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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Mawer Balanced Fund Series A (MAW104)
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- View Questions on MAW104
Vanguard Balanced ETF Portfolio (VBAL)
- View VBAL Profile
- View Questions on VBAL

Q: Thank you for providing a comparison of the 2 today. If I sell MAW104 for tax loss and buy VBAL within 30 days, do you think there is risk of Revenue Canada not allowing the claim of tax loss?

Asked by D on November 22, 2023

5i Research Answer:

We would not expect CRA to object; they are managed by different companies, have a different set up (trust vs ETF) and do not have the exact same mandates.

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