Mawer Investment Management Quarterly Update – Q1 2023
This doc is for informational functions solely. Commissions, trailing commissions, administration charges and bills all could also be related to mutual fund investments. Please learn the fund info and the prospectus earlier than investing. The indicated charges of return are the historic annual compounded complete returns together with modifications in unit worth and reinvestment of all distributions and don’t keep in mind gross sales, redemption, distribution or optionally available prices or revenue taxes payable by any securityholder that might have decreased returns. Mutual funds will not be assured, their values change ceaselessly and previous efficiency is probably not repeated. Mawer Funds are managed by Mawer Funding Administration Ltd. Mutual fund securities will not be lined by the Canada Deposit Insurance coverage Company or by some other authorities deposit insurer.
This Mawer Quarterly consists of sure statements which can be “ahead wanting statements.” All statements, aside from statements of historic reality, included on this report that deal with actions, occasions or developments that the portfolio advisor, Mawer Funding Administration Ltd., expects or anticipates will or might happen sooner or later, together with things like anticipated monetary efficiency, are ahead wanting statements. The phrases “might”, “might”, “would”, “ought to”, “imagine”, “plan”, “anticipate”, “count on”, “intend”, “forecast”, “goal” and related expressions are supposed to establish ahead wanting statements. These ahead wanting statements are topic to varied dangers and uncertainties, together with the dangers described within the Simplified Prospectus of the Fund, uncertainties and assumptions concerning the Fund, capital markets and financial elements, which might trigger precise monetary efficiency and expectations to vary materially from the anticipated efficiency or different expectations expressed. Financial elements embrace, however will not be restricted to, normal financial, political and market elements in North America and internationally, curiosity and international alternate charges, world fairness and capital markets, enterprise competitors, technological change, modifications in authorities laws, surprising judicial or regulatory proceedings, and catastrophic occasions.
All opinions contained in ahead wanting statements are topic to alter with out discover and are offered in good religion however with out obligation. The portfolio advisor has no particular intention of updating any ahead wanting statements whether or not because of new info, future occasions or in any other case, besides as required by securities laws. Sure analysis and details about particular holdings within the Fund, together with any opinion, relies upon numerous sources believed to be dependable, nevertheless it can’t be assured to be present, correct or full. It’s for info solely, and is topic to alter with out discover.
Index returns are provided by a 3rd celebration—we imagine the information to be correct, nonetheless, can’t assure its accuracy. Index returns are sourced from FTSE Russell, FactSet, and BMO Capital Markets.
Efficiency returns for the Mawer Mutual Funds and benchmarks are calculated by Mawer Funding Administration Ltd. These returns are historic easy returns for the three month, YTD, and 1 12 months durations, and annualized compounded complete returns for durations after 1 12 months.
Non-performance associated materials on this doc displays the opinions of the author, and doesn’t replicate reality or predictions of precise occasions or impacts, and can’t be relied upon for investing functions or as funding recommendation or ensures of any sort.
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