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The magic of mutual funds

calgary money advice fees financial advice financial planning investing investment returns mutual funds Oct 20, 2021
The magic of mutual funds

There is an investment firm in Calgary called Mawer Investments and they are VERY good at what they do.

The company's slogan is 'Be Boring. Make Money' and that resonates with me at my core! Having been through a fair share of market dips in my 11ish year career, I LOVE boring (and you should too!).

If you want to invest with Mawer directly, you need a minimum of a million dollars to open an account with them. Yes, a million. Probably pretty smart people running the joint, no?

Through the magic of mutual funds, you can buy Manulife's Global Equity Fund that is managed by #mawerinvestments

Those same incredibly smart humans will manage your money the exact same as their millionaire clients for a minimum investment of $500.

You invest $500 and you own the same companies as the millionaires, all for a fee of about 2%.

2%? That's crazy, right?! Or is it...🤭

After fees, the fund has averaged over 13% for the past ten years (13% every year for ten years) and has only seen negative years of -1% in 2016 and 2011. If you're curious, the long-term average of the S&P 500 rolling ten year return is about 10% with waaaay more volatility.

Don't sleep on mutual funds! ☝️

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