Investment Q&A

Q: Hi 5i,

Could you recommend a replacement for this mutual fund; ideally something that gives some exposure to outside NAM markets with some income distribution. If this mutual fund is the best alternative, please feel free to let me know. I held this for few several years; and only up 8% total with no income generation.

Q: I have held Mawer 102 for many years and would appreciate your thoughts on this fund and if you would suggest something International that may do better this the fund. Thank you as always. Barbara

Q: I am overweight USA and Canada and looking to either add general global exposure with maw102 or more europe focused VE etf ( which isn't listed in your pulldown list for some reason!). I already hold these 2 products so plan is to top up one or the other. Which do you prefer currently.

Q: I hold a substantial position in the Mawer International Equity Fund and it is down about 25% YTD. What are your thoughts? hang on, move on to another Mawer Fund or get out and buy another security? Thank You.

Q: I presently own Mawer US equity 108 and 150 global small caps
Would like your recommendations as to buying two more Mawer funds that are down a lot and may have some good upside in the next two/three years
Alternatively can you recommend an ETF instead of the mawer funds you choose since the etf would have lower fees
Finally would You choose the Mawer funds over the ETFs you recommend in spite of the higher Mawer fees with the expectation of better returns from Mawer ?
I would like to purchase with Canadian dollars
Thank you

Q: Looking at the above MAWER funds which I believe you still like in the Mutual Fund field. I am interested in MAW 108 which is US Equity. MAW 120 is I think 56% US/ Canada with several of the holdings the same as in MAW 108 and 33 % Europe. MAW 102 seems to be 65% Europe incl UK ,27% Far East and only 5% US.So would MAW 108 and MAW 102 be a better combo? I guess it is a question of whether one thinks Europe will perform better than the US . Thanks for any help.Paul

Q: Hello!
Wanting to increase foreign exposure and wondering if now would still be a good time to enter any of these names. Since China appears to have Covid more under control is this a good place to invest especially in consumer discretionary. If entering these names does one wait for pullback or enter now. As well, is it better to go with a mutual fund as opposed to ETFs for international/emerging market exposure?

Q: For international/global investments, Mawer appears to have performed well.
Would you consider either of these mutual funds adequate exposure or would there be also ETFs that would cover similar holdings, which I would prefer.
Thank you!

Q: On yahoo finance charts, When I compare Mawer global equity fund vs enzl/ewl it shows that it outperforms those etfs.

But If you consider the currency conversion is it fair to say enzl and ewl have outperformed the Mawer Global fund?

Q: Hello 5i: Thank you for holding our hands during this difficult time, it is much appreciated. I ask about the Mawer funds, in particular 104, 150, 102. I hold these funds in a RRIF and as all above purchase price I ask if you would keep these funds or are there vehicles that have more potential upside? Thank you Barb

Q: I enrolled in Portfolio analytics and found that your system does not recognize several of my holdings:
ishares msci switzerland etf
ishares msci netherlands etf
ishares msci japan etf
MAWER INTERNATIONAL EQUITY FUND 102 NL
MD BOND FUND MDM010
MD DIVIDEND GROWTH FUND MDM400
How can I include these holdings in my portfolio Analytics and do you have any comments on them. My inclination is to get rid of the fee based mutual funds and find something cheaper and with a better record
Thanks

Q: Could I get your opinion on the potential for VIGI. I am looking for safety with modest growth in my RIF. Is it dependent on Brexit or mainly just the European economy? I also hold MAW102 and VIG which have both performed better than VIGI. I have considered selling VIGI and investing the proceeds 50/50 in the other two. Comment and suggestions appreciated

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

Q: I hold roughly full positions ing MAW102 and VIGI which is my full exposure to the international market. I have done quite well with MAW102 in the past. Can you suggest a better mix or alternatives to the International markets?
Thanks for your help, I will definitely renew my subscription.
Doug

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

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

Q: Good Morning, I am looking at Mawer 102 International Equity and Mawer 120 Global
Equity. How do you compare the two Mutual Funds? Which one of the two would
you buy today and why for a long term investment?

Q: I own NBC7603 - Meritage International Equity Portfolio - which represents ~4.5% of my cash account. I am thinking of replacing it with MAW102 as the MER is lower ( 2.8% for NBC7603 vs 1.43% for MAW102). I would have a good capital gain which I could offset with a large contribution to my RRSP (I haven't made any contributions in a couple of years).
Instead would you suggest a Canadian ETF which would have a similar exposure and a lower MER such as XAW( World except Canada), VEE (emerging markets) or XEF (MSCI EAFE)?
Season's greetings to the 5i team !
Elaine

Q: Hi 5I, I like the above MFs but dislike their MER and Mgmt. charges, can you suggest equivalent ETFs with similar or alike holdings.
Also, can I buy Maw102 in my RBC Direct (discount broker)? account?
Many thanks for your advise. J.A.P, Burlington Ont.

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