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Mawer Global Equity Fund
( As at March 31, 2026 )
Fund Code
MAW120
Asset Class
Equity Funds
NAV
Morningstar Rating™
starstar
(As at Invalid Date)
Fund Overview
Objective:
The Fund invests in equity securities of companies from around the world. The Manager will allocate capital to the best global opportunities, which may include both large and small capitalization companies. Treasury bills or short-term investments, not exceeding three years to maturity will also be used.
Investment Strategy:
In order to achieve its investment objectives, the Manager systematically creates a broadly diversified portfolio of wealth-creating companies with excellent management teams bought at discounts to their intrinsic values. The Manager employs a highly disciplined, research-driven, bottom-up process and long-term holding period to allow for investor recognition or corporate growth, and to minimize transaction costs.
Investor Suitability:
Investors seeking long-term, above-average growth who can tolerate equity volatility. Medium risk.
Key Fund Facts
Fund Code:
MAW120
Series Start Date:
Oct 22, 2009
Fund Net Asset Value:
Total Net Asset Value (Series A):
RRSP Eligibility:
Yes
Management Expense Ratio:
1.31% (as at 31 Dec 2025)
Meet the Fund Manager(s)
David Ragan
CFA Board Director, Portfolio Manager, Global, International, EAFE Large Cap Equity
Learn More 
Paul MorozCFA
Portfolio Manager, Global Equity, Private Investments
placeCalgary
David RaganCFA
Board Director, Portfolio Manager, Global, International, EAFE Large Cap Equity
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placeCalgary
Manar Hassan-AghaCFA
Portfolio Manager, Global Equity
placeCalgary
Fund Commentary
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A Word From the Fund Manager
Paul Moroz, CFA
Position / Title
00:00
Transcript:
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Placeholder for now
— Paul Moroz, Portfolio Manager, Global Equity, Private Investments