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Mawer Balanced A

MAW104
27.88
+0.16
+0.57%
2017-10-20
5 Years
  • Previous Close

    27.73

  • Net Assets

    2.28B

  • Yield

    1.04%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Mawer Investment Management Ltd

Fund Style

Open

Fund Manager

Greg Peterson

Investment Style

Large Growth

The investment objective of the Mawer Balanced Fund is to achieve above-average long-term returns from income and capital gains. We intend to achieve this objective by investing up to all of the assets of the Fund in other Mawer Mutual Funds, as well as by investing directly in equity and equity-related securities and fixed-income securities such as treasury bills, short-term notes, debentures, and bonds.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 5,000
Initial Purchase: AIP 5,000

Inception

1988-02-12

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