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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 GradeD Click for more information on Fundata’s ESG Grade

Fundata ESG Grade D

Click for more information on Fundata’s ESG Grade.

NAVPS
(05-26-2025) 		$40.64
Change
$0.72 (1.81%)

As at April 30, 2025

As at February 28, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Jan 2002Jan 2004Jan 2006Jan 2008Jan 2010Jan 2012Jan 2014Jan 2016Jan 2018Jan 2020Jan 2022Jan 2024Jul 2022Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Jan 2005Jan 2010Jan 2015Jan 2020$10,000$110,000$35,000$60,000$85,000$8,000$9,000$11,000$12,000$13,000$14,000Period

Legend

IG Beutel Goodman Canadian Small Cap Fund Series C

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Fund Returns

Inception Return (July 15, 1996): 9.24%

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 -0.37% -1.62% -0.03% -1.73% 14.35% 10.34% 9.34% 7.03% 15.41% 9.74% 7.84% 6.43% 7.43% 6.36%
Benchmark -1.83% -1.60% -1.65% -0.96% 8.86% 9.27% 3.32% 4.16% 14.42% 8.07% 5.82% 5.10% 5.93% 5.45%
Category Average 0.02% -4.65% -2.83% -4.12% 7.31% 7.74% 4.73% 3.47% 11.71% 7.04% 5.67% 5.05% 5.71% 4.57%
Category Rank 137 / 199 19 / 199 26 / 199 42 / 199 15 / 199 62 / 195 27 / 193 52 / 186 32 / 177 53 / 175 56 / 165 68 / 157 56 / 154 51 / 130
Quartile Ranking 3 1 1 1 1 2 1 2 1 2 2 2 2 2

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%6%8%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 1.42% 2.92% 5.43% 0.18% 4.12% -0.36% 4.65% -2.80% -0.12% -0.65% -0.61% -0.37%
Benchmark 2.65% -1.93% 5.81% -1.26% 3.80% 1.39% 2.69% -3.30% 0.65% -2.27% 2.56% -1.83%

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/ 129 87/ 151 44/ 156 145/ 165 53/ 172 136/ 177 74/ 185 64/ 193 30/ 195 67/ 196

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 89.28
Cash and Equivalents 7.79
Income Trust Units 1.88
US Equity 1.04
Other 0.01

Sector Allocation

Sector Allocation
Name Percent
Basic Materials 20.11
Consumer Goods 15.86
Financial Services 12.63
Consumer Services 8.83
Real Estate 8.36
Other 34.21

Geographic Allocation

Geographic Allocation
Name Percent
North America 98.12
Latin America 1.88

Top Holdings

Top Holdings
Name Percent
Aritzia Inc 7.95
Alamos Gold Inc Cl A 7.75
EQB Inc 6.46
iA Financial Corp Inc 6.17
MDA Ltd 5.15
dentalcorp Holdings Ltd 4.27
Maple Leaf Foods Inc 4.08
Major Drilling Group International Inc 3.95
Parkland Fuel Corp 3.65
Colliers International Group Inc 3.53

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 Return1214161820222426283032-30%-20%-10%0%10%20%

IG Beutel Goodman Canadian Small Cap Fund Series C

Median

Other - Cdn Small/Mid Cap Equity

3 Yr Annualized

Standard Deviation 13.49% 14.85% 16.98%
Beta 0.75% 0.77% 0.77%
Alpha 0.06% 0.04% 0.02%
Rsquared 0.78% 0.76% 0.81%
Sharpe 0.44% 0.88% 0.35%
Sortino 0.84% 1.55% 0.39%
Treynor 0.08% 0.17% 0.08%
Tax Efficiency 83.99% 88.99% 80.27%
Volatility Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 8 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 8.84% 13.49% 14.85% 16.98%
Beta 0.63% 0.75% 0.77% 0.77%
Alpha 0.08% 0.06% 0.04% 0.02%
Rsquared 0.50% 0.78% 0.76% 0.81%
Sharpe 1.14% 0.44% 0.88% 0.35%
Sortino 3.17% 0.84% 1.55% 0.39%
Treynor 0.16% 0.08% 0.17% 0.08%
Tax Efficiency 90.32% 83.99% 88.99% 80.27%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A21.1​21.18.0​8.00%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: A14.6​14.66.4​6.40%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: A14.4​14.44.9​4.90%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: A53.5​53.529.9​29.90%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) $166

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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