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IG Beutel Goodman Canadian Small Cap Fund Series C
Cdn Small/Mid Cap Equity
Click for more information on Fundata’s FundGrade
FundGrade B
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Click for more information on Fundata’s ESG Grade
Fundata ESG Grade E
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|
NAVPS (07-08-2026) |
$54.81 |
|---|---|
| Change |
-$0.50
(-0.90%)
|
As at May 31, 2026
As at March 31, 2026
As at May 31, 2026
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Legend
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Fund Returns
Inception Return (July 15, 1996): 10.35%
| 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 | 6.43% | 3.29% | 18.78% | 14.25% | 40.31% | 29.60% | 23.44% | 18.59% | 13.87% | 20.21% | 14.94% | 12.19% | 10.44% | 10.72% |
| Benchmark | 3.36% | 0.40% | 25.77% | 22.83% | 73.76% | 40.55% | 32.35% | 20.41% | 16.03% | 23.14% | 17.52% | 13.32% | 12.51% | 12.12% |
| Category Average | 2.81% | -1.65% | 13.68% | 10.78% | 34.29% | 23.88% | 19.48% | 13.36% | 10.39% | 15.76% | 12.07% | 9.62% | 8.86% | 8.78% |
| Category Rank | 12 / 196 | 21 / 195 | 44 / 193 | 47 / 194 | 79 / 192 | 72 / 191 | 68 / 187 | 36 / 184 | 41 / 177 | 35 / 169 | 43 / 167 | 41 / 159 | 55 / 157 | 48 / 147 |
| Quartile Ranking | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 1 | 1 | 1 | 2 | 2 | 2 | 2 |
Monthly Return
| Return % | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 5.37% | 0.67% | 6.63% | 3.61% | 0.21% | 0.59% | 3.97% | 2.21% | 8.21% | -6.51% | 3.81% | 6.43% |
| Benchmark | 6.19% | 1.50% | 9.34% | 8.91% | 2.30% | 5.23% | 2.39% | 8.69% | 12.56% | -8.97% | 6.71% | 3.36% |
Best Monthly Return Since Inception
17.81% (April 2020)
Worst Monthly Return Since Inception
-26.97% (March 2020)
Calendar Return (%)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 19.06% | 6.34% | -19.55% | 23.31% | 5.51% | 24.44% | -7.64% | 12.77% | 20.02% | 28.14% |
| Benchmark | 38.48% | 2.75% | -18.17% | 15.84% | 12.87% | 20.27% | -9.29% | 4.79% | 18.83% | 50.19% |
| Category Average | 18.01% | 3.43% | -15.15% | 16.59% | 11.91% | 22.35% | -11.32% | 6.49% | 16.84% | 24.55% |
| Quartile Ranking | 3 | 2 | 4 | 2 | 4 | 2 | 2 | 1 | 2 | 2 |
| Category Rank | 81/ 144 | 42/ 149 | 143/ 158 | 53/ 165 | 133/ 169 | 67/ 176 | 63/ 184 | 29/ 187 | 69/ 188 | 78/ 191 |
Best Calendar Return (Last 10 years)
28.14% (2025)
Worst Calendar Return (Last 10 years)
-19.55% (2018)
Asset Allocation
| Name | Percent |
|---|---|
| Canadian Equity | 88.55 |
| Canadian Government Bonds | 8.85 |
| US Equity | 2.55 |
| Cash and Equivalents | 0.06 |
| Other | -0.01 |
Sector Allocation
| Name | Percent |
|---|---|
| Basic Materials | 22.40 |
| Consumer Goods | 16.11 |
| Financial Services | 10.47 |
| Fixed Income | 8.85 |
| Consumer Services | 8.13 |
| Other | 34.04 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 100.00 |
Top Holdings
| Name | Percent |
|---|---|
| Aritzia Inc | 7.52 |
| Alamos Gold Inc Cl A | 6.04 |
| Boralex Inc Cl A | 5.29 |
| EQB Inc | 5.27 |
| iA Financial Corp Inc | 5.20 |
| Lundin Mining Corp | 5.05 |
| Maple Leaf Foods Inc | 4.93 |
| MDA Space Ltd | 4.35 |
| Major Drilling Group International Inc | 4.27 |
| Badger Infrastructure Solutions Ltd | 3.98 |
Equity Style
Fixed Income Style
Risk vs Return (3 Yr)
IG Beutel Goodman Canadian Small Cap Fund Series C
Median
Other - Cdn Small/Mid Cap Equity
3 Yr Annualized
| Standard Deviation | 12.37% | 13.85% | 17.06% |
|---|---|---|---|
| Beta | 0.64 | 0.68 | 0.76 |
| Alpha | 0.03 | 0.03 | 0.01 |
| Rsquared | 0.66% | 0.71% | 0.82% |
| Sharpe | 1.49 | 0.80 | 0.58 |
| Sortino | 3.03 | 1.31 | 0.74 |
| Treynor | 0.29 | 0.16 | 0.13 |
| Tax Efficiency | 97.41% | 90.44% | 89.92% |
| Volatility |
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Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 13.60% | 12.37% | 13.85% | 17.06% |
| Beta | 0.60 | 0.64 | 0.68 | 0.76 |
| Alpha | 0.01 | 0.03 | 0.03 | 0.01 |
| Rsquared | 0.70% | 0.66% | 0.71% | 0.82% |
| Sharpe | 2.41 | 1.49 | 0.80 | 0.58 |
| Sortino | 4.77 | 3.03 | 1.31 | 0.74 |
| Treynor | 0.55 | 0.29 | 0.16 | 0.13 |
| Tax Efficiency | 98.86% | 97.41% | 90.44% | 89.92% |
Fundata ESG Metrics
Fundata ESG Score
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
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
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
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.
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) | $263 |
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.
|
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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