Mawer New Canada Fund

Mawer New Canada Fund Premium Guru

Last Update: 03-22-2016
Related: Mawer Canadian Equity Fund

Number of Stocks: 53
Number of New Stocks: 3

Total Value: $1,058 Mil
Q/Q Turnover: 11%

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 (%)
20151.91.190.7
201412.113.69-1.6
201349.432.3917.0
3-Year Cumulative70.7 (19.5%/year)52.3 (15.1%/year)18.4 (4.4%/year)
201216.36160.4
20111.092.11-1.0
5-Year Cumulative100.7 (15%/year)80.4 (12.5%/year)20.3 (2.5%/year)
201023.9115.068.8
200951.2326.4624.8
2008-38.35-37-1.3
200716.635.4911.1
200615.3215.79-0.5
10-Year Cumulative211.9 (12%/year)102 (7.3%/year)109.9 (4.7%/year)
200518.044.9113.1
200429.5310.8818.7
200326.0628.68-2.6
200223.49-22.145.6
200129.03-11.8940.9
15-Year Cumulative857.9 (16.3%/year)107.5 (5%/year)750.4 (11.3%/year)
20008.13-9.117.2
19999.2121.04-11.8
1998-17.7628.58-46.3
199716.3633.36-17.0
199644.3922.9621.4
20-Year Cumulative1463 (14.7%/year)381.4 (8.2%/year)1081.6 (6.5%/year)
19955.5337.58-32.1
1994-2.881.32-4.2
199363.4410.0853.4
199210.567.622.9
199110.9530.47-19.5
25-Year Cumulative3111.7 (14.9%/year)937.3 (9.8%/year)2174.4 (5.1%/year)
19905.46-3.18.6
198912.6131.69-19.1

Top Ranked Articles

Mawer New Canada Fund Buys 3 New Stocks Fund favors smaller Canadian stocks with classic value criteria
Mawer New Canada Fund (Trades, Portfolio), founded in 1988, invests about $1.09 billion in assets, managed by Jeff Mo, CFA. Over 10 years, the fund has produced a 12.1% annual return, beating its benchmark BMO Small Cap Index’s 2.3% return for the same period. Read more...
Mawer New Canada Fund Sells Out of This 5-Star Holding Fund divests juice producer Lassonde Industries
The Mawer New Canada Fund (Trades, Portfolio) began its operations on Jan. 8, 1988. The fund is currently managed by Jeff Mo and Martin Ferguson. In December 2015, the fund sold out their holdings in Lassonde Industries Inc. (TSX:LAS.A). Read more...
Mawer New Canada Buys Five New Stakes During First Half of Year Real estate firm Colliers International was the largest new holding
The Mawer New Canada Fund (Trades, Portfolio) invests primarily in small-cap Canadian companies and is rated 5 stars by Morningstar. The reason is clear — the fund has consistently outperformed its benchmark, the BMO Small Cap Index, over the three-, five- and 10-year periods. Over the past 10 years, the fund has had an average annual return of 13.7% compared with just 5.6% for the index. Read more...
Mawer New Canada Fund Buys Birchcliff Energy
The Mawer New Canada Fund (Trades, Portfolio) is a five-star rated fund by Morningstar that invests primarily in smaller Canadian companies. Its investment strategy is a research-driven, bottom-up approach aimed at long-term holding. Read more...
Mawer New Canada Fund's Top New Buys
The Mawer New Canada Fund (Trades, Portfolio) seeks primarily smaller Canada-based companies, and sometimes includes Treasury bills or short-term investments with less than three-year maturity dates. It was founded in January 1988 and has a net asset value of $1.23 billion. Read more...
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Commentaries and Stories

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MAWER NEW CANADA, COLLIERS, REAL ESTATE, CANADA


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