(As of 12/31/2021)

London Life Canadian Equity (Beutel Goodman)

(Canadian Focused Equity)



2014
2013

FundGrade A+® Rating recipient
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FundGrade click here
Inception Return
(7/27/1998)
6.13 %
YTD Return 19.25 %
NAVPS
(1/17/2022)
$41.30
Change $0.20 / 0.50 %
Growth of $10,000 (As of December 31, 2021)
MER 3.03 %
Assets ($mil) $650.59
Rank (1Yr) 401/511
Std Dev (3Yr) 15.07 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 5.00 %
Sales Status Open
 
Objective
The investment objective of the Fund is to provide a high level of long-term capital appreciation.
Fund Manager

London Capital Management Ltd.

Portfolio Manager

Mark Thomson, Beutel, Goodman & Company Ltd.

Sub-Advisor
Data not available
 
Asset Allocation
(As of December 31, 2021)
Sector Allocation
(As of December 31, 2021)
Geographic Allocation
(As of December 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada7.53%
Royal Bank of Canada Sr CCanadian EquityFinancial ServicesCanada4.61%
Brookfield Asset Management Inc Cl ACanadian EquityFinancial ServicesCanada4.31%
Canadian National Railway CoCanadian EquityIndustrial ServicesCanada3.90%
Rogers Communications Inc Cl BCanadian EquityTelecommunicationsCanada3.56%
Alimentation Couche-Tard Inc Cl ACanadian EquityConsumer ServicesCanada3.34%
Sun Life Financial IncCanadian EquityFinancial ServicesCanada3.17%
TC Energy CorpCanadian EquityEnergyCanada3.05%
Restaurant Brands International IncCanadian EquityConsumer ServicesCanada2.67%
Metro IncCanadian EquityConsumer ServicesCanada2.36%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.63 4.82 3.80 19.25 19.25 10.53 6.67 9.18
Benchmark 3.01 6.29 6.65 21.76 21.76 16.74 10.36 10.25
Quartile Ranking 3 4 4 4 4 4 3 2

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 19.25 0.66 12.48 -5.65 8.42 15.68 -2.57 12.47 25.28 9.77
Benchmark 21.76 7.58 21.45 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52
Quartile Ranking 4 4 4 1 2 1 3 2 1 1

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