Mawer New Canada Fund

Mawer New Canada Fund

Mawer New Canada Fund
Last update 2020-03-30 50 Stocks (4 new)
Value $1.42 Bil Turnover 12 %
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Mawer New Canada Fund 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.

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."
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Performance of Mawer New Canada Fund

Year Return % S&P500 % Excess Gain %
2020 19.3 16.16 3.1
2019 28.8 28.79 0
2018 -10.2 -6.35 -3.8
3-Year Cumulative (2018-2020) 37.99 (11.33/Year) 40.10 (11.90/Year) -2.09 (-0.57/Year)
2017 3.9 19.38 -15.5
2016 19.3 9.64 9.7
5-Year Cumulative (2016-2020) 71.04 (11.33/Year) 83.38 (12.89/Year) -12.32 (-1.56/Year)
2015 1.9 -0.81 2.7
2014 12.1 11.29 0.8
2013 49.4 29.69 19.7
2012 16.36 13.47 2.9
2011 1.09 -0.2 1.3
10-Year Cumulative (2011-2020) 243.35 (13.13/Year) 197.30 (11.51/Year) 46.05 (1.62/Year)
2010 23.91 12.84 11.1
2009 51.23 23.49 27.7
2008 -38.35 -38.28 -0.1
2007 16.63 3.24 13.4
2006 15.32 13.74 1.6
15-Year Cumulative (2006-2020) 433.49 (11.81/Year) 200.24 (7.60/Year) 233.25 (4.21/Year)
2005 18.04 3.01 15
2004 29.53 8.62 20.9
2003 26.06 26.12 -0.1
2002 23.49 -22.81 46.3
2001 29.03 -12.87 41.9
20-Year Cumulative (2001-2020) 1538.41 (15.01/Year) 184.95 (5.38/Year) 1353.46 (9.63/Year)
2000 8.13 -10.68 18.8
1999 9.21 19.11 -9.9
1998 -17.76 27.05 -44.8
1997 16.36 31.45 -15.1
1996 44.39 20.1 24.3
25-Year Cumulative (1996-2020) 2573.35 (14.05/Year) 508.06 (7.49/Year) 2065.29 (6.56/Year)
1995 5.53 34.94 -29.4
1994 -2.88 -2.21 -0.7
1993 63.44 6.03 57.4
1992 10.56 4.46 6.1
1991 10.95 26.31 -15.4
30-Year Cumulative (1991-2020) 5393.18 (14.29/Year) 1022.54 (8.39/Year) 4370.64 (5.90/Year)
1990 5.46 -6.56 12
1989 12.61 27.25 -14.6

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