• Mawer Balanced Fund Series A (MAW104)
  • View MAW104 Profile
  • View Questions on MAW104
• Vanguard Balanced ETF Portfolio (VBAL)
  • View VBAL Profile
  • View Questions on VBAL

Q: Thank you for providing a comparison of the 2 today. If I sell MAW104 for tax loss and buy VBAL within 30 days, do you think there is risk of Revenue Canada not allowing the claim of tax loss?

Upvote 2

Read Answer Asked by D on November 22, 2023

• Mawer Balanced Fund Series A (MAW104)
  • View MAW104 Profile
  • View Questions on MAW104
• Vanguard Balanced ETF Portfolio (VBAL)
  • View VBAL Profile
  • View Questions on VBAL

Q: Peter; Can you compare returns of the above two and which would be your preference? Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on November 22, 2023

• Mawer Balanced Fund Series A (MAW104)
  • View MAW104 Profile
  • View Questions on MAW104
• Mawer Canadian Bond Fund Series A (MAW100)
  • View MAW100 Profile
  • View Questions on MAW100

Q: Hello 5i Research
I would like to initiate a position in mawer bond fund . I currently own most of their other funds , what are your thoughts or should I add to mawer Canadian balance fund that holds about 30 % bonds .
Thanks

Upvote 0

Read Answer Asked by claudio on March 13, 2023