(As of 3/31/2018)

Mawer Global Small Cap Fund Series A

(Global Small/Mid Cap Equity)



2016
2015
2014
2013
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(10/2/2007)
13.34 %
YTD Return 1.73 %
NAVPS
(4/20/2018)
$16.26
Change ($0.02) / -0.10 %
Growth of $10,000 (As of March 31, 2018)
MER 1.76 %
Assets ($mil) -
Rank (1Yr) 5/122
Std Dev (3Yr) 10.55 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The objective of the Fund is to invest for above average long-term returns in securities of smaller companies. The Fund will be primarily invested in equities. Investments will be made in companies around the world. The amount invested in any one country will vary depending upon the economic, investment, and market outlook and opportunities in each area. This is a smaller capitalization, global fund.
Management Co.
Mawer Investment Management Ltd.
Managers
Paul Moroz, Christian Deckart
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.62 1.73 10.32 1.73 16.91 11.84 19.49 14.61
Benchmark 0.06 2.02 8.39 2.02 11.74 8.94 14.45 9.65
Quartile Ranking 2 1 1 1 1 1 1 1

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 20.81 -0.68 29.14 12.07 46.97 29.51 0.33 16.27 39.72 -29.95
Benchmark 15.40 7.47 16.61 9.59 34.91 16.45 -10.22 18.08 31.40 -32.21
Quartile Ranking 1 2 1 2 1 1 1 2 1 1

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