Beutel Goodman Canadian Dividend 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.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
-0.39
17.45
8.81
-5.82
14.72
-2.01
20.46
-2.85
5.97
8.24
9.34
Category
-5.35
17.35
7.09
-8.18
19.03
-1.76
26.40
-2.99
7.31
16.50
8.77
Index
-15.56
27.09
6.73
-8.74
20.29
-7.00
32.06
3.25
2.51
16.16
5.33
Quartile Rank
Quartile Rank is first
Quartile Rank is third
Quartile Rank is second
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is second
Percentile Rank
19
52
28
24
91
57
93
51
76
100
36
# of Invest. in Cat.
515
500
513
608
621
556
444
429
423
404
334
Category Name
CA116 Canada Fund Canadian Dividend & Income Equity
CA116 Canada Fund Canadian Dividend & Income Equity
CA116 Canada Fund Canadian Dividend & Income Equity
CA116 Canada Fund Canadian Dividend & Income Equity
CA116 Canada Fund Canadian Dividend & Income Equity
CA116 Canada Fund Canadian Dividend & Income Equity
CA116 Canada Fund Canadian Dividend & Income Equity
CA116 Canada Fund Canadian Dividend & Income Equity
CA116 Canada Fund Canadian Dividend & Income Equity
CA116 Canada Fund Canadian Dividend & Income Equity
CA116 Canada Fund Canadian Dividend & Income Equity

Price

Cost Illustration (10k; 5% Return; CAD)

Fees 1-Yr 5-Yr 10-Yr
MER 216 1,143 2,454

Selected Option

FundServ Code Load Type
BTG303 Front-end Charge

Alternative Options

FundServ Code Load Type

Sustainability

ESG Risk Rating

4/5

Corporate Sustainability Score
20.74 20.70
Sovereign Sustainability Score
11.60 11.70
Low Carbon Designation

No Designation

Carbon Risk Score
8.69

Strategy

This Fund’s objective is to achieve a balance between high dividend income and capital growth by investing mainly in a diversified portfolio of blue-chip Canadian common stocks and, to a lesser extent, in high-yield preferred stocks and interest-bearing securities.

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 Dividend Class B
Beutel Goodman Canadian Dividend Class B
BTG303
Oct 04, 2010
73.35 Mil
5.00 k
Beutel Goodman Canadian Dividend Class D
Beutel Goodman Canadian Dividend Class D
BTG875
Aug 21, 2003
31.72 Mil
5.00 k
Beutel Goodman Canadian Dividend Class F
Beutel Goodman Canadian Dividend Class F
BTG103
Oct 04, 2010
131.77 Mil
5.00 k
Beutel Goodman Canadian Dividend Class I
Beutel Goodman Canadian Dividend Class I
BTG203
Aug 21, 2003
500.00 k

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