Portfolio Builder

Choose your portfolio objective:

Move the slider below to select your objective and view the corresponding portfolio.

Income

Balanced

Growth

Fixed Income

10% Equities 90% Fixed Income

Balanced Income

10% Equities 90% Fixed Income

Conservative Balanced

10% Equities 90% Fixed Income

Balanced

10% Equities 90% Fixed Income

Balanced Growth

10% Equities 90% Fixed Income

Growth

10% Equities 90% Fixed Income

How to construct this portfolio

Money Market Fund: 75%

Canadian Bond Fund: 25%

Global Bond Fund: 25%

Global Balanced Fund: 25%

Global Equity Fund: 25%

Description

The objective of the portfolio is to provide capital preservation on a real, or after-inflation basis. The portfolio will consist of 5% to 35% in equity, with the remainder of the assets invested in fixed income and cash equivalent securities. Short-term fluctuations in the portfolio are lessened through broad diversification and security selection; however, a small amount of volatility should be expected.

Cash & Cash Equivalents: 8.3%

Canadian Bond: 25.1%

Global Bond: 8.7%

Global Equities: 8.7%

May I substitute alternate funds to construct my portfolio?

The portfolio builder tool presents our global options to clients. Our Global Equity Fund holds different geographies, capitalization sizes and has broader coverage. It is broadly diversified and provides exposure to U.S., International and Canadian Mid-Large Cap, as well as Global Small Cap and Emerging Markets asset classes. An alternate balanced or equity fund may also be a good fit—for example, the Mawer Balanced Fund can be substituted for the Global Balanced Fund should you wish to have less foreign equity and currency exposure.

For more information, please contact us at

Toll-Free: +1 (844) 395-0747
Email: investing@mawer.com
Schedule a general information call:

Schedule a Call

To find out if this portfolio is right for you, please speak with your investment professional before making any investment decisions.

Ways to Invest in this Portfolio

We are pleased to offer several ways to invest with Mawer based on your level of investment and the advice/service required.

Online Discount Brokerages

Self-directed investors may purchase Mawer Mutual Funds through most major online discount brokerages. A minimum initial purchase of $5,000 per fund is required. Once the initial minimum is met, there are no minimum requirements for additional investments. To invest in Mawer Mutual Funds through an online discount broker, please contact the online discount brokerage directly.

Investment Counselling through Mawer Investment Management Ltd.

Investors who wish to delegate the management of their investment portfolio may benefit from our Investment Counselling services. As a Mawer Investment Counselling client, we work with you to understand your financial goals, investing objectives, and attitude toward risk. We then construct a suitable investment portfolio using our Mawer Mutual Funds to meet your needs. Investment Counselling is a discretionary service—your dedicated Investment Counsellor manages your portfolio. This provides peace of mind by freeing you from the ongoing decision-making surrounding your investments. Investment Counselling is available for individuals, families, holding corporations, foundations, trusts and estates with a minimum $1 million investment. Learn more about Investment Counselling

Investment Dealers

You can also invest in Mawer Mutual Funds through your investment dealer. A minimum initial purchase of $5,000 per fund is required. Once the initial minimum is met, there are no minimum requirements for additional investments. To invest in Mawer Mutual Funds through your investment dealer, please contact your Advisor directly.

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. 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. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer

*This tool is for illustrative purposes only, and the information obtained herein is not, and should not be construed as, investment or financial advice to any party. Particular investment decisions or strategies should be evaluated relative to each individual. This tool is not a substitute for consulting an investment professional. Model construction may vary on the accuracy and completeness of the data provided and have been compiled or arrived at from sources believed reliable but no representation or warranty, express or implied, is made as to their accuracy or completeness. Mawer Investment Management Ltd. accepts no liability whatsoever for any loss or costs arising from any use of this tool or its contents. When you are ready to explore your retirement and investment options in greater detail, please contact us at info@mawer.com

Questions?
We're here to help.

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

For general mutual fund inquiries:

Toll-Free: +1 (844) 395-0747
Email: investing@mawer.com

Portfolio Builder

Choose your portfolio objective:

Income

Balanced

Growth

Portfolio: Fixed Income

Asset Mix (As at: March 31, 2019) This is the weighted asset mix of the Mawer Mutual Funds recommended to construct this portfolio.

How to construct this portfolio

Description

Estimated Annual Fees (As at: Dec 31, 2018)

Investor Suitability

Ways to Invest in this Portfolio

Online Discount Brokerages

Investment Counselling through Mawer Investment Management Ltd.

Investment Dealers

Questions?
We're here to help.

For general mutual fund inquiries:

Funds

Invest

Learn

About Mawer

Calgary Office

Toronto Office

Singapore Office

Email:

Phone Toll Free:

Portfolio Builder

Choose your portfolio objective:

Income

Balanced

Growth

Portfolio: Fixed Income

Asset Mix (As at: March 31, 2019) This is the weighted asset mix of the Mawer Mutual Funds recommended to construct this portfolio.

How to construct this portfolio

Description

Estimated Annual Fees (As at: Dec 31, 2018)

Investor Suitability

Ways to Invest in this Portfolio

Online Discount Brokerages

Investment Counselling through Mawer Investment Management Ltd.

Investment Dealers

Questions?We're here to help.

For general mutual fund inquiries:

Login

Questions?
We're here to help.