Dear Fintax Investor,

Last month markets rebounded with the MSCI ACWI delivering 6.55%. The Fintax Funds delivered 3.61% (Growth) and 3.37% (Balanced) bringing their year-to-date returns to 12.85% and 11.71%, respectively. The Fintax Funds are multi-asset funds and remain well-positioned to weather significant market volatility and potential downturns.

Balanced Fund Fact Sheet

Growth Fund Fact Sheet