Mawer Balanced Fund Quote
| 0P0000714D | CAD 38.51 0.04 0.10% |
PerformanceSolid
| Odds Of DistressLow
|
Mawer Balanced is trading at 38.51 as of the 22nd of July 2025, a 0.1% down since the beginning of the trading day. The fund's open price was 38.55. Mawer Balanced has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The investment objective of the Mawer Balanced Fund is to achieve above-average long-term returns from income and capital gains. Mawer Balanced is traded on Toronto Stock Exchange in Canada. More on Mawer Balanced
Moving together with Mawer Fund
| 0.99 | 0P0000706A | RBC Select Balanced | PairCorr |
| 0.99 | 0P0001FAU8 | TD Comfort Balanced | PairCorr |
| 0.99 | 0P0000YSHA | Desjardins Melodia | PairCorr |
| 0.98 | 0P00007069 | RBC Portefeuille | PairCorr |
Mawer Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Mawer Balanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mawer Balanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Global Neutral Balanced, Mawer Investment Management Ltd (View all Sectors) |
| Beta In Three Year | 1.1 |
| Startdate | 30th of June 2006 |
Mawer Balanced [0P0000714D] is traded in Canada and was established 22nd of July 2025. The fund is listed under Global Neutral Balanced category and is part of Mawer Investment Management Ltd family. Mawer Balanced presently has accumulated 3.81 B in total net assets with minimum initial investment of 5 K. , while the total return for the last 3 years was 5.48%.
Check Mawer Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mawer Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mawer Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mawer Balanced Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Mawer Balanced Risk Profiles
Although Mawer Balanced's alpha and beta are two of the key measurements used to evaluate Mawer Balanced's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2676 | |||
| Semi Deviation | 0.0913 | |||
| Standard Deviation | 0.3592 | |||
| Variance | 0.129 |
Mawer Balanced Against Markets
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Other Information on Investing in Mawer Fund
Mawer Balanced financial ratios help investors to determine whether Mawer Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mawer with respect to the benefits of owning Mawer Balanced security.
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