Q: I have a sizeable amount of my Retirement savings invested in Mawer Global Balanced fund and have been a big fan of Mawer over past years. YTD this fund as well as many other Mawer funds have underperformed their benchmarks. A 3rd Party Advisor suggested over the Long run I would do better to avoid the fees and utilize either VBAL or XGRO on a Passive basis thus avoiding Management fees and the eventual underperformance of Fund Picking vs Passive investing.
What do you think of Mawers underperformance recently and which strategy would best serve the needs of a moderate knowledge investor to maximize Performance?
What do you think of Mawers underperformance recently and which strategy would best serve the needs of a moderate knowledge investor to maximize Performance?
