Use our Portfolio Builder Tool* to explore diversified portfolios of Mawer Mutual Funds designed to meet a wide variety of investment needs.
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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
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.
Estimated Annual Fees (As at: Dec 31, 2018)
Risk Profile In general, funds with a higher risk profile will have returns that change more over time. They typically have a greater chance of losing money and may have a greater chance of higher returns. Funds with a lower risk profile tend to have returns that change less over time. They typically have lower returns and may have a lower chance of losing money.
This model is suitable for investors who are seeking long-term growth at medium risk.
Before investing in a portfolio it is important to understand the types of risk that can impact your overall investment portfolio. At times, this portfolio may have a higher amount of volatility due to its foreign currency exposure. There is approximately of foreign currency held in this portfolio.
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.
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To find out if this portfolio is right for you, please speak with your investment professional before making any investment decisions.