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Mawer U.S. Mid Cap Equity Fund

Other Private FundFund ID 805-6758745395Canada
Gross assets
$288M
Min. investment
$500
Beneficial owners
2,458
Size rank
Top 25%
Audited
Yes
Structure
Standalone

About this fund

Mawer U.S. Mid Cap Equity Fund is a other private fund managed by Mawer Investment Management Ltd.. The fund reports $288 million in gross assets, placing it among the top 25% of private funds by size. The stated minimum investment is $500. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-6758745395
Fund typeOther Private Fund — PUBLIC MUTUAL FUND IN CANADA
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPNo
Sub-advisedNo
Sales limited to qualified investorsNo
% of assets independently valued100%

Ownership

Owned by the adviser or related persons0%
Owned by funds of funds46%
Owned by non-U.S. persons99%

Other funds from this manager

FundTypeGross assets
Mawer Global Equity FundOther Private$9.56B
Mawer International Equity FundOther Private$5.33B
Mawer U.S. Equity FundOther Private$3.09B
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Frequently asked questions

How large is Mawer U.S. Mid Cap Equity Fund?

Mawer U.S. Mid Cap Equity Fund reports $288 million in gross assets, among the top 25% of private funds by size.

What is the minimum investment for Mawer U.S. Mid Cap Equity Fund?

The stated minimum investment is $500.

Who manages Mawer U.S. Mid Cap Equity Fund?

Mawer U.S. Mid Cap Equity Fund is managed by Mawer Investment Management Ltd.

Does Mawer U.S. Mid Cap Equity Fund disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Custodian
Auditor