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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.

Q: I own both MAWER New Canada-MAW107 (since 2004!!) and Mawer Global Smallcap-MAW150 (since 2011) in a taxable account. Both funds declared very large capital gain distributions in 2021, much more then I experienced in the last years.. Are the capital gains really from 2021 -not the best year for MAW150 ?

I’m probably dead wrong but is it possible that after many years of good performance (let’s say 10 years), the mutual funds are required to distribute some capital gains, so that investors do not cling to them forever, and make CRA happy ?

Thank you.
Read Answer Asked by Denise on April 01, 2022