News

MWG Pooled Funds Perform Strongly in the 2025 Q3 RBC Survey

At Murray Wealth Group, our investment philosophy is grounded in clarity, discipline and conviction. We offer two core pooled equity investment strategies designed to help clients grow and protect their wealth with confidence. Each strategy reflects the same rigorous approach — combining independent research, fundamental analysis and active management to uncover enduring opportunity. We are pleased to update our clients on the funds’ performance versus our peers, which continues to rank strongly according to the Q3 2025 RBC Pooled Fund Survey.

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Media

MWG Pooled Funds Perform Strongly in the 2025 Q3 RBC Survey

At Murray Wealth Group, our investment philosophy is grounded in clarity, discipline and conviction. We offer two core pooled equity investment strategies designed to help clients grow and protect their wealth with confidence. Each strategy reflects the same rigorous approach — combining independent research, fundamental analysis and active management to uncover enduring opportunity. We are pleased to update our clients on the funds’ performance […]

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Market Research

Portfolio Updates

October 2025 Portfolio Review

MWG Global Equity Growth Fund Performance The MWG Global Equity Growth Fund Series O rose 6.4% in October, beating the 2.3% rise in its benchmark, and is now up 27.6% year to date. The Fund’s top three performers in the month were Hammond Power Solutions (+73%), Herc Holdings (+23%) and Thermo Fisher Scientific (+18%), while Meta (-11%), Docebo (-7%) and Aon (-4%) were the largest detractors. 

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