GMR Results Are In!

With more than 5 years of performance returns, The Murray Wealth Group has now started providing performance data to investment manager surveys.

The results of the August 2021 Global Manager Research (GMR) Institutional Performance Report are in, and we are happy to report that our clients have enjoyed 1st quartile annualized performance over all time periods (ending August 31st). That means that the MWG Global Equity Growth Funds returns have been better than at least 75% of global institutional money managers included in the GMR Report on a 1 year, 3 year and 5 year basis.

We are thrilled with the results and, more importantly, with the returns that have accrued to our clients.

*The first row shows annualized returns over periods from 1 year to 5 years ending August 31, 2021, while the second row shows annual returns for each of the years 2016 to 2021 (ending August 31st). The numbers beside the returns on each line represent a fund’s percentile ranking out of the 248 funds in its category, followed by its quartile ranking.

For example, the MWG Global Equity Growth Fund’s 5-year return of 19.56% was ranked in the top 10% of the 248 funds included in the survey in its category, placing it in the 1st quartile.