Mawer Global Small Cap Fund
Fund Company Mawer Investment Management Fund Type Global Small / Mid Cap Equity Rating A Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Paul Moroz since October 2007 MER 1.78% Code MAW 150 – No Load Units Minimum Investment $5,000 Analysis: Despite being one of the new kids on the block at Mawer, this global small cap fund...
Read MoreRecommended List of Funds – December 2013
Click here to download the full Recommended List of Funds During the quarter, I made a number of changes to the Recommended List of Funds. They include Additions PH&N Total Return Bond Fund – During the quarter, we removed the PH&N Bond Fund and replaced it with the PH&N Total Return Bond Fund. I believe that the PH&N Total Return Bond Fund is better positioned for the...
Read MoreTop Funds Report – January 2014
Download the PDF Version of This Report The Best of 2013 With 2013 now just a memory, let’s take a look at the highlights of the year that was. Health Care Equity In the past two years, healthcare has risen by more than 80%. While there are a number of reasons to remain positive on the sector, the recent run-up causes me some concern and I would expect that we will likely see some...
Read MoreThe Best & Worst of 2013
Looking at last year’s winners and losers and how they should fare this year With 2013 now just a memory, I thought I might be interesting to take a look back at the best and worst of the year. Best of the Year According to fund research firm Morningstar, the best performing fund categories last year were: Fund Category 2013 Return Health Care Equity 49.80% U.S. Small / Mid Cap Equity...
Read MoreModel Portfolio Review – December 2013
December capped off a strong year for the portfolios, as each finished the year well into positive territory. Each finished the year ahead of its respective benchmark, except for the Growth Portfolio, which was 0.2% behind its benchmark. For the year, most of the excess performance was generated by two funds. The first was the Manulife Strategic Income Fund which handily outpaced the DEX Bond...
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