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.

The MWG Global Equity Growth Fund score in the top decile across all performance horizons including 1st percentile for years 2, 3 & 5. Our 10-year performance achieved a 3rd percentile ranking. 93 funds participated in the category of Global Equity.

MWG Global Equity Growth Fund Survey Performance

The MWG Income Growth Fund performed admirably in its category with a 1st percentile ranking for 5-year performance and 14th percentile ranking for 10-year performance. 16 funds participated in the survey under Canadian Dividend & Income Equity. 

MWG Income Growth Fund Survey Performance

This achievement highlights our commitment to delivering strong and consistent returns for our investors. We extend our gratitude to our dedicated team and valued clients for their continued trust and support. 

To view a PDF of the full survey, please click here.