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.”
*The purchase of units of the Mawer New Canada Fund is currently restricted. The Fund is only open to new investors as part of a discretionary balanced portfolio through Mawer and to existing investors at our discretion. We reserve the right to re-open the Mawer New Canada Fund to all purchasers at any time.
Performance has been presented for the A-series mutual funds and has been calculated net of fees. Performance has been expressed in Canadian dollars. For more information on the Mawer mutual funds, please refer to www.mawer.com/funds/
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 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. This publication does not address tax or trust and estate considerations that may be applicable to an individual’s particular situation. 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.