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2008 Canadian Investment Awards

本文发表在 rolia.net 枫下论坛CALGARY, ALBERTA, Dec 04, 2008 (MARKET WIRE via COMTEX) -- The Mawer U.S. Equity Fund, the Mawer Canadian Balanced Pooled Fund, and the Mawer World Investment Fund received the top honours in their respective categories at the 2008 Canadian Investment Awards sponsored by Morningstar Canada Inc. held in Toronto on December 3rd.

The Mawer US Equity Fund won the Gold in the category of US Equity Funds, and Silver in the category of US Equity Pooled Funds.

The Mawer Canadian Balanced Pooled Fund won the Gold in the category of Global Balanced Pooled Funds. The Fund invests in a mix of Canadian, US and International equities, and Canadian bonds.

The Mawer World Investment Fund won two Golds, in the categories of International Equity Funds and International Equity Pooled Funds. The Fund invests in non-North American securities.

A Silver award was awarded to the Mawer Canadian Diversified Investment Fund in the category of Global Balanced Pooled Funds. Also winning a Silver award in the category of Canadian Small/Mid Cap Equity Funds was the GGOF Enterprise Fund, which Mawer sub-advises for the Guardian Group of Funds Ltd.

Bronze awards were awarded to the Mawer Canadian Equity Fund in the category of Canadian Equity Funds, and the Mawer Canadian Balanced Retirement Savings Fund in the category of Global Balanced Funds.

These awards are notable for a number of reasons.

- With this year's addition of US equity and Balanced awards, Mawer Investment Management Ltd. has now won Canadian Investment Awards in Canadian mid-large cap equities, Canadian small cap equities, International equities, US equities, and Global balanced categories, demonstrating the firm's expertise in managing multiple asset classes using the same in-house disciplined investment approach.

- This is the fifth award for the Mawer World Investment Fund in this category in the past seven years, winning in 2002, 2003, 2005, and 2007. Also in 2007, Gerald Cooper-Key, who has been the lead manager for this fund since its inception in 1987, was awarded Manager of the Year.

- Mawer also manages many identical or similar mandates for Institutional investors, such as pension funds and not-for-profit & foundation organizations, for Private Clients, and for sub-advised investment funds and separately managed programs offered by broker-dealers across Canada.更多精彩文章及讨论,请光临枫下论坛 rolia.net
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  • 2008 Canadian Investment Awards
    本文发表在 rolia.net 枫下论坛CALGARY, ALBERTA, Dec 04, 2008 (MARKET WIRE via COMTEX) -- The Mawer U.S. Equity Fund, the Mawer Canadian Balanced Pooled Fund, and the Mawer World Investment Fund received the top honours in their respective categories at the 2008 Canadian Investment Awards sponsored by Morningstar Canada Inc. held in Toronto on December 3rd.

    The Mawer US Equity Fund won the Gold in the category of US Equity Funds, and Silver in the category of US Equity Pooled Funds.

    The Mawer Canadian Balanced Pooled Fund won the Gold in the category of Global Balanced Pooled Funds. The Fund invests in a mix of Canadian, US and International equities, and Canadian bonds.

    The Mawer World Investment Fund won two Golds, in the categories of International Equity Funds and International Equity Pooled Funds. The Fund invests in non-North American securities.

    A Silver award was awarded to the Mawer Canadian Diversified Investment Fund in the category of Global Balanced Pooled Funds. Also winning a Silver award in the category of Canadian Small/Mid Cap Equity Funds was the GGOF Enterprise Fund, which Mawer sub-advises for the Guardian Group of Funds Ltd.

    Bronze awards were awarded to the Mawer Canadian Equity Fund in the category of Canadian Equity Funds, and the Mawer Canadian Balanced Retirement Savings Fund in the category of Global Balanced Funds.

    These awards are notable for a number of reasons.

    - With this year's addition of US equity and Balanced awards, Mawer Investment Management Ltd. has now won Canadian Investment Awards in Canadian mid-large cap equities, Canadian small cap equities, International equities, US equities, and Global balanced categories, demonstrating the firm's expertise in managing multiple asset classes using the same in-house disciplined investment approach.

    - This is the fifth award for the Mawer World Investment Fund in this category in the past seven years, winning in 2002, 2003, 2005, and 2007. Also in 2007, Gerald Cooper-Key, who has been the lead manager for this fund since its inception in 1987, was awarded Manager of the Year.

    - Mawer also manages many identical or similar mandates for Institutional investors, such as pension funds and not-for-profit & foundation organizations, for Private Clients, and for sub-advised investment funds and separately managed programs offered by broker-dealers across Canada.更多精彩文章及讨论,请光临枫下论坛 rolia.net
    • 舍下我宝贵的面子不齿下问: what's the difference among Equity Fund, Equity Pooled Funds, and Balanced Pooled Fund?
      • 还以为要问我distressed debt 呢, 那个我熟: )
        本文发表在 rolia.net 枫下论坛其实我也不太清楚Equity Fund, Equity Pooled Funds, and Balanced Pooled Fund的区别, 不同的金融产品呗, 看一下不同银行的prospectus, 或mutual fund的介绍, 应该是投资组合和风险不同.

        简单查了一下:

        Equity Fund

        A stock fund or equity fund is a fund that invests in Equities more commonly known as stocks. Such funds are typically held either in stock or cash, as opposed to Bonds, notes, or other securities. This may be a mutual fund or exchange-traded fund. The objective of an equity fund is long-term growth through capital appreciation, although dividends and interest are also sources of revenue. Specific equity funds may focus on a certain sector of the market or may be geared toward a certain level of risk.

        Canadian Equity Pooled Fund

        Based on median values calculated from observations of fund holdings data over a period of three years, a minimum of 50% of the total assets and 70% of non-cash assets of the portfolio must be in Canadian equities listed on a recognized exchange. In addition, based on median values calculated from observations of fund holdings data over a period of three years, at least half the industry sectors of a recognized security classification scheme should be represented, each at least 50% of the comparable industry sector weighting within the S&P/TSX Composite Index.

        U.S. Equity Pooled Fund

        Based on median values calculated from observations of fund holdings data over a period of three years, a minimum of 50% of the total assets and 75% of the non-cash assets of the portfolio must be equities or equity equivalents of companies located in the United States or derivative-based exposure to the US market.

        Balanced Pooled Fund

        Balanced funds invest primarily in a mix of Canadian equities, U.S. equities, international equities, Canadian bonds, mortgages, real estate, global bonds and cash & equivalents, with a maximum of 30% placed on foreign securities. Based on median values calculated from observations of fund holdings data over a period of three years, the equity component must be no less than 30% and no more than 70% of the portfolio. Fixed income and cash together must represent no less than 30% or more than 70% of the portfolio. These funds can employ a tactical or strategic asset allocation strategy.


        Pros and Cons of holding shares directly or via pooled vehicles

        The major advantages of investing in pooled funds are access to professional investor skills and obtaining the diversification of the holdings within the fund. The investor also receives the services associated with the fund e.g. regular written reports and dividend payments (where applicable). The major disadvantages of investing in pooled funds are the fees payable to the managers of the fund (usually payable on entry and annually and sometimes on exit) and the diversification of the fund that may or may not be appropriate given the investors circumstances.更多精彩文章及讨论,请光临枫下论坛 rolia.net
      • Pooled funds are similar to mutual funds in that investments are pooled and each investor owns units in the fund pro-rated to the size of there investment.However,
        Pooled funds operate at a lower cost and with greater flexibility,since they are not subject to strict regulation.(minimum account size:$150,000)
      • Thanks Jinx99 and Williamxie. Now I have better idea.
      • 这个中文我也知道。
        Equity Fund 股票基金 以股票为主要的投资。和Equity pooled fund应该是一个意思。

        Balanced Fund 平衡基金 投资股票的比例比Equity fund低,风险也比股票基金低,适合教稳健的投资者。见笑,见笑。
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