(As of 3/31/2025)

Beutel Goodman North American Focused Equity Fd D

(Canadian Focused Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2018
2017
2014
2013



Inception Return
(8/28/2001)
7.38 %
YTD Return -1.53 %
NAVPS
(4/24/2025)
$13.95
Change $0.04 / 0.31 %
Growth of $10,000 (As of March 31, 2025)
MER 1.52 %
Assets ($mil) $140.87
Rank (1Yr) 479/572
Std Dev (3Yr) 13.28 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End 4.00 %
Max Back End -
Sales Status Open
 
Objective
The Fund seeks long-term capital growth through investments primarily in common shares and other equity securities of issuers in Canada and the United States.
Fund Manager

Beutel Goodman & Company Ltd.

Portfolio Manager

Glenn Fortin, Beutel Goodman & Company Ltd.

Pat Palozzi, Beutel Goodman & Company Ltd.

Sub-Advisor
Data not available
 
Asset Allocation
(As of February 28, 2025)
Sector Allocation
(As of February 28, 2025)
Geographic Allocation
(As of February 28, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada6.43%
Kimberly-Clark CorpUS EquityConsumer GoodsUnited States5.21%
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada5.10%
Medtronic PLCInternational EquityHealthcareEuropean Union4.91%
Comcast Corp Cl AUS EquityTelecommunicationsUnited States4.78%
CAE IncCanadian EquityIndustrial ServicesCanada4.74%
CCL Industries Inc Cl BCanadian EquityBasic MaterialsCanada4.54%
Canadian National Railway CoCanadian EquityIndustrial ServicesCanada4.49%
eBay IncUS EquityTechnologyUnited States4.43%
Metro IncCanadian EquityConsumer ServicesCanada4.42%

Performance Data (As of March 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.20 -1.53 -0.44 -1.53 6.66 6.47 13.06 8.95
Benchmark -2.52 0.32 4.54 0.32 14.31 8.49 15.60 8.41
Quartile Ranking 1 3 4 3 4 3 4 2

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 16.44 8.89 -0.60 19.69 5.37 14.73 -3.35 12.58 22.11 1.35
Benchmark 22.75 13.60 -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77
Quartile Ranking 3 4 1 4 3 4 1 2 1 2

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