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The benefits of diversification

January 13, 2021

A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.

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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.

Benefits of Diversification 2020

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.”

*The Mawer New Canada Fund is closed to new investors to ensure that the size of the Fund does not hinder the Fund’s strategy as large inflows of capital may exceed the available investment opportunities to the detriment of the performance of the Fund. Investors who currently hold Series A units of the Fund may purchase additional units. Mawer may re-open the Fund to new investors at its discretion.

Performance has been presented for the A-series mutual funds and has been calculated net of fees. Performance has been expressed in Canadian dollars.

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 Funds are managed by Mawer Investment Management Ltd. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer.

Disclosure: Mawer Investment Management Ltd. provides this publication for informational purposes only and it is not and should not be construed as professional advice. The information contained in this publication is based on material believed to be reliable at the time of publication and Mawer Investment Management Ltd. cannot guarantee that the information is accurate or complete. Individuals should contact their account representative for professional advice regarding their personal circumstances and/or financial position. The comments included in this publication are not intended to be a definitive analysis of tax applicability or trust and estates law. The comments are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.

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