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  5. UMI: Hello, can you evaluate the new Mawer Us Mid Cap Equity Fund. [CI WisdomTree U.S. MidCap Dividend Index ETF]
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Q: Hello, can you evaluate the new Mawer Us Mid Cap Equity Fund. There is a write up on it in morningstar. It is run by the same manager as the New Canada Fund, which is closed.

Asked by Dennis on September 30, 2021
5i Research Answer:

With a fee of 1.45%, MAW180 aims to allocate 35% in technology, about 22% in industrials, and around 10% equally across consumer discretionary, financial, and health care. Given that the fund has just been launched, there is no further information regarding holdings or metrics. Given the history behind the New Canada Fund, we would be okay with the fund manager but would like to see more information to evaluate further. Alternate ETFs such as XMH, DXG(small), UMI(small), charge much lower fees.