Mawer Global Small Fund Quote
| 0P00009XRG | CAD 15.47 0.04 0.26% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Mawer Global is trading at 15.47 as of the 2nd of December 2024, a 0.26% down since the beginning of the trading day. The fund's open price was 15.51. Mawer Global has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Mawer Global Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2023 and ending today, the 2nd of December 2024. Click here to learn more.
The objective of the Mawer Global Small Cap Fund is to provide above-average long-term, risk-adjusted returns by investing primarily in securities of smaller companies around the world. Mawer Global is traded on Toronto Stock Exchange in Canada. More on Mawer Global Small
Moving against Mawer Fund
| 0.72 | 0P000070HA | CI Global Alpha | PairCorr |
| 0.72 | 0P0000716B | Mawer Equity A | PairCorr |
| 0.69 | 0P0000733H | RBC Global Technology | PairCorr |
| 0.65 | 0P00007138 | RBC sciences biologiques | PairCorr |
| 0.64 | 0P000070JI | Fidelity Technology | 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 Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mawer Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Small Growth Funds, World Allocation Funds, Global Small/Mid Cap Equity, Mawer Investment Management Ltd (View all Sectors) |
| Beta In Three Year | 0.79 |
| Startdate | 2nd of October 2007 |
Mawer Global Small [0P00009XRG] is traded in Canada and was established 2nd of December 2024. The fund is listed under Global Small/Mid Cap Equity category and is part of Mawer Investment Management Ltd family. The entity is thematically classified as Small Growth Funds. Mawer Global Small presently has accumulated 2.6 B in total net assets with minimum initial investment of 5 K. , while the total return for the last 3 years was 5.78%.
Check Mawer Global 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 Global Small 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 Global Small Risk Profiles
Although Mawer Global's alpha and beta are two of the key measurements used to evaluate Mawer Global's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6101 | |||
| Standard Deviation | 0.7851 | |||
| Variance | 0.6163 | |||
| Risk Adjusted Performance | (0.08) |
Mawer Global Against Markets
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Other Information on Investing in Mawer Fund
Mawer Global 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 Global security.
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