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IG Beutel Goodman Canadian Small Cap Fund Series C

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Cdn Small/Mid Cap Equity

FundGrade B Click for more information on Fundata’s FundGrade

FundGrade B

Click for more information on Fundata’s FundGrade.

Fundata ESG GradeE Click for more information on Fundata’s ESG Grade

Fundata ESG Grade E

Click for more information on Fundata’s ESG Grade.

NAVPS
(10-09-2025) 		$47.01
Change
-$0.41 (-0.87%)

As at September 30, 2025

As at July 31, 2025

As at September 30, 2025

Period
Created with Highcharts 10.3.3Jan 2024Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Jul 2025Jan 2005Jan 2010Jan 2015Jan 2020Jan 2025Jan …$10,000$12,500$15,000$17,500$20,000Period

Legend

IG Beutel Goodman Canadian Small Cap Fund Series C

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Fund Returns

Inception Return (July 15, 1996): 9.92%

Fund Returns
Row Heading Return Annualized Return
1 Mth 3 Mth 6 Mth YTD 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr
Fund 3.61% 11.22% 23.96% 22.27% 23.94% 24.86% 21.86% 12.06% 17.61% 13.21% 10.87% 9.13% 9.07% 10.27%
Benchmark 8.91% 20.86% 35.07% 36.26% 37.20% 30.99% 22.51% 12.22% 17.98% 14.21% 10.97% 9.55% 8.59% 11.04%
Category Average 4.54% 10.17% 23.19% 18.09% 20.21% 21.58% 16.40% 7.43% 12.87% 11.06% 8.54% 7.88% 7.29% 8.22%
Category Rank 111 / 196 101 / 196 110 / 195 65 / 195 78 / 195 60 / 191 31 / 191 31 / 188 26 / 175 45 / 174 43 / 165 70 / 162 56 / 154 49 / 132
Quartile Ranking 3 3 3 2 2 2 1 1 1 2 2 2 2 2

Monthly Return

Created with Highcharts 10.3.3-5%0%5%10%
Monthly Return
Return % Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
Fund -0.36% 4.65% -2.80% -0.12% -0.65% -0.61% -0.37% 6.17% 5.37% 0.67% 6.63% 3.61%
Benchmark 1.39% 2.69% -3.30% 0.65% -2.27% 2.56% -1.83% 7.20% 6.19% 1.50% 9.34% 8.91%

Best Monthly Return Since Inception

17.81% (April 2020)

Worst Monthly Return Since Inception

-26.97% (March 2020)

Calendar Return (%)

Created with Highcharts 10.3.3-40%-20%0%20%40%60%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund -1.60% 19.06% 6.34% -19.55% 23.31% 5.51% 24.44% -7.64% 12.77% 20.02%
Benchmark -13.31% 38.48% 2.75% -18.17% 15.84% 12.87% 20.27% -9.29% 4.79% 18.83%
Category Average -6.13% 18.01% 3.43% -15.15% 16.59% 11.91% 22.35% -11.32% 6.49% 16.84%
Quartile Ranking 2 3 2 4 2 4 2 2 1 2
Category Rank 55/ 127 86/ 149 42/ 154 143/ 162 53/ 169 136/ 174 73/ 181 64/ 189 30/ 191 70/ 192

Best Calendar Return (Last 10 years)

24.44% (2021)

Worst Calendar Return (Last 10 years)

-19.55% (2018)

Asset Allocation

Asset Allocation
Name Percent
Canadian Equity 89.19
Cash and Equivalents 8.27
Income Trust Units 1.55
US Equity 1.00

Sector Allocation

Sector Allocation
Name Percent
Basic Materials 17.89
Consumer Goods 15.69
Financial Services 11.37
Real Estate 10.14
Consumer Services 8.85
Other 36.06

Geographic Allocation

Geographic Allocation
Name Percent
North America 98.46
Latin America 1.55

Top Holdings

Top Holdings
Name Percent
Aritzia Inc 7.90
EQB Inc 5.87
MDA Space Ltd 5.76
iA Financial Corp Inc 5.50
Alamos Gold Inc Cl A 5.27
Colliers International Group Inc 4.66
Maple Leaf Foods Inc 4.18
Badger Infrastructure Solutions Ltd 3.93
dentalcorp Holdings Ltd 3.88
Major Drilling Group International Inc 3.75

Equity Style

Market capitalization is medium. Equity style is growth.

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return10121416182022242628-10%0%10%20%30%40%

IG Beutel Goodman Canadian Small Cap Fund Series C

Median

Other - Cdn Small/Mid Cap Equity

3 Yr Annualized

Standard Deviation 12.16% 14.89% 17.03%
Beta 0.73% 0.75% 0.77%
Alpha 0.05% 0.04% 0.02%
Rsquared 0.72% 0.76% 0.81%
Sharpe 1.37% 0.99% 0.56%
Sortino 3.20% 1.83% 0.70%
Treynor 0.23% 0.20% 0.12%
Tax Efficiency 93.21% 91.44% 88.22%
Volatility Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 9 on a scale of 1 to 10 Volatility rating is 10 on a scale of 1 to 10

Risk Rating

Rating 7 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 11.14% 12.16% 14.89% 17.03%
Beta 0.66% 0.73% 0.75% 0.77%
Alpha 0.01% 0.05% 0.04% 0.02%
Rsquared 0.77% 0.72% 0.76% 0.81%
Sharpe 1.73% 1.37% 0.99% 0.56%
Sortino 5.62% 3.20% 1.83% 0.70%
Treynor 0.29% 0.23% 0.20% 0.12%
Tax Efficiency 94.70% 93.21% 91.44% 88.22%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A6.9​6.914.9​14.90%10%20%30%40%50%60%70%80%90%100%

The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.

Fundata E Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A3.9​3.99.0​9.00%10%20%30%40%50%60%70%80%90%100%

Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.

Fundata S Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A2.5​2.56.9​6.90%10%20%30%40%50%60%70%80%90%100%

Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.

Fundata G Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A66.2​66.256.9​56.90%10%20%30%40%50%60%70%80%90%100%

Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.

Powered by OWL Analytics. For more information, please contact Fundata Canada.

View the full methodology

Fund Details

Start Date July 15, 1996
Instrument Type Mutual Fund
Share Class Commission Based Advice
Legal Status Trust
Sales Status Partially Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $210

Fund Codes

FundServ Code Load Code Sales Status
IGI122

Investment Objectives

The Fund aims to provide long-term capital growth by investing primarily in Canadian small cap corporations.

Investment Strategy

The Fund makes its investment selections primarily from the common shares of: various Canadian corporations diversified geographically and by industry that have a smaller market capitalization at the time of purchase. This adjusted market float will be adjusted to reflect changes in the capitalization of the Canadian markets over time; and companies well positioned for growth that have good balance sheets and can be purchased at a discount to business value.

Portfolio Management

Portfolio Manager

I.G. Investment Management, Ltd.
Sub-Advisor

Beutel Goodman & Company Ltd.

  • Stephen Arpin
  • William Otton

Management and Organization

Fund Manager

I.G. Investment Management, Ltd.
Custodian

Canadian Imperial Bank of Commerce
Registrar

I.G. Investment Management, Ltd.
Distributor

Investors Group Financial Services Inc.

Investors Group Securities Inc.

Investment Minimums

RSP Eligible Yes
PAC Allowed Yes
PAC Initial Investment 50
PAC Subsequent 50
SWP Allowed Yes
SWP Min Balance 250
SWP Min Withdrawal 100

Fees

MER 2.84%
Management Fee 1.90%
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) 0.70%
Trailer Fee Max (LL) -

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