Fund Profiles
EQUITY Funds
Mawer International Equity Fund
The objectives of this Fund are to achieve attractive long-term risk-adjusted rates of return through capital gains and dividends from non-North American securities. The Fund will be primarily invested in equities in Europe, Asia, Latin America and Australia. >>
Mawer U.S. Equity Fund
The objective of the Mawer U.S. Equity Fund is to invest for attractive long-term risk-adjusted rates of return from both capital gains and dividend income from common shares of U.S. companies. >>
Mawer Global Equity Fund
The investment objective of the Mawer Global Equity Fund is to invest for attractive long-term risk-adjusted returns in equity securities of companies around the world. >>
Mawer Global Small Cap Fund
The objective of the Mawer Global Small Cap Fund is to invest for attractive long-term risk-adjusted returns in equity securities of smaller companies from around the world. >>
Mawer Canadian Equity Fund
The investment objective of the Mawer Canadian Equity Fund is to invest for attractive long-term risk-adjusted returns in securities of mid-large capitilization Canadian companies. >>
Mawer New Canada Fund
The objective of the Mawer New Canada Fund is to invest for above average long-term risk-adjusted returns in securities of smaller Canadian companies.
The Mawer New Canada Fund is capped to new and existing mutual fund investors >>
BALANCED Funds
Mawer Balanced Fund
(for registered portfolios)
The investment objective of the Mawer Balanced Fund is to achieve attractive long-term risk-adjusted returns with a measure of stability for non-taxable investors. >>
Mawer Tax Effective Balanced Fund
(for taxable investors)
The manager intends to achieve its objective of attractive long-term risk-adjusted returns with a measure of stability by tax effectively investing in Canadian, US, and International equity securities, as well as bonds and debentures of Canadian government and corporate issuers. >>
Income Funds
Mawer Canadian Bond Fund
The investment objective of the Mawer Canadian Bond Fund is to invest for attractive long-term risk-adjusted returns from both capital and income returns from bonds and debentures of Canadian government and corporate issuers. >>
Mawer Canadian Money Market Fund
The investment objective of the Mawer Canadian Money Market Fund is to earn a competitive interest income by investing in government Treasury bills or bonds and corporate obligations. >>