Q: Hi, I've been happy with Mawer's balanced fund for several years, but after reading the good article on all-in-one ETFs in June's Canadian Moneysaver I'm wondering if I should be switching to one of these ETFs for the lower fees? Comments? Thanks - Jeff.
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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.
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Mawer Balanced Fund Series A (MAW104)
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Mawer Tax Effective Balanced Fund Series A (MAW105)
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Mawer Global Balanced Fund Series A (MAW130)
Q: MAW105 is supposed to be more tax efficient but how can it be since the distribution under that fund is greater than under MAW104 or MAW130.
MAW104 is a fund of funds while the other 2 hold the securities. What is the difference between the global balanced fund and the tax efficient one.
What will be the best one for a non registered account and for an rrsp. Why?
Thank you for your help with this matter.
MAW104 is a fund of funds while the other 2 hold the securities. What is the difference between the global balanced fund and the tax efficient one.
What will be the best one for a non registered account and for an rrsp. Why?
Thank you for your help with this matter.
Q: Hi 5i,
For a taxable account, which one would be your choice ? Thanks very much!
Leo
For a taxable account, which one would be your choice ? Thanks very much!
Leo
Q: Although not a question just a kudo to 5I for your recommendation to Phil on the MAW105 Global Balanced Fund. I moved 1 third of my self directed LRIF into this fund at the early beginning of Covid-19. Although it's not lighting up the heavens I am in the + column (barely). It sure is boring but that's what their selling.
Q: Peter and team
I am looking to re-enter the market in a non registered account with minimal input from myself.
I have considered both VBAL and MAW 105 ( tax effective balance).
Could you please compare these two options.
Thanks
Phil
I am looking to re-enter the market in a non registered account with minimal input from myself.
I have considered both VBAL and MAW 105 ( tax effective balance).
Could you please compare these two options.
Thanks
Phil
Q: Hello 5i
I am a retired cautious investor who is slowly moving from individual stocks in both my registered and non-registered accounts to Mawer 105.
I do, however, believe in diversification. As I slowly unwind my accounts with their individual diversified holdings would it be wiser to spread my future investments between such products as Mawer 105 and VBal or simply go “all in” with one or the other ... or any other product you would suggest?
Thank you
Peter
I am a retired cautious investor who is slowly moving from individual stocks in both my registered and non-registered accounts to Mawer 105.
I do, however, believe in diversification. As I slowly unwind my accounts with their individual diversified holdings would it be wiser to spread my future investments between such products as Mawer 105 and VBal or simply go “all in” with one or the other ... or any other product you would suggest?
Thank you
Peter
Q: Hi guys
As you know Elderly Care is expensive..roughly 6 grand a month. Sold the house 5 years ago (big mistake) put the money in a split between GICs & BNS430 . 60% GICS 40% BNS430. This isn't enough Income to stop the Capital Drain. Myself, Im not impressed with the MER or the returns from the Scotia Innova Income Portfolio Series T. Was thinking of switching out of GIC or BNS430 to the MAW105. Would you have any other ideas?. Im a little scared of the Dividend ETFs, BMO dividend ETF got Hammered 30% in 2008....Yikes
thanks Gord ( take a many credits as you like)
As you know Elderly Care is expensive..roughly 6 grand a month. Sold the house 5 years ago (big mistake) put the money in a split between GICs & BNS430 . 60% GICS 40% BNS430. This isn't enough Income to stop the Capital Drain. Myself, Im not impressed with the MER or the returns from the Scotia Innova Income Portfolio Series T. Was thinking of switching out of GIC or BNS430 to the MAW105. Would you have any other ideas?. Im a little scared of the Dividend ETFs, BMO dividend ETF got Hammered 30% in 2008....Yikes
thanks Gord ( take a many credits as you like)