Q: I am 65 and retired with about $150,000 invested in the Mawer Balanced Fund for the long term. I redeem about $700 each month to supplement my company pension. Is this a good vehicle for the purpose Or is something else more suitable?
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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: Recently I moved my investments from manulife funds to mawer. Manulife had a gauarenteed 5% return but the higher management fees were my reason for the switch. The mawer adviser put all of my investments into the balanced fund series a. I took a hit on the move due to the manulife dsc, but had a few weeks of good returns to make up for it. Was this a good move long term and should I not panic over the last couple of days. Should I look to some of their other funds so I’m not all in on the balanced fund.
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Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB)
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Global X S&P 500 Index Corporate Class ETF (HXS)
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Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
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Global X US 7-10 Year Treasury Bond Index Corporate Class ETF (HTB)
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Mawer Balanced Fund Series A (MAW104)
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Global X Europe 50 Index Corporate Class ETF (HXX)
Q: I have a sizeable position in the Mawer balanced fund in my non-registered account from the sale of house a couple years ago. I have treated this as a standalone portfolio so that should I decide to use the funds for a large purchase such as another house, I do not need to make a larger number of trades to rebalance my main portfolio.
As I do not anticipate using the funds for a number of years, I have been considering replacing MAW104 with Horizon's swap based ETFs to defer any taxable income and create a balanced portfolio from the 5 funds. My thought is that over a number of years the tax savings and reduced MER may outweigh the potential returns of the actively managed fund.
My main reservations in proceeding are the liquidity of these ETFs through an economic downturn or major market sell off, and with the solid long term returns of the MAW104 fund, is there really much upside in making the switch?
Appreciate your thoughts.
As I do not anticipate using the funds for a number of years, I have been considering replacing MAW104 with Horizon's swap based ETFs to defer any taxable income and create a balanced portfolio from the 5 funds. My thought is that over a number of years the tax savings and reduced MER may outweigh the potential returns of the actively managed fund.
My main reservations in proceeding are the liquidity of these ETFs through an economic downturn or major market sell off, and with the solid long term returns of the MAW104 fund, is there really much upside in making the switch?
Appreciate your thoughts.
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Mawer Global Small Cap Fund Series A (MAW150)
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Mawer Global Equity Fund Series A (MAW120)
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Mawer International Equity Fund Series A (MAW102)
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Mawer Balanced Fund Series A (MAW104)
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
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: Can you recommend a Canadian mutual fund provider that mimics the Mawer funds excellent performance and metrics? I have an rbc direct account that does not allow Mawer funds. I am looking for a global balanced fund with a reasonable mer. Thanx.
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Mawer Balanced Fund Series A (MAW104)
Q: Hello, I would like to put some money into an ETF or mutual fund. Would be in for the long term +5 years.
Would these three be acceptable for dividend, stability and small growth? I’am retired and need income, but not interested in U.S. tax filing.
Would you invest in all three? Or do you have a better suggestion with one or two ETF’s ?
Thanks
Would these three be acceptable for dividend, stability and small growth? I’am retired and need income, but not interested in U.S. tax filing.
Would you invest in all three? Or do you have a better suggestion with one or two ETF’s ?
Thanks
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Laddered Preferred Share Index ETF (ZPR)
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Horizons Active Floating Rate Preferred Share ETF (HFP)
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Mawer Global Small Cap Fund Series A (MAW150)
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Mawer Global Equity Fund Series A (MAW120)
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Mawer International Equity Fund Series A (MAW102)
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Mawer Balanced Fund Series A (MAW104)
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
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BMO US High Dividend Covered Call ETF (ZWH)
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iShares Canadian Financial Monthly Income ETF (FIE)
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Mawer Balanced Fund Series A (MAW104)
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Mawer Canadian Equity Fund Series A (MAW106)
Q: Hi,
I have these 4 in my RRSP and have about $26,000 in cash to invest there. What would you suggest for this money and would you suggest changing of any my current holdings. Looking at a 5 year hold. Thank you.
I have these 4 in my RRSP and have about $26,000 in cash to invest there. What would you suggest for this money and would you suggest changing of any my current holdings. Looking at a 5 year hold. Thank you.
Q: Hi, I own the Sentry NCE 1032 fund in my rrif for many years ,what is your opinion about this fund ? ,Im thinking about switching to another one maybe in the Mawerfamily.or do you have some other suggestion?
thanks for your advice.
thanks for your advice.