The benefits of diversification
Mawer Mutual Funds – Series A
Total Net Returns (CAD$) for periods ending December 31st arranged from highest to lowest over a 10-year period.
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.
Additionally for money market funds, the performance data provided assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.