Dear Fintax Investor

Last month the Fintax Funds delivered +3.3% (Balanced) and +4.6% (Growth) relative to 6.4% for global equities (MSCI ACWI) and -0.5% for global fixed income (ICE BofA Global Broad Market index).

One of the largest holdings in both funds is the Morgan Stanley Global Sustain Fund which follows a quality investment style. The Fund’s philosophy can be summarised as compounding shareholders’ wealth over the long term by owning high-quality companies with sustainable and high returns on operating capital. Material social and environmental risks to return sustainability are key considerations. This holding has significantly contributed to the performance of both funds, delivering 22% over the past 6 months to end August.

Please click on the link below to view the Morgan Stanley Global Sustain Fund introductory video.

Morgan Stanley Global Sustain Fund – Introductory Video


Growth Fund Fact Sheet

Balanced Fund Fact Sheet