %
Deferred Load %
Expense Ratio %
Minimum Initial Purchase
12b-1 Actual
Purchase Constraint
Shareclass Attributes
Beutel Goodman Canadian Equity Class B
BTG300
Sep 27, 2010
34.55 Mil
5.00 k
Beutel Goodman Canadian Equity Class D
BTG770
Jan 01, 1991
19.18 Mil
5.00 k
Beutel Goodman Canadian Equity Class F
BTG100
Apr 24, 2006
250.29 Mil
5.00 k
Beutel Goodman Canadian Equity Class I
BTG200
Apr 01, 2005
4.99 Bil
500.00 k

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