Investment Solutions
Actively Managed Equity Investment Strategies for Long-Term Wealth Growth
Murray Wealth Group offers two actively managed pooled fund equity strategies designed to help accredited investors build, preserve and manage wealth over the long term. Each strategy can also be combined with separately managed equity and fixed income mandates to create tailored investment solutions aligned with the unique objectives, risk considerations and financial priorities of each client.
Our investment approach is grounded in disciplined fundamental research, active portfolio management and independent thinking developed through decades of institutional investment experience. We focus on identifying high-quality companies with strong financial performance, durable competitive advantages and above-average long-term growth potential, supported by experienced and capable management teams.
Across all mandates, MWG applies a consistent and rigorous investment process focused on thoughtful security selection, prudent risk management and long-term capital appreciation.
MWG pooled fund investments are intended primarly for accredited investors, as defined in NI 45-106.
Global Equity Growth Fund
The MWG Global Equity Growth Fund is the core equity strategy for many of our clients and is designed to provide long-term capital growth through a concentrated portfolio of high-quality global companies. Managed through a disciplined, bottom-up fundamental investment approach, the strategy focuses on businesses with sustainable competitive advantages, strong management teams and above-average long-term growth potential.
The portfolio typically holds approximately 40 high-conviction investments diversified across global markets and sectors, with an allocation structure designed to provide Canadian investors with meaningful exposure to international growth opportunities. Guided by rigorous research and active portfolio management, the strategy seeks to deliver strong long-term, risk-adjusted returns across changing market environments.
Cost to You
MWG’s fee schedule is outlined below. We believe that our fees are extremely competitive, and offer our clients great value for their money:
Asset Level
First $2,000,000
Next $3,000,000
Next $5,000,000
Next $15,000,000
Above $25,000,000
Pooled Account Fee
1.00%
0.80%
0.60%
0.45%
0.35%
- All foreign assets will be converted to Canadian dollars for fee calculation purposes.
- The fee payable is calculated before the inclusion of applicable taxes.
- The fee is expressed in annual rates.
- Fees are calculated based on the average daily Market Value of the account.
- Fees are charged Quarterly and due within 1 month of the Quarter-end date.
Interested in Learning More About the MWG Global Equity Growth Fund?
Income Growth Fund
The MWG Income Growth Fund is designed for long-term investors seeking a combination of capital appreciation and a stable stream of dividend income through a concentrated portfolio of high-quality North American securities. Managed using MWG’s disciplined, bottom-up fundamental investment approach, the strategy focuses on companies with sustainable competitive advantages, strong cash flow generation and the ability to deliver consistent long-term income growth.
The actively managed portfolio invests primarily in dividend-paying equities and income-oriented securities across a diversified range of sectors, with an emphasis on quality businesses positioned to perform across changing market conditions. Guided by rigorous research and active portfolio management, the strategy seeks to deliver attractive long-term, risk-adjusted returns while providing the stable income profile many investors require.
Cost to You
MWG’s fee schedule is outlined below. We believe that our fees are extremely competitive, and offer our clients great value for their money:
Asset Level
First $2,000,000
Next $3,000,000
Next $5,000,000
Next $15,000,000
Above $25,000,000
Pooled Account Fee
1.00%
0.80%
0.60%
0.45%
0.35%
- All foreign assets will be converted to Canadian dollars for fee calculation purposes.
- The fee payable is calculated before the inclusion of applicable taxes.
- The fee is expressed in annual rates.
- Fees are calculated based on the average daily Market Value of the account.
- Fees are charged Quarterly and due within 1 month of the Quarter-end date.
Interested in Learning More About the MWG Income Growth Fund?
Separately Managed Accounts
The Separately Managed Accounts (SMAs) are ideal for those that wish to own the securities that we hold in the MWG Global Equities fund or Income Growth fund directly, as opposed to owning them through the intermediary of the MWG fund; this is usually done for tax purposes. The SMAs have a minimum of two million dollars.
Cost to You
MWG’s fee schedule is outlined below. We believe that our fees are extremely competitive, and offer our clients great value for their money:
Asset Level
First $2,000,000
Next $3,000,000
Next $5,000,000
Next $15,000,000
Above $25,000,000
Pooled Account Fee
1.10%
0.90%
0.70%
0.50%
0.40%
- All foreign assets will be converted to Canadian dollars for fee calculation purposes.
- The fee payable is calculated before the inclusion of applicable taxes.
- The fee is expressed in annual rates.
- Fees are calculated based on the average daily Market Value of the account.
- Fees are charged Quarterly and due within 1 month of the Quarter-end date.
Interested in Exploring a
Separately Managed Account?
Get in touch to arrange a confidential discussion with one of our Portfolio Managers regarding your investment objectives, portfolio structure and long-term wealth management needs.