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Mawer Balanced Fund
( As at March 31, 2026 )
Fund Code
MAW104
Asset Class
Balanced Funds
NAV
Morningstar Rating™
starstarstar
(As at Invalid Date)
Fund Overview
Objective:
The Fund invests in Canadian, US, and International equity securities, as well as bonds and debentures
of Canadian government and corporate issues primarily through funds managed by Mawer.
Investment Strategy:
The Manager’s traditional equity approach of systematically buying wealth creating companies at a discount to intrinsic value is used to construct the equity part of the portfolio. The fixed income part of the portfolio follows our traditional fixed income approach of focusing on sector allocation, security selection, and trading strategies. For asset mix, the Manager analyzes which combination of asset classes is most likely to offer the most attractive risk/return characteristics within a medium to long-term time frame, and carries out asset mix changes gradually to reduce risk.
Investor Suitability:
Investors seeking long-term growth at low-medium risk.
Key Fund Facts
Fund Code:
MAW104
Series Start Date:
Mar 31, 1988
Fund Net Asset Value:
Total Net Asset Value (Series A):
RRSP Eligibility:
Yes
Management Expense Ratio:
0.91% (as at 31 Dec 2025)
Meet the Fund Manager(s)
Steven VisscherCFA
Portfolio Manager, Balanced
placeCalgary
Greg PetersonCFA
Portfolio Manager, Balanced
placeCalgary
Fund Commentary
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A Word From the Fund Manager
Steven Visscher, CFA
Position / Title
00:00
Transcript:
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Placeholder for now
— Steven Visscher, Portfolio Manager, Balanced