Institutions
Mawer Short Term Bond Fund
As at June 1, 2026
Morningstar Rating™ *:
N/A
Fund Managers:
Crista Caughlin, CFA
Series Start Date:
Jun 1, 2026
RRSP Eligibility:
Yes
Management Expense Ratio :
0.50% (as at 01 Jun 2026)
Fund Code:
MAW125
What Does this Fund Invest In?
The Fund invests primarily in short term bonds and debentures of Canadian government and corporate issuers. Treasury bills or other short-term will also be used.
Investor Suitability
Investors seeking income and stability. Low risk.
Investment Strategy
In order to achieve its investment objectives, the Manager focuses on security, sector, credit and curve analysis in making investment decisions. Investment considerations may include interest rates, yield spreads, exchange rates, structures, credit spread and fundamental analysis of sovereign, government, corporate and structured finance issuers. The Fund is actively managed, seeking a diversified source of fixed income returns, generated in a risk conscious and conservative manner.The Fund intends to hedge its foreign currency exposure back to Canadian Dollars and may also employ derivatives to manage interest rate and duration exposure.
Top Holdings
Top HoldingsWeight (%)
Net Performance
As at December 30, 2025
1 Yr3 Yr5 Yr10 Yr
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Number of Funds in Morningstar Category
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Number of Holdings
Disclaimers
* Funds with less than three years of performance history are not rated.