In the Q4 2025 RBC Pooled Fund Survey, both Murray Wealth Group pooled strategies continued to demonstrate consistent performance relative to peers. The MWG Global Equity Growth Fund maintained its position within the top decile across all measured time horizons, with 1st percentile rankings over the 2-, 3-, and 5-year periods and a 2nd percentile ranking over 10 years. This level of consistency reflects the durability of the underlying portfolio and the benefits of maintaining a disciplined, long-term investment approach through varying market environments.

Figure 1: MWG Global Equity Growth Fund (Source: RBC Pooled Fund Survey, Q4 2025)

The MWG Income Growth Fund also delivered solid results, particularly across intermediate and longer-term periods. The strategy retained its 1st percentile ranking over five years, with continued improvement across the 3- and 2-year horizons. While shorter-term results reflect some variability in market conditions, the portfolio remains positioned to generate stable income alongside capital appreciation, supported by a focus on high-quality, cash-flow-generating businesses.

Figure 2: MWG Income Growth Fund (Source: RBC Pooled Fund Survey, Q4 2025)

Across both strategies, our approach remains consistent. We continue to prioritize fundamental research, valuation discipline, and thoughtful portfolio construction, with the objective of delivering attractive risk-adjusted returns over time.

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