Fintax International Fund Fact Sheets

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...

read more

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...

read more

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...

read more

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...

read more

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

read more

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...

read more

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...

read more

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.  ...

read more

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...

read more

November 2019

Dear Fintax Investor, For the month of November 2019, the Fintax Funds delivered 2.1% (Growth) and 1.8% (Balanced), respectively. Year-to-date, the Funds have delivered 17.2% and 15.5%, relative to...

read more

October 2019

Dear Fintax Investor, Last month, the Fintax Funds delivered +2.6% (Growth) and +2.0% (Balanced), relative to +2.7% for the MSCI All Countries World Index (ACWI) and -0.1% for the ICE BofAML Global...

read more

Q3 2019 Commentary

Q3 2019 Commentary Cheap Money, Expensive Storage Earlier in the week various users found a glitch in Robinhood, the stock trading app for millennials, that allowed them to trade stocks with...

read more