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Mawer Global Balanced Class A (0P0000ZDI7)

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20.335 -0.030    -0.15%
17/05 - Closed. Currency in CAD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.62B
Type:  Fund
Market:  Canada
Issuer:  Mawer Investment Management Ltd
Asset Class:  Equity
Mawer Global Balanced Class A 20.335 -0.030 -0.15%

0P0000ZDI7 Overview

 
On this page you'll find an in-depth profile of Mawer Global Balanced Class A. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZDI7 among other information.
Category

Global Equity Balanced

Total Assets

1.62B

Expenses

Inception Date

Jul 02, 2013

Investment Strategy

The investment objective of the Mawer Global Balanced Fund is to provide above average risk-adjusted returns by investing primarily in equity and equity-related securities and fixed-income securities from around the world. The Fund may invest in any part of the capital structure in both public and private entities.

Contact Information

Address Suite 830, Box 43, 333 Bay Street
Calgary,AB T2R 0A8
Canada
Phone 403 262 4673
Fax 403 262 4099

Top Executives

Name Title Since Until
Steven Visscher Portfolio Manager 2018 Now
Biography Steven Visscher joined the firm in 2005, and is an investment counsellor and co-manager of the Mawer Balanced Fund, the Mawer Global Balanced Fund, and related strategies. In addition, he is a member of the asset allocation team. Mr. Visscher received his Bachelor of Commerce Degree with distinction from the University of Alberta. He holds the Canadian Investment Manager designation and is a Chartered Financial Analyst charterholder. Prior to joining Mawer, he was an associate investment counsellor with T.E. Investment Counsel in their Calgary office and has investment experience since 2000.
Greg Peterson Director 2013 Now
Biography Greg Peterson is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2002. He is also lead manager of the Mawer Balanced Strategy and Mawer Global Balanced Strategy, as well as the asset allocation team lead. Mr. Peterson served on Mawer’s Board of Directors from 2004 to 2020. Mr. Peterson has been working in the financial services industry since 1991. He is a Chartered Financial Analyst charterholder; member of the CFA Institute, the Calgary CFA Society; a Calgary Flames Ambassador; and is a past treasurer and director of Ronald McDonald House, Southern Alberta.
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