Fund overview & performance

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Only available for 75/100 guarantee levels

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CAN Global Founders

75/100

April 30, 2024

A blended-style global all-cap equity fund seeking growth.

Is this fund right for you?

  • A person who is investing for the longer term, seeking the growth potential of foreign stocks and is comfortable with Medium risk.
  • A person who is investing for the longer term, seeking the growth potential of foreign stocks and is comfortable with Medium risk.
  • Since the fund invests in stocks its value is affected by stock prices, which can rise and fall in a short period of time.
  • Since the fund invests in stocks its value is affected by stock prices, which can rise and fall in a short period of time.

Risk Rating

Risk Rating: Moderate

How is the fund invested? (as of April 30, 2024)

Asset allocation (%)

Name Percent
US Equity 63.6
International Equity 29.0
Canadian Equity 4.9
Cash and Equivalents 2.6
Other -0.1

Geographic allocation (%)

Name Percent
United States 63.5
Canada 7.5
United Kingdom 6.6
Switzerland 4.2
Germany 3.9
Netherlands 3.3
Norway 2.6
Japan 1.7
Finland 1.5
Other 5.2

Sector allocation (%)

Name Percent
Consumer Goods 22.0
Healthcare 15.8
Financial Services 14.6
Technology 13.8
Industrial Goods 9.0
Telecommunications 8.4
Consumer Services 5.5
Basic Materials 3.5
Cash and Cash Equivalent 2.6
Other 4.8

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of April 30, 2024)

Top holdings %
Qualcomm Inc 3.6
Amgen Inc 3.2
Kimberly-Clark Corp 3.0
Kellogg Co 3.0
Biogen Inc 2.7
eBay Inc 2.7
Amdocs Ltd 2.6
NortonLifeLock Inc 2.5
American Express Co 2.5
Merck & Co Inc 2.5
Total allocation in top holdings 28.3
Portfolio characteristics
Standard deviation 12.7%
Dividend yield 2.7%
Average market cap (million) $74,034.5

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

Beutel, Goodman & Company Ltd.

Contact information

Toll free: 1-888-252-1847

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Summary

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Total returns performance

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Last price

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as of market close {{NAVPSPerformanceSummary.NAVPSDate}}

Value of $10,000 investment

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