Breaking News
Get 55% Off 0
Selloff or Market Correction? Either Way, Here's What to Do Next
See Overvalued Stocks
Close

Mawer Tax Effective Balanced Fund Class A (0P0000714C)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
45.893 +0.170    +0.37%
20/12 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.59B
Mawer Tax Effective Balanced Fund Class A 45.893 +0.170 +0.37%

0P0000714C Overview

 
On this page you'll find an in-depth profile of Mawer Tax Effective Balanced Fund Class A. Learn about the key management, total assets, investment strategy and contact information of 0P0000714C among other information.
Category

Global Neutral Balanced

Total Assets

1.59B

Expenses

Inception Date

Jan 08, 1988

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.
Travis Goldfeldt Portfolio Manager 2015 2019
Biography Travis Goldfeldt is an Institutional Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2007. He is responsible for the management and servicing of institutional clients and Separately Managed Accounts programs offered through Mawer’s Institutional Alliances. Mr. Goldfeldt graduated with a Bachelor of Mathematics-Dean’s Honour Roll from the University of Waterloo and a Bachelor of Business Administration-High Distinction with a Finance Concentration and a minor in Economics from Wilfrid Laurier University. He is also a Chartered Financial Analyst Charterholder.
Craig D. Senyk Institutional Portfolio Manager 2004 2019
Biography Craig Senyk is the Vice Chairman, Institutional Portfolio Manager at Mawer Investment Management, which he joined in 1997. He is responsible for the management of institutional and private client investment portfolios. Mr. Senyk has investment experience since 1996 and is a Chartered Financial Analyst charterholder with a Bachelor of Commerce degree (with Distinction) from the University of Alberta, which he obtained in 1995. He is also a member of the CFA Institute and Toastmasters International.
Don Ferris Other Executives 1988 2004
Biography Don Ferris joined Mawer Investment Management Ltd. in 1986. He entered the profession in 1977. Don held the position of Portfolio Manager with both Bolton Tremblay Inc. and Montreal Trust Company. He also served as an economist with the Government of Alberta.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000714C Comments

Write your thoughts about Mawer Tax Effective Balanced Fund Class A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email