Mawer Global Five Year Return vs. Cash Position Weight
| 0P00009XRG | CAD 15.47 0.04 0.26% |
For Mawer Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mawer Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mawer Global Small utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mawer Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mawer Global Small over time as well as its relative position and ranking within its peers.
Mawer |
Mawer Global Small Cash Position Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mawer Global's current stock value. Our valuation model uses many indicators to compare Mawer Global value to that of its competitors to determine the firm's financial worth. Mawer Global Small is rated below average in five year return among similar funds. It is third largest fund in cash position weight among similar funds creating about 0.94 of Cash Position Weight per Five Year Return. The ratio of Five Year Return to Cash Position Weight for Mawer Global Small is roughly 1.06 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mawer Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mawer Global's Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Mawer Cash Position Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Mawer Global |
| = | 8.79 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Mawer Global |
| = | 8.30 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Mawer Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mawer Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mawer Global will eventually generate negative long term returns. The profitability progress is the general direction of Mawer Global's change in net profit over the period of time. It can combine multiple indicators of Mawer Global, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Mawer Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mawer Global. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Mawer Global position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Mawer Global's important profitability drivers and their relationship over time.
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Use Investing Themes to Complement your Mawer Global position
In addition to having Mawer Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Consumer Funds
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer Funds theme has 46 constituents at this time.
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Other Information on Investing in Mawer Fund
To fully project Mawer Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mawer Global Small at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Mawer Global's income statement, its balance sheet, and the statement of cash flows.
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