Fintax International Fund Fact Sheets
October 2020
Dear Fintax Investor, Please find attached October’s fund fact sheets along with the MGIM commentary. For the month of October, both funds protected capital. During a month where global equities...
September 2020
Dear Fintax Investor Last month, the Growth Fund declined 2.8% and the Balanced Fund declined 2.3%, relative to a decline of 3.5% for global equities and a decline of 0.1% for global bonds. ...
August 2020
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...
July 2020
Dear Fintax Investor Last month the Fintax Funds delivered +5.6% (Balanced) and +6.2% (Growth) relative to 5.3% for global equities (MSCI ACWI) and 3.2% for global fixed income (ICE BofA Global...
June 2020
Dear Fintax Investor Last month the Fintax Funds delivered +2.9% (Balanced) and +3.1% (Growth) relative to 3.2% for global equities (MSCI ACWI) and 0.9% for global fixed income (ICE BofA Global...
May 2020
Dear Fintax Investor Please find attached the May 2020 fund fact sheets along with a commentary by MGIM. Notable is the current yields being generated in the Funds, 2.0% in Growth and 2.3% in...
April 2020
Dear Fintax Investor, Please find attached the April 2020 fund fact sheets along with a commentary by MGIM who manage the Fintax Funds in London. Both Funds participated in the brief April stock...
March 2020
Dear Fintax Investor, Please find attached the latest fund fact sheets as well as detailed commentary from the investment team. Growth Fund Fact Sheet Balanced Fund Fact Sheet Commentary
February 2020
Dear Fintax Investor, Please find attached the latest month’s Fintax Fund Fact Sheets. Last month, the Fintax Funds declined -6.8% (Balanced) and -8.9% (Growth), relative to -9.5% for global...
January 2020
Dear Fintax Investor, After a strong performing 2019, in January 2020 the Fintax Funds declined by 0.5% (Growth) and 0.2% (Balanced) relative to +0.4% for the MSCI ACWI and +0.8% for the ICE BofA...
Q4 2019 Commentary
Dear Fintax Investor, Please find below the link to the Q4 2019 Fintax Funds manager commentary, provided by the MGIM advisory team. ...
December 2019
Dear Fintax Investor, For the month of December 2019, the Fintax Funds delivered 4.2% (Growth) and 3.6% (Balanced), respectively. For the 2019 calendar year, the Funds have delivered 22.2% and...