Dear Fintax Investor

Please find attached the fund fact sheets and MGIM commentary for August 2021. Last month the Growth Fund delivered 1.9% and the Balanced Fund 1.2%.

Recently, Momentum Investments hosted its 2021 Think-Tank conference with the title “Investing in a post-pandemic world”. Please find below the link to the recordings of the speakers as well as their pdf presentations.

Think-Tank conference 2021 | Investing in a post-pandemic world | Momentum Investments

Two of the presentations we found particularly insightful are “May you live in interesting times – China in the 2020s’’ presented by James Morton, founder and CIO of Santa Lucia Asset Management and “Accessing innovative growth opportunities in private companies’’ presented by Richard Watts, co-head of strategy for the UK small and mid cap team at Jupiter Asset Management who also manage Chrysalis Investments, the top performing holding over the past 12 months in the Fintax Funds.

Lastly, Glyn Owen, who is closely involved with the management of the Fintax Funds provides his views in the last presentation.

Please don’t hesitate to contact us should you wish to discuss this information in more detail.



Fintax Commentary