Investment Q&A

Q: What do you think of this as a global fund (ex. Canada) and are there better choices to consider?

Q: Hi Peter
MAWER has a new fund which is called MAWER EAFE Large Cap Fund MAW170.
It's region, weight and some of the top 25 stocks held are the same as the MAW102 International Fund and has the same manager.
If you were to buy one of these two funds which one would you buy and why?
Cheers Ron

Q: Would appreciate your comments on these two funds with respect to investment strategy, costs and any other considerations. Thanks, Brian

Q: I am helping my niece set up with ETF. She is holding the below funds right now. Can you please advise their fees and which ETF would you suggest replacing them with? Is there a site where you can check the mutual fund fees and performance?

PH&N LifeTime 2045 Fund
RBC Canadian Equity Fund
RBC Balanced Fund
BLK Balanced Index
Capital Global Equity
BLK US Equity Index

Thanks for your help
Hector

Q: Hello Peter & team,

Can you please provide your opinion on this ETF and where it might rank in your views? Is it a smart investment with approx $300,000?

I noticed it has a fee of 1.66% with a yield of 1.54%. Could you please provide me a comparison of these fees and yield with those applicable to XSB, CBO, XYH, XBB, VCB and where the BMO ETF might rank compared to these?

Thanks for all you do

gm

Q: My full service advisor has suggested I sell passive ETF's ZDY, ZGI & VDU and buy active fund Capital Goup Global International Equity (CIF 843). The passive holdings have no trailing commission the active fund does. But it seems the active fund performance is much better? Could please give me your opinion if this would be advisable - thanks for your usual great advice.

Q: Peter and team
After getting out of the market in March, I am thinking of reinvesting my non registered money in Mawers Tax Advantage Balanced Fund. I intend to pay any tax bills from this money.
Would I be facing complicated tax calculations at year end for each withdrawal I made?
Would it be better to go with a Balanced ETF such as VBAL?
Thanks
Phil

Q: Hello
I have held the Chou fund CL A-FE for a number of years and YTD on this fund is -24 should I continue to hold or should I take a loss and sell?

Q: Good morning,
My grandson is 9 years old and I've set up for him a Non Registered Informal Trust account in which I contribute a few thousand dollars every year.
This Informal Trust non registered account is comprised of a selection of Horizon Corporate Class TRI ETFs that do not distribute any income or dividends that could otherwise be attributed back to the contributor. That being said, this informal trust account also holds one mutual fund (MAW 150) that does make distributions at the end of the year and that I would like to sell and invest the proceeds with another Horizon Corporate Class TRI ETF.
My question is regarding the best time to sell this MAW 150 and more specifically whether there is any advantage in replacing the fund immediately with a Horizon TRI ETF or waiting until the end of the year after Mawer makes its annual distribution (disregard the effect of attribution in your response).
Thank you and I look forward to hearing your thoughts and recommendation.
Francesco

Q: Hi 5i,

Thank you in advance for you guidance. It is much appreciated. So, I am very bullish for gold and silver. I have invested in physical gold and but I want to take advantage of gold and silver companies as well. I love The Gold Fund at EuroPacific Asset Management (https://europacificfunds.com/funds/gold-fund/) that is managed by Adrian Day, but it requires a $100K minimum investment for Canadians. Can you recommend a really great ETF or Mutual Fund that is similar?

Q: I own units in this mutual fund. It says that it dropped 55% yesterday. Is this correct and if so what would be the reason for the significant decrease in one day?

Q: For a retired person that wants to preserve their capital, what do you think about
RBC series A mutual fund RBF 209?

Q: Can I have your opinion on this etf. Has done well since the March sell off, but long term not so much. Has many of your growth favorites. Was there a recent change in management or strategy to explain this uptick.
Thanks Peter

Q: I want to invest in a global small cap etf/mutual fund , is the Mawer global small cap a good choice . Any other alternative.
Thanks

Q: Good day
If I wanted to purchase ETFs instead of Mawer funds what would be the equivalent ETFs in Canada or the US
Thanks

Q: Would like to get your thoughts on the TD Dividend Growth Fund - D. I was thinking of taking some profit. Are there better recommendations ? I am retired.

Q: First, I wanted to thank you for your Canadian portfolio suggestions, especially for the balanced and growth ones. I've been very lucky on timing, still I am extremely happy with the service, advices and the gains this year. On another note, I am looking to allocate 10%-15% of my locked-in RSP in either an international or global well managed portfolio composed of small cap and/or mid cap stocks. Looking for intelligent high risk. I have a long time horizon (I am 30 years old). I would prefer actively managed or an ETF you strongly believe in, diversified and with a strong track record. I had MAW150 in mind, but when I look at the top 10 positions individually... They are pretty much all at their all time high and I'm not sure if they have a lot more room for growth ahead this year or next year factoring all the risk that remains. I know it's almost impossible to time the market, but if I can dodge a speculative correction like there was for tech this week, I would be more than happy. All that said, which one(s) would you recommend considering the most for September 2020 based on your expertise.
Thank you again.

Q: Hi team

I have held this for years, not going anywhere, lost some money

would you say that Europe could do better next year ?
or the Brexit and the Cov-19 is making the economic prediction worse in
the next 12-24 months ?
I could replace it with one of the Mawer International funds which I have
thanks
Michael

Q: Greetings to all:
On August 21 , Paulettte asked a question about 1801. My question is
what is difficult about duplicating a fund that only returns 3.36% over
5 years, or do you mean that Global growth and income funds overall
are difficult to duplicate? I have a friend who is trying to put me into some Edgepoint and after reviewing most of their returns I can't see
that as you say about 1801 that any of them are a must own. I think
Mawer has a better lineup of funds. Please explain what you meant about 1801, and give your opinion of my assessment of their funds.
Thanks,
BEN.

Q: I have some US GIC's that have matured and my advisor at RBC is recommending the RBC US Short-term Corporate Bond Fund as interest rates have declined so much for GIC's.
Would you consider this to be a good move or is there something else I should be considering.