Investment and Retirement

On the radar: SSQ Beutel Goodman U.S. Equity GIF

Fund: SSQ BEUTEL GOODMAN U.S. EQUITY GIF

Manager: Beutel Goodman (based in Toronto)

Benchmark index: S&P 500 (C$)

Fund category (CIFSC): U.S. equity

 

The SSQ Beutel Goodman U.S. Equity GIF is primarily geared towards capital preservation. Investors can diversify their portfolios while obtaining stable long-term returns.

 

CONCENTRATED PORTFOLIO FOCUSED ON CAPITAL PRESERVATION

 

RETURNS

The underlying fund of the SSQ Beutel Goodman U.S. Equity GIF posts net returns* in the top quartile of its CIFSC category for periods of 1 to 5 years.

SSQ BEUTEL GOODMAN U.S. EQUITY GIF – RETURNS AS AT DECEMBER 31, 2016

 

1 year

2 years

3 years

4 years

5 years

Returns*

12.7%

13.1%

16.4%

21.5%

19.7%

 

* Simulated returns based on the returns of the underlying fund and fees (total MER including taxes for the basic guarantee) for the SSQ Beutel Goodman U.S. Equity GIF.

 

MANAGEMENT TEAM AND AWARDS

The primary portfolio manager is Glenn Fortin, who has more than 22 years of experience in the investment industry and over 20 years with Beutel Goodman. The assistant portfolio manager is Rui Cardoso, who has worked in asset management for over 19 years. In 2015, the team won the Morningstar award for Canada's best U.S. equity mutual fund. The fund was also given an A+ rating by Fundata in 2016, and currently holds a five-star rating by Morningstar.

 

10 GOOD REASONS TO INVEST IN THIS FUND

 

For further information on the SSQ Beutel Goodman U.S.  Equity GIF, please click here.

 

Any amount allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value.

The returns shown do not take into account sales, redemption, distribution or other optional charges that would have reduced returns. Returns are annualized, except for periods of less than one year. There are no guarantees that past performance will be repeated in the future. This method of calculating returns is in compliance with the industry standards established by the Canadian Life and Health Insurance Association. For more information about this calculation method, please contact us at 1-800-320-4887.