Mawer Investment Management Quarterly Update – Q3 2022


This document is for informational purposes only. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus before investing. The indicated rates of return are historical compounded annual total returns, including changes in unit value and reinvestment of all distributions and do not take into account any sales, redemptions, distributions or optional charges or income taxes. income payable by any securityholder which would have the effect of reducing returns. Mutual funds are not guaranteed, their values ​​change frequently and past performance may not be repeated. The Mawer Funds are managed by Mawer Investment Management Ltd. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer.

This Mawer Quarterly includes certain statements that are “forward-looking statements”. All statements, other than statements of historical fact, included in this report which address activities, events or developments which the portfolio adviser, Mawer Investment Management Ltd., expects or anticipates will occur. or may occur in the future, including such items as expected financial performance, are forward-looking statements. The words “may”, “could”, “should”, “should”, “believe”, “plan”, “anticipate”, “expect”, “intend”, “anticipate”, ” objective” and similar expressions are intended to identify forward-looking statements. These forward-looking statements are subject to various risks and uncertainties, including the risks described in the Fund’s simplified prospectus, uncertainties and assumptions about the Fund, financial markets and economic factors, which could cause the actual financial performance and expectations differ significantly from those anticipated performance or other expressed expectations. Economic factors include, but are not limited to, general economic, political and market factors in North America and internationally, interest and currency exchange rates, global equity and capital markets, business competition, changes in technology, changes in government regulations, unexpected court or regulatory decisions. catastrophic procedures and events.

All opinions contained in forward-looking statements are subject to change without notice and are provided in good faith but without legal liability. The portfolio adviser has no intention of updating any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by securities laws. Certain research and information about specific holdings in the Fund, including any opinions, is based on various sources believed to be reliable, but cannot be guaranteed to be current, accurate or complete. It is for information only and may be modified without notice.

Index returns are provided by a third party. We believe the data to be accurate, but cannot guarantee its accuracy. Index returns are sourced from FTSE Russell, FactSet and BMO Capital Markets.

Returns for Mawer mutual funds and benchmarks are calculated by Mawer Investment Management Ltd. These returns are historical simple returns for the 3 month, YTD and 1 year periods, and annualized compound total returns for the periods after 1 year.

The non-performance materials contained herein reflect the views of the author and do not reflect facts or predictions of actual events or impacts, and may not be relied upon for investment purposes or as as investment advice or guarantees of any kind.

MSCI Disclaimer:

MSCI information may only be used for your internal use, may not be reproduced or disseminated in any form, and may not be used as the basis or component of any financial instrument, product or index. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any type of investment decision and may not be relied upon as such. Historical data and analysis should not be taken as an indication or guarantee of any analysis, forecast or prediction of future performance. MSCI information is provided “as is” and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and anyone else involved in or related to the compilation, calculation or creation of any MSCI Information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation , any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability, and fitness for a particular purpose) with respect to such information. Without limiting the foregoing, in no event shall an MSCI Party be liable for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or other damages . (

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FTSE Russell is the trading name of certain LSE Group companies. FTSE® is a registered trade mark(s) of the relevant LSE Group companies and is/are used by any other LSE Group company under licence. “TMX®” is a trademark of TSX, Inc. and used by the LSE Group under licence. All rights in the FTSE Russell indices or data belong to the relevant LSE Group company which holds the index or data. Neither LSE Group nor its licensors accept any responsibility for any errors or omissions in the indexes or data and neither party may rely on the indexes or data contained in this communication. No further distribution of LSE Group data is permitted without the express written consent of the relevant LSE Group company. The LSE Group does not promote, sponsor or endorse the content of this communication.


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