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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...

February 2021

Dear Fintax Investor Please find attached the latest Fintax Fund fact sheets as well as MGIM commentary. Last month the funds delivered 0.7% (Balanced) and 2.2% (Growth) versus 2.3% for Global Equities and -1.9% for Global Fixed Income. Year-to-date the Growth Fund...

January 2021

Dear Fintax Investor Please find attached January’s fund fact sheets as well as a commentary by the MGIM investment team. Last month, both funds protected investor capital with the Gowth Fund delivering +0.3% and the Balanced Fund +0.1% relative to -0.5% for the MSCI...

December 2020

Dear Fintax Investor Please find attached the latest Fintax Fund Fact Sheets, a commentary by the MGIM team and a research piece by the Fintax team below. In December the Growth Fund delivered +3.8% and the Balanced Fund +3.5%. For the 2020 full calendar year the...

November 2020

Dear Fintax Investor Please find attached November’s fund fact sheets and fund commentary from the investment team. Both Funds meaningfully participated in the November market rally, delivering 7.2% (Balanced) and 10.0% (Growth) relative...