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Mawer Investment Management Ltd. offers ten no-load mutual funds designed to meet a wide variety of investment objectives and tolerance for risk. They include balanced, money market, fixed income, Canadian, U.S., international, and global equity management. The Mawer Mutual Funds are managed exclusively in-house by an experienced team of specialized investment professionals. The funds offer no-load investing -- no sales commissions, no set-up fees, no purchase, transfer or redemption fees. The Management Expense Ratios (MERs) are among the lowest in Canada. NON-DISCRETIONARY MUTUAL FUND ACCOUNTSResidents of Alberta, British Columbia, Saskatchewan and Ontario: Mawer Mutual Funds are available directly from Mawer with a minimum initial purchase of $50,000 per account. Non-discretionary mutual fund accounts opened directly with Mawer are designed for individual investors who wish to manage their own investments using the Mawer Mutual Funds. Clients receive detailed quarterly reporting as well as Mawer's quarterly Investment Newsletter providing market commentary and analysis for the past quarter. Mawer Mutual Funds are also available through major brokers, discount brokers and financial planners with a minimum initial purchase of $5,000 (per fund). DISCRETIONARY PORTFOLIO MANAGEMENTFor residents of Alberta, British Columbia, Saskatchewan, Manitoba, Ontario and Nova Scotia, portfolios are individually constructed of Mawer Mutual Funds in accordance with the client's investment objectives, and are for accounts from $500,000 to $2,000,000. Discretionary management is the delegation of daily management of an investment portfolio within the parameters previously established between the investment counsellor and the client and documented in a formal Investment Policy Statement. This frees clients from the need to make day-to-day decisions on security selection (buy and sell orders), portfolio structure, and asset mix. Clear and comprehensive communication is provided through regular meetings and detailed quarterly reporting. Reports include an in-depth valuation statement, transaction report, and a personalized performance summary. Also included is Mawer's quarterly Investment Newsletter providing market commentary and analysis for the past quarter. ConfidentialityMawer prides itself on discretion and confidentiality. Relationships with clients tend to be long-term owing to high levels of service and superior results through good times and bad. If you would like a meeting or require further information, please contact
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