Institutions

Use our Portfolio Builder Tool* to explore diversified portfolios of Mawer Mutual Funds designed to meet a wide variety of investment needs.

Choose your portfolio objective:
Move the slider below to select your objective and view the corresponding portfolio.
Income
Balanced
Growth
Fixed Income
0% Equities
100% Fixed Income
Balanced Income
30% Equities
70% Fixed Income
Conservative Balanced
45% Equities
55% Fixed Income
True Balanced
61% Equities
39% Fixed Income
Balanced Growth
76% Equities
24% Fixed Income
Growth
100% Equities
0% Fixed Income
Portfolio:
Portfolio:
How to construct this portfolio
Description
Asset Mix (As at: March 31, 2025)
Estimated Annual Fees
(As at: March 31, 2025)
MER
:
0.00%
TER
:
0.00%
MER + TER
:
0.00%
Risk Profile
Investor Suitability
To find out if this portfolio is right for you, please speak with your investment professional before making any investment decisions.
For additional information about the funds, performance, and risk ratings, please see the following Fund Profiles:
Ways to Invest in this Portfolio
We are pleased to offer several ways to invest with Mawer based on your level of investment and the advice/service required.
Online Discount Brokerages
Self-directed investors may purchase Mawer Mutual Funds through most major online discount brokerages. A minimum initial purchase of $500 per fund is required. Once the initial minimum is met, there are no minimum requirements for additional investments. To invest in Mawer Mutual Funds through an online discount broker, please contact the online discount brokerage directly.
BMO Investorline
CIBC Investor's Edge
RBC Direct Investing
Scotia iTrade
TD Direct
CI Direct Trading
Credential Direct/QTrade
Desjardins Online Brokerage
National Bank Direct Brokerage
Questrade
Investment Counselling through Mawer Investment Management Ltd.
Investors who wish to delegate the management of their investment portfolio may benefit from our Investment Counselling services. As a Mawer Investment Counselling client, we work with you to understand your financial goals, investing objectives, and attitude toward risk. We then construct a suitable investment portfolio using our Mawer Mutual Funds to meet your needs. Investment Counselling is a discretionary service—your dedicated Investment Counsellor manages your portfolio. This provides peace of mind by freeing you from the ongoing decision-making surrounding your investments. Investment Counselling is available for individuals, families, holding corporations, foundations, trusts and estates with a minimum $1 million investment. Learn more about Investment Counselling
Investment Dealers
You can also invest in Mawer Mutual Funds through your investment dealer. A minimum initial purchase of $500 per fund, per account, is required. Once the initial minimum is met, there is a subsequent purchase minimum of $50 per fund, per account. To invest in Mawer Mutual Funds through your investment dealer, please contact your Advisor directly.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund profile and the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mawer Mutual Funds are managed by Mawer Investment Management Ltd. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer
Mawer Mutual Funds do not have trailing commissions. If you purchased units of the Mawer Mutual Funds through a third-party dealer, you may be subject to commissions or additional sales charges. Please contact your dealer for more information.
*This tool is for illustrative purposes only, and the information obtained herein is not, and should not be construed as, investment or financial advice to any party. Particular investment decisions or strategies should be evaluated relative to each individual. This tool is not a substitute for consulting an investment professional. Model construction may vary on the accuracy and completeness of the data provided and have been compiled or arrived at from sources believed reliable but no representation or warranty, express or implied, is made as to their accuracy or completeness. Mawer Investment Management Ltd. accepts no liability whatsoever for any loss or costs arising from any use of this tool or its contents. When you are ready to explore your retirement and investment options in greater detail, please contact us at info@mawer.com
Questions?
We're here to help.
Phone: +1 (403) 262-4673
Toll-Free: +1 (800) 889-6248
Email: info@mawer.com
For general mutual fund inquiries:
Toll-Free: +1 (844) 395-0747
Email: investing@mawer.com
Portfolio
How to construct this portfolio
Description
Estimated Annual Fees
(As at: March 31, 2025)
MER
:
0.00%
TER
:
0.00%
MER + TER
:
0.00%
Risk Profile
Asset Mix
Investor Suitability
To find out if this portfolio is right for you, please speak with your investment professional before making any investment decisions.
Ways to Invest in this Portfolio
We are pleased to offer several ways to invest with Mawer based on your level of investment and the advice/service required.
Online Discount Brokerages
Self-directed investors may purchase Mawer Mutual Funds through most major online discount brokerages. A minimum initial purchase of $500 per fund is required. Once the initial minimum is met, there are no minimum requirements for additional investments. To invest in Mawer Mutual Funds through an online discount broker, please contact the online discount brokerage directly.
  • BMO Investorline
  • CIBC Investor's Edge
  • RBC Direct Investing
  • Scotia iTrade
  • TD Direct
  • CI Direct Trading
  • Credential Direct/QTrade
  • Desjardins Online Brokerage
  • National Bank Direct Brokerage
  • Questrade
Investment Counselling through Mawer Investment Management Ltd.
Investors who wish to delegate the management of their investment portfolio may benefit from our Investment Counselling services. As a Mawer Investment Counselling client, we work with you to understand your financial goals, investing objectives, and attitude toward risk. We then construct a suitable investment portfolio using our Mawer Mutual Funds to meet your needs. Investment Counselling is a discretionary service—your dedicated Investment Counsellor manages your portfolio. This provides peace of mind by freeing you from the ongoing decision-making surrounding your investments. Investment Counselling is available for individuals, families, holding corporations, foundations, trusts and estates with a minimum $1 million investment.
Investment Dealers
You can also invest in Mawer Mutual Funds through your investment dealer. A minimum initial purchase of $500 per fund, per account, is required. Once the initial minimum is met, there is a subsequent purchase minimum of $50 per fund, per account. To invest in Mawer Mutual Funds through your investment dealer, please contact your Advisor directly.
Contact Us
Toll-Free: +1 (844) 395-0747
|
Email: investing@mawer.com
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund profile and the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mawer Mutual Funds are managed by Mawer Investment Management Ltd. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Mawer Mutual Funds do not have trailing commissions. If you purchased units of the Mawer Mutual Funds through a third-party dealer, you may be subject to commissions or additional sales charges. Please contact your dealer for more information. This tool is for illustrative purposes only, and the information obtained herein is not, and should not be construed as, investment or financial advice to any party. Particular investment decisions or strategies should be evaluated relative to each individual. This tool is not a substitute for consulting an investment professional. Model construction may vary on the accuracy and completeness of the data provided and have been compiled or arrived at from sources believed reliable but no representation or warranty, express or implied, is made as to their accuracy or completeness. Mawer Investment Management Ltd. accepts no liability whatsoever for any loss or costs arising from any use of this tool or its contents. When you are ready to explore your retirement and investment options in greater detail, please contact us at info@mawer.com