Morningstar

Mawer Global Equity A

Overview

    • NAV

      47.05

    • 1-Day Return

      0.28%

    • Fund Size

      8.1 Bil

    • MER

      1.300%

    • Category

      Canada Fund Global Equity

    • Share Class Type

      Do-It-Yourself

    • Investment Style

      Large Blend

    • TTM Yield

      0.44%

    • Turnover

      17%

    • Min. Initial Investment

      500

    • Risk Level

      Medium

    • Status

      Open

    • Inception Date

      Oct 22, 2009

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
21.49
-0.39
17.54
4.34
20.75
9.78
21.31
-11.21
17.06
10.72
-3.37
Category
11.85
3.32
13.58
-4.46
19.34
12.46
16.27
-14.08
16.19
21.92
5.73
Index
18.09
5.07
16.34
-1.17
20.52
14.59
17.27
-11.94
18.85
27.41
7.16
Quartile Rank
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is first
Quartile Rank is second
Quartile Rank is third
Quartile Rank is first
Quartile Rank is second
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is fourth
Percentile Rank
10
77
19
6
36
51
17
41
35
92
100
# of Invest. in Cat.
1,302
1,334
1,525
1,721
2,086
2,041
1,857
1,918
1,920
1,785
1,505
Category Name
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity

Price

Cost Illustration

Selected Option

Alternative Options

Sustainability

ESG Risk Rating

5/5

Corporate Sustainability Score
17.54 18.18
Sovereign Sustainability Score
11.64 11.70
Low Carbon Designation

Low Carbon

Carbon Risk Score
5.12

Strategy

The objective of the Fund is to invest for above-average long-term, risk-adjusted returns in securities of companies around the world. We will allocate capital to the best global opportunities, which may include both large and small capitalization companies. The amount invested in any one country will vary depending upon the economic, investment and market opportunities in each area. The Fund will be primarily invested in equity and equity-related securities. This is an all-capitalization, global equity fund. Treasury bills or short-term investments, not exceeding three years to maturity, may also be used from time to time.

Related Investments

Investment Name
Ticker
Inception
Net Assets
Front Load %
Deferred Load %
Expense Ratio %
Minimum Initial Purchase
12b-1 Actual
Purchase Constraint
Shareclass Attributes
Mawer Global Equity A
Mawer Global Equity A
MAW120
Oct 22, 2009
1.14 Bil
—
—
—
500.00
—
—
—
Mawer Global Equity Series O
Mawer Global Equity Series O
MAW220
Oct 22, 2009
7.05 Bil
—
—
—
50.00 k
—
T Institutional
—

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