Fund Profiles

Fund Fact Sheets

International Equity Fund
EN (127 KB) | FR (129 KB)

U.S. Equity Fund
EN (126 KB) | FR (127 KB)

Global Equity Fund
EN (127 KB) | FR (129 KB)

Global Small Cap Fund
EN (127 KB) | FR (129 KB)

Emerging Markets Equity Fund
EN (127 KB) | FR (128 KB)

EAFE Large Cap Fund
EN (92 KB) | FR (94 KB)

Canadian Equity Fund
EN (126 KB) | FR (128 KB)

New Canada Fund (CLOSED)
EN (184 KB) | FR (186 KB)

Global Balanced Fund
EN (126 KB) | FR (128 KB)

Balanced Fund
EN (125 KB) | FR (127 KB)

Tax Effective Balanced Fund
EN (127 KB) | FR (129 KB)

Global Bond Fund
EN (126 KB) | FR (127 KB)

Canadian Bond Fund
EN (125 KB) | FR (126 KB)

Canadian Money Market Fund
EN (124 KB) | FR (125 KB)

Simplified Prospectus

Simplified Prospectus (613 KB)
May 20, 2020

Annual Information Form

Annual Information Form (434 KB)
May 20, 2020

AIF Amendment No. 1 dated June 5, 2020 (120 KB)
June 5, 2020

Financial Statements

Audited Financial Statements (2.7 MB)
For the Year Ended December 31, 2019

Unaudited Financial Statements (3 MB)
For the periods ended June 30, 2019 and 2018

Proxies

IEF Proxy record 2018/2019 (111 KB)
Proxy Voting Record - July 1, 2018 through June 30, 2019

USEF Proxy record 2018/2019 (98 KB)
Proxy Voting Record - July 1, 2018 through June 30, 2019

GEF Proxy record 2018/2019 (128 KB)
Proxy Voting Record - July 1, 2018 through June 30, 2019

GSCF Proxy record 2018/2019 (127 KB)
Proxy Voting Record - July 1, 2018 through June 30, 2019

EMEF Proxy record 2018/2019 (103 KB)
Proxy Voting Record - July 1, 2018 through June 30, 2019

CEF Proxy record 2018/2019 (79 KB)
Proxy Voting Record - July 1, 2018 through June 30, 2019

NCF Proxy record 2018/2019 (80 KB)
Proxy Voting Record - July 1, 2018 through June 30, 2019

GBAL Proxy record 2018/2019 (127 KB)
Proxy Voting Record - July 1, 2018 through June 30, 2019

BAL Proxy record 2018/2019 (133 KB)
No Proxies Apply

TBAL Proxy record 2018/2019 (275 KB)
Proxy Voting Record - July 1, 2018 through June 30, 2019

CBF Proxy record 2018/2019 (133 KB)
No Proxies Apply

GBF Proxy record 2018/2019 (135 KB)
No Proxies Apply

CMMF Proxy record 2018/2019 (131 KB)
No Proxies Apply

Annual MRFP

Annual Management Report of Mawer Fund Performance (MRFP)
for the year ended December 31, 2019

International Equity Fund (1.2 MB)

U.S. Equity Fund (1.2 MB)

Global Equity Fund (1.2 MB)

Global Small Cap Fund (1.2 MB)

Emerging Markets Equity Fund (1.2 MB)

Canadian Equity Fund (1.2 MB)

New Canada Fund (1.2 MB)

Global Balanced Fund (1.2 MB)

Balanced Fund (1.2 MB)

Tax Effective Balanced Fund (1.2 MB)

Global Bond Fund (1.2 MB)

Canadian Bond Fund (1.2 MB)

Canadian Money Market Fund (1.2 MB)

Interim MRFP

Interim Management Report of Mawer Fund Performance (MRFP)
for the period ended June 30, 2019

International Equity Fund (1.2 MB)

U.S. Equity Fund (1.2 MB)

Global Equity Fund (1.2 MB)

Global Small Cap Fund (1.2 MB)

Emerging Markets Equity Fund (1.2 MB)

Canadian Equity Fund (1.2 MB)

New Canada Fund (1.2 MB)

Global Balanced Fund (1.2 MB)

Balanced Fund (1.2 MB)

Tax Effective Balanced Fund (1.2 MB)

Global Bond Fund (1.2 MB)

Canadian Bond Fund (1.2 MB)

Canadian Money Market Fund (1.2 MB)

IRC Reports

Relationship Disclosure Information


Questions? We're here to help.

Phone: +1 (403) 262-4673
Toll-Free: +1 (800) 889-6248
Email: info@mawer.com

Mawer Quarterly

Read Mawer’s take on the latest quarter.