MWG Global Equity Growth Fund Achieves Top Decile Ranking in Survey

We are thrilled to announce the MWG Global Equity Growth Fund top-decile ranking in the Global Manager Research (GMR) Fund Survey for the period ending April 30, 2023. Over the last 3, 5 & 7 years, this fund has outperformed 98%, 97% & 96% of the other 242 Global Funds participating in the survey.

As well, we highlight the strong comparative performance of the fund versus the listed funds in this week’s special to The Globe and Mail article by Ian Tam, CFA of Morningstar “Nine outperforming global equity funds”.

The article screened for global equity funds with historically strong relative performance on an after-fee basis. We note MWG funds were not included in the screening criteria but our long term performance (3 years in this case) would place the fund at the top of the list assuming our highest tier of account fees were included in our performance.

We continue to apply the same disciplined process and investment rigour when building our portfolios, which has proven successful throughout our firm’s history.

The Murray Wealth Group is open to new investments of over $250,000. Our portfolio management team is available for a financial review for new clients. If you are interested in the next steps, click here to complete our Prospective Client Questionnaire.  (Don’t worry, it’s only ten very short multiple-choice questions, to help us understand your needs)

This article is written by our Head of Research, Jamie Murray.

As always, we welcome any feedback or questions you may have on these monthly commentaries.