Back to All Balanced Funds
Mawer Global Balanced Fund
( As at March 31, 2026 )
Fund Code
MAW130
Asset Class
Balanced Funds
NAV
Morningstar Rating™
starstar
(As at Invalid Date)
Fund Overview
Objective:
The Fund invests primarily in equity and equity-related securities and fixed-income securities from around the world. The Fund may invest in any part of the capital structure in both public and private entities.
Investment Strategy:
A bottom up approach is taken to construct this Fund. The equities are chosen on a global basis and are coupled with the stability of investment grade Canadian bonds. Risk is further managed through extensive diversification across many industries, countries, and currencies.
Investor Suitability:
Investors seeking long-term growth at low-medium risk.
Key Fund Facts
Fund Code:
MAW130
Series Start Date:
Dec 31, 2013
Fund Net Asset Value:
Total Net Asset Value (Series A):
RRSP Eligibility:
Yes
Management Expense Ratio:
1.10% (as at 31 Dec 2025)
Meet the Fund Manager(s)
Steven VisscherCFA
Portfolio Manager, Balanced
placeCalgary
Greg PetersonCFA
Portfolio Manager, Balanced
placeCalgary
Fund Commentary
Sed viverra mi porta arcu porttitor lobortis. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Vivamus eu nibh interdum, viverra libero elementum, luctus felis. Etiam quis tortor vitae urna imperdiet dignissim in in nisi. Praesent purus risus, hendrerit nec lorem id, rutrum viverra ante. Curabitur lacinia ligula non odio facilisis, eget suscipit libero volutpat. Praesent posuere libero tortor.
A Word From the Fund Manager
Steven Visscher, CFA
Position / Title
00:00
Transcript:
"Sed viverra mi porta arcu porttitor lobortis. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Vivamus eu nibh interdum, viverra libero elementum, luctus felis. Etiam quis tortor vitae urna imperdiet dignissim in in nisi. Praesent purus risus, hendrerit nec lorem id, rutrum viverra ante."
Placeholder for now
— Steven Visscher, Portfolio Manager, Balanced