Mawer Investment Management Quarterly Update – Q1 2023

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.

MSCI Disclaimer:

The MSCI info might solely be used on your inside use, is probably not reproduced or disseminated in any type and is probably not used as a foundation for or a element of any monetary devices or merchandise or indices. Not one of the MSCI info is meant to represent funding recommendation or a advice to make (or chorus from making) any form of funding determination and is probably not relied on as such. Historic information and evaluation shouldn’t be taken as a sign or assure of any future efficiency evaluation, forecast or prediction. The MSCI info is offered on an “as is” foundation and the person of this info assumes all the threat of any use fabricated from this info. MSCI, every of its associates and one another individual concerned in or associated to compiling, computing or creating any MSCI info (collectively, the “MSCI Events”) expressly disclaims all warranties (together with, with out limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and health for a selected objective) with respect to this info. With out limiting any of the foregoing, in no occasion shall any MSCI Occasion have any legal responsibility for any direct, oblique, particular, incidental, punitive, consequential (together with, with out limitation, misplaced earnings) or some other damages. ( FTSE Disclaimer:

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FTSE Russell is a buying and selling title of sure of the LSE Group firms. FTSE® is a commerce mark(s) of the related LSE Group firms and is/are utilized by some other LSE Group firm beneath license. “TMX®” is a commerce mark of TSX, Inc. and utilized by the LSE Group beneath license. All rights within the FTSE Russell indexes or information vest within the related LSE Group firm which owns the index or the information. Neither LSE Group nor its licensors settle for any legal responsibility for any errors or omissions within the indexes or information and no celebration might depend on any indexes or information contained on this communication. No additional distribution of information from the LSE Group is permitted with out the related LSE Group firm’s specific written consent. The LSE Group doesn’t promote, sponsor or endorse the content material of this communication.

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