Ways to Buy
NOTICE: The Mawer New Canada Fund is capped to new and existing mutual fund investors. Additional units of this fund are not available for purchase.
Directly from Mawer
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.
Only Alberta, British Columbia, Saskatchewan, Manitoba and Ontario residents can buy directly from Mawer. The minimum investment requirement is $50,000 per account. Beyond the initial minimum investment amounts, there are no minimums for additional contributions.
Residents in all other provinces and territories can purchase Mawer Mutual Funds only through a broker or dealer.
When purchasing directly from Mawer, the Mawer Mutual Funds are no-load -- no sales commission, no set-up fees, no purchase, transfer, or redemption fees.
Via Broker/Dealer Accounts
Mawer Mutual Funds can be purchased through discount brokers by residents of all Canadian provinces & territories with a minimum initial purchase of $5,000 per fund per account. Detailed information on the Funds can be found at Fund Profiles and in the Simplified Prospectus.
Advisors and their clients who wish to access Mawer's investment expertise can also do so through Manulife Mutual Funds.
Discretionary Managed Accounts at Mawer
Mawer offers discretionary portfolio management as well. Please contact our Private Client group to discuss this option further.