Mawer Global Small Fund Total Debt
| 0P00009XRG | CAD 15.39 0.06 0.39% |
Mawer Global Small fundamentals help investors to digest information that contributes to Mawer Global's financial success or failures. It also enables traders to predict the movement of Mawer Fund. The fundamental analysis module provides a way to measure Mawer Global's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Mawer Global fund.
Mawer |
Mawer Global Small Fund Total Debt Analysis
Mawer Global's Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
| Competition |
Based on the latest financial disclosure, Mawer Global Small has a Total Debt of 0.0. This indicator is about the same for the Mawer Investment Management Ltd average (which is currently at 0.0) family and about the same as Global Small/Mid Cap Equity (which currently averages 0.0) category. This indicator is about the same for all Canada funds average (which is currently at 0.0).
Mawer Total Debt Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mawer Global's direct or indirect competition against its Total Debt to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Mawer Global could also be used in its relative valuation, which is a method of valuing Mawer Global by comparing valuation metrics of similar companies.Mawer Global is currently under evaluation in total debt among similar funds.
Fund Asset Allocation for Mawer Global
The fund consists of 91.46% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Mawer Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Mawer Fundamentals
| Total Asset | 2.6 B | |||
| One Year Return | (1.64) % | |||
| Three Year Return | 5.78 % | |||
| Five Year Return | 8.79 % | |||
| Ten Year Return | 15.50 % | |||
| Net Asset | 2.6 B | |||
| Minimum Initial Investment | 5 K | |||
| Cash Position Weight | 8.30 % | |||
| Equity Positions Weight | 91.46 % | |||
| Bond Positions Weight | 0.24 % |
About Mawer Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mawer Global Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mawer Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mawer Global Small based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Mawer Global
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mawer Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mawer Global will appreciate offsetting losses from the drop in the long position's value.Moving against Mawer Fund
| 0.55 | 0P000070HA | CI Global Alpha | PairCorr |
| 0.54 | 0P00007138 | RBC sciences biologiques | PairCorr |
| 0.54 | FID5982 | Fidelity Global Inno | PairCorr |
The ability to find closely correlated positions to Mawer Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mawer Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mawer Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Mawer Global Small to buy it.
The correlation of Mawer Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mawer Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mawer Global Small moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mawer Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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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