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Fintax International Fund Fact Sheets

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...

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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...

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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%...

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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,...

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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...

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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.  ...

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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...

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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...

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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...

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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...

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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...

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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

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