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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Morning 5i,

I’ve been offered a DCPP with my employer and I have to select the funds to allocate contributions to.

Available are the typical Canada, US, EAFE low cost indexes as well as the Mawer Global Equity Fund (with a heavily discount MER). In your opinion would it be best to spread out my contributions to create a passive global index strategy or is it better to go with Mawer Global Equity? What do you do if you were me?

Also, if you were to spread it amongst the geographic indexes, what would the the suggested breakdown between the different countries?

Thanks for your time!
Read Answer Asked by Semper on December 14, 2021
Q: Any reasons that 5i can see that would account for the large difference in 10 year and 5 year in the performance of these companies that operate in similar industry. Companies outside of Canada have dramtically outperformed

10 year # including Div AON 470 MMC478 MFC 105 GWO 135 SLF 235

AON and MMC are 2 long term holdings in MAW120 and I am thinking of selling SLF and adding to MAW120
Read Answer Asked by blake on August 03, 2021
Q: Thx for mentioning these 2 actively global managed mutual funds in March for my RSP. I am looking for 1 more that 5i likes. I prefer a global mutual fund with a reasonable MER. Thx
Read Answer Asked by blake on January 06, 2021
Q: Dear Team,
Of all the Mawer funds, which one or two would be your preferred choices?
And yes, your information and services have been excellent in these uncertain times!
Thank you for that!
Read Answer Asked by Sigrid on April 27, 2020
Q: I have owned these two mutual funds for several years now through my broker but am generally not impressed with the overall returns. Can you suggest better mutual funds?
Read Answer Asked by Bob on September 10, 2019
Q: I have targeted general [not sector-specific] funds/ ETFs at up to 14% of total portfolio because of fund/ ETF attributes or performance. Please advise on selection and additions/ deletions of current and Watchlist or other.
Currently the allocation is XMU 8%, Edgepoint Gbl Port - 33% [4.5% total portfolio] + CYB - 3.5%, Mawer Gbl Eq and FID Gbl Innovators and AARK all at 11%, TD US Mid-Cap Growth - 9%. My watchlist includes DGRO [value - dividend growth], MAN Gbl Small Cap [previously sold] and TD US Blue Chip.
Read Answer Asked by sam on January 27, 2019
Q: Good morning,
I'm 70 years old and with yet a new year upon us and a review of the holdings in my non reg equity portfolio, I'm concerned that my $650K non reg equity portfolio has slowly grown into a "hodge podge" of miscellaneous holdings that need to be trimmed, better concentrated (minimum 5% per holding) along with the addition of a few additional names in sectors that are not currently represented. My current holdings are as follows:
AQN (3.3%),BCE (11.6%)BAM.A(3.8%),CU (4.5%),DIV(2.8%),EMA (2.4%),KEY(2.2%),XIU(5.2%),XIC (33.2%),XDV(18.4%),SLF(3.6%),T(2.9%),T(2.9%),MAW120(3.1%)MAW102(3%).
I would very much appreciate your suggestions on how to best to adjust my current non reg equity portfolio to make it easier to manage and follow. I'm open to adding an appropriate mix of ETFs or Mawer equity funds as need be. My RRSP and TFSA are pretty much all populated with a mix of relatively low MER Mawer equity funds which have performed well over the years. I thank you in advance and look forward to hearing your sage advice and recommendations.
Francesco
Read Answer Asked by Francesco on January 09, 2019
Q: Hi.

Comparing Global ETFs (XEF, VXC) [7-year AARR ~6.3%] versus MFs (RBF1067, RBF1370, MAW120, AIM1593) [10-year AARR net MER ~10%].

Hard to compare these with the tools I have at my disposal, but it appears that smart management of Global investments maybe be worth the MER ding. Your thoughts?

Haven't owned in MF in years, but maybe it makes sense here...

Thank you.
Read Answer Asked by Paul on October 29, 2018
Q: Hi Peter & Ryan, Is there any ETF'S in Canada that could replicate the above Mawer funds in performance.
Thanks, as always, for your great service
Ivan
Read Answer Asked by Ivan on August 14, 2018
Q: Hi Peter & Team,
Would this be a good portfolio of Mawer Funds for a time frame of at least 15 years, or is there something I am missing or could be improved upon.
Thanks for your input
Ivan
Read Answer Asked by Ivan on March 14, 2018
Q: Hi 5i, I am looking for a relatively safe environment in view of future interest rate increases. Please rate the above list, also can you tell me if there are any withdrawing charges in the Mawers. Perhaps suggesting other ones you prefer. I am 85 year young and like to have safety with some income. Like the new changes, many thanks for your help. J.A.P, Burlington
Read Answer Asked by Joseph on November 10, 2017
Q: Hallo 5I, Can you suggest similar ETFs in place of the above mutual funds. Also, the actual cost of a Mut.Fnd in view of the MER and Magt. Exp.Do
Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on June 30, 2017