The benefits of diversification


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Mawer Mutual Funds – Series A

Total Net Returns (CAD$) for periods ending December 31st arranged from highest to lowest over a 10-year period.

Mawer Benefits of Diversification 4Q18 web2

A diversified portfolio and a long-term strategy can better shield investors from unpredictable changes in the market. As seen in the table above, the best performing asset class in one year can be near the bottom in the next. When varying asset classes (and their respective volatilities) are combined, the overall volatility of a portfolio is lessened—especially over the long-term

As the old saying goes, “don’t put all of your eggs in one basket.”


Mawer Mutual Fund returns are reported in Canadian dollars and calculated after management fees and operating expenses have been deducted. Performance returns for the Mawer Mutual Funds are calculated by Mawer Investment Management Ltd. 

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mawer Mutual Funds are managed by Mawer Investment Management Ltd.


This publication and its contents are for informational purposes only. Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this publication were prepared based upon the information available at the time and are subject to change. All information is subject to possible correction. In no event shall Mawer Investment Management Ltd. be liable for any damages arising out of, or in any way connected with, the use or inability to use this publication appropriately.

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