fbpx

August 2021

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...

July 2021

Dear Fintax Investor Please find attached July’s fund fact sheets along with the MGIM commentary. The Growth Fund delivered 0.7% and the Balanced Fund 1.5% in a month where global fixed income outperformed global equities. The Growth Fund has delivered 27.8% and the...

June 2021

Dear Fintax Investor Please find attached the latest fund fact sheets. Last month, the Balanced Fund delivered 0.2% and the Growth Fund 1.2%. In the attached commentary MGIM note that they are not currently overly concerned with inflation rising more and lasting...

May 2021

Dear Fintax Investor Please find attached the latest fund fact sheets and commentary by MGIM. Last month, the Balanced Fund delivered 1.2% and the Growth Fund 0.6%. Investors will note from the Growth Fund fact sheet that its transition to a higher equity mandate has...

April 2021

Dear Fintax Investor Please find attached April’s fund fact sheets, and commentary from MGIM. Last month, the Growth Fund delivered 4.6% and the Balanced Fund delivered 3.6%. As you may know the Growth fund has undergone some changes and is now more equity focussed,...

March 2021

Dear Fintax Investor For the March 2021 month, the Growth Fund delivered +0.3% and the Balanced declined by 0.1% versus +2.7% for Global Equities and -1.8% for Global Bonds. Over the past year the Growth Fund has delivered 47.7% and the Balanced Fund 35.7%, although...