Mawer New Canada Fund

Mawer New Canada Fund Canadian Guru

Last Update: 2014-03-25
Related: Mawer Canadian Equity Fund

Number of Stocks: 54
Number of New Stocks: 5

Total Value: $1,176 Mil
Q/Q Turnover: 10%

Countries: CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:

Mawer New Canada Fund' s Profile & Performance

Profile

Mawer New Canada Fund’s inception date is January 8, 1988. It is managed by Martin Ferguson, CFA, and Jeff Mo, CFA.

The investment objective of the Mawer New Canada Fund is to invest for above average long-term returns in securities of smaller Canadian companies. Treasury bills or short-term investments, not exceeding three years to maturity, may also be used from time to time. This is a smaller capitalization fund and it is suit for investors seeking long-term, above average growth who can tolerate significant volatility, which means higher risk.

Web Page:http://www.mawer.com/mutual-funds/fund-profiles/mawer-new-canada-fund/

Investing Philosophy

"In order to achieve its investment strategy objectives, the Manager systematically creates a broadly diversi?ed portfolio of wealth-creating companies with excellent management teams bought at discounts to their intrinsic values. The Manager employs a highly disciplined, research-driven, bottom-up process and a long-term holding period to allow for investor recognition or corporate growth, and to minimize transaction costs."

Total Holding History

Performance of Mawer New Canada Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201349.431.5517.9
201216.3615.41.0
20111.092.08-1.0
3-Year Cumulative75.7 (20.7%/year)55 (15.7%/year)20.7 (5%/year)
201023.9115.068.8
200951.2326.4624.8
5-Year Cumulative229.3 (26.9%/year)125.5 (17.7%/year)103.8 (9.2%/year)
2008-38.35-37-1.3
200716.635.6111.0
200615.3215.79-0.5
200518.044.9113.1
200429.531217.5
10-Year Cumulative317.5 (15.4%/year)104.1 (7.4%/year)213.4 (8%/year)
200326.0628.7-2.6
200223.49-22.145.6
200129.03-11.940.9
20008.13-9.117.2
19999.2121-11.8
15-Year Cumulative890.3 (16.5%/year)98.3 (4.7%/year)792 (11.8%/year)
1998-17.7628.6-46.4
199716.3633.4-17.0
199644.392321.4
19955.5337.6-32.1
1994-2.881.3-4.2
20-Year Cumulative1302.4 (14.1%/year)483.2 (9.2%/year)819.2 (4.9%/year)
199363.4410.153.3
199210.567.63.0
199110.9530.5-19.6
19905.46-3.18.6
198912.6131.7-19.1
25-Year Cumulative3239 (15.1%/year)1050.7 (10.3%/year)2188.3 (4.8%/year)

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Commentaries and Stories

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