Mawer Global Small Fund Three Year Return
| 0P00009XRG | CAD 15.93 0.06 0.38% |
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.
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Mawer Global Small Fund Three Year Return Analysis
Mawer Global's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mawer Global Three Year Return | 5.78 % |
Most of Mawer Global's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mawer Global Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Mawer Global Small has a Three Year Return of 5.78%. This is much higher than that of the Mawer Investment Management Ltd family and significantly higher than that of the Global Small/Mid Cap Equity category. The three year return for all Canada funds is notably lower than that of the firm.
Mawer Three Year Return 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 Three Year Return 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 the top fund in three year return 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.
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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