Mawer Balanced Fund Quote
| 0P0000714D | CAD 37.59 0.11 0.29% |
PerformanceOK
| Odds Of DistressLow
|
Mawer Balanced is trading at 37.59 as of the 21st of March 2025, a 0.29% up since the beginning of the trading day. The fund's open price was 37.48. Mawer Balanced has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 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
| 0.75 | 0P0000706A | RBC Select Balanced | PairCorr |
| 0.87 | 0P0001FAU8 | TD Comfort Balanced | PairCorr |
| 0.78 | 0P0000YSHA | Desjardins Melodia | 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 21st of March 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
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 | 0.3245 | |||
| Semi Deviation | 0.3211 | |||
| Standard Deviation | 0.4133 | |||
| Variance | 0.1708 |
Mawer Balanced Against Markets
Be your own money manager
Our tools can tell you how much better you can do entering a position in Mawer Balanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Idea Analyzer Now
Idea AnalyzerAnalyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |
| All Next | Launch Module |
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.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |