Core Diversified
The objective of the Fund is to achieve long term growth and absolute returns, with limited volatility, diversifying across cash, bonds, equities, alternative strategies and property using a multi asset and multi manager approach. The fund aims to outperform USD Libor +4 over a 3 year rolling period.
Fund Fact Sheet - April 2012
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size: 441.4 KB
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Application form
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size: 287.0 KB
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Principal Scheme Particulars
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size: 361.7 KB
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Suplemental Scheme Particulars
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size: 157.0 KB
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Discrete Monthly Returns - April 2012
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size: 64.2 KB
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Supplemental E Scheme Particulars
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size: 211.2 KB
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Lead Fund Manager
Co-Fund Manager
Scott Campbell
Scott is Managing Director of MitonOptimal and Chief Investment Officer.
He commenced h...
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Joanne Baynham
Joanne is a Director of MitonOptimal in South Africa and Head of International Portfolio Management....
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Offshore Special Situations
The fund invests in the CF Miton Special Situations fund which has an aim of providing long-term growth by investing in a balanced portfolio of global equities, fixed interest and cash deposits although the Investment Manager, Miton Asset Management, may from time to time choose to invest in property or selected foreign currency deposits.
Fund Fact Sheet - April 2012
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size: 493.2 KB
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Application Form
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size: 287.0 KB
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Principal Scheme Particulars
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size: 361.7 KB
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Supplemental Scheme Particulars
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size: 105.0 KB
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Supplemental E Fund Scheme Particulars
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size: 109.7 KB
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Discrete Monthly Returns - April 2012
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size: 54.8 KB
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Lead Fund Manager
Co-Fund Manager
Martin Gray
Non-executive Director
Martin began his fund management career in 1979, he established the investment division of a UK auth...
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James Sullivan
James has worked in the finance industry since 1999.
When iimia was launched in Apri...
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Offshore Global Fund
The objective of the underlying Fund is to achieve growth over the medium to long term from investment in Collective Investment Schemes. Income will not be the primary objective. Investments will not be confined to any particular economic sector. The fund strategy is to manage the Trust using an adaptive and pragmatic approach to portfolio construction, seeking to use skills in asset allocation and fund selection to achieve out performance.
Fund Fact Sheet - April 2012
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size: 282.3 KB
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Application Form
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size: 287.0 KB
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Principal Scheme Particulars
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size: 361.7 KB
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Supplemental Scheme Particulars
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size: 98.1 KB
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Discrete Monthly Returns - April 2012
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size: 47.9 KB
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Lead Fund Manager
Co-Fund Manager
Nick Greenwood
Nick commenced his career in private client stock broking during the late 1970s.
Nick ...
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Sam Liddle
Sam began his investment career with Morgan Grenfell in 1984 launching their portfolio service in 19...
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Rhodium
The objective of the US$ Fund is to achieve steady long term capital growth utilising a core and satellite fund of funds approach.
Application Form
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size: 287.0 KB
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Principal Scheme Particulars
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size: 361.7 KB
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Fund Information Sheet
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size: 4.3 MB
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Supplemental Scheme Particulars
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size: 161.4 KB
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Fund Fact Sheet - April 2012
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size: 362.6 KB
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Discrete Monthly Returns - April 2012
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size: 41.4 KB
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Quarterly Asset Allocation - 31 July 2011
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size: 264.4 KB
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Lead Fund Manager
Co-Fund Manager
Scott Campbell
Scott is Managing Director of MitonOptimal and Chief Investment Officer.
He commenced h...
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Simon Morrison
Simon joined MitonOptimal in South Africa at the beginning of 2008, has a commerce degree in Financi...
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Managed Flexible
The objective of the Fund is to achieve long term capital growth within a balanced flexible strategy. The relative benchmark will be 50% the World Bond Index and 50% the MSCI World Equity indices with corresponding volatility.
Application Form
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size: 287.0 KB
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Principal Scheme Particulars
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size: 361.7 KB
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Supplemental Scheme Particulars
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size: 102.1 KB
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Discrete Monthly Returns - April 2012
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size: 30.2 KB
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Fund Fact Sheet - April 2012
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size: 663.7 KB
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Lead Fund Manager
Co-Fund Manager
Joanne Baynham
Joanne is a Director of MitonOptimal in South Africa and Head of International Portfolio Management....
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Scott Campbell
Scott is Managing Director of MitonOptimal and Chief Investment Officer.
He commenced h...
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International Diversified Income
The objective of the Fund is to achieve long term growth and income over a 5 year rolling period (with lower than average volatility), diversifying across cash, bonds, equities and listed property , primarily using a multi manager approach.
Discrete Monthly Returns - April 2012
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size: 28.7 KB
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Fact Sheet - April 2012
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size: 355.5 KB
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Application Fund
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size: 287.0 KB
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Principal Scheme Particulars
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size: 361.7 KB
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Supplemental Scheme Particulars
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size: 123.8 KB
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Lead Fund Manager
Co-Fund Manager
International Beta Equity
The Objective of the Fund is to outperform the MSCI World Equity Index, with corresponding volatility. The fund will invest in a portfolio of ETFs, open-ended regulated collective investment schemes and listed investment trusts and sporadically direct equities.
Fact Sheet - April 2012
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size: 152.1 KB
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Discrete Monthly Returns - April 2012
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size: 28.8 KB
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Application Form
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size: 287.0 KB
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Principal Scheme Particulars
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size: 361.7 KB
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Supplemental Scheme Particulars
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size: 101.3 KB
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Lead Fund Manager
Co-Fund Manager
Scott Campbell
Scott is Managing Director of MitonOptimal and Chief Investment Officer.
He commenced h...
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Joanne Baynham
Joanne is a Director of MitonOptimal in South Africa and Head of International Portfolio Management....
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International Equity
The Objective of the Fund is to outperform the MSCI World Equity Index, with corresponding volatility. The fund will invest in a portfolio of ETFs, open-ended regulated collective investment schemes and listed investment trusts and sporadically direct equities.
Fund Fact Sheet - April 2012
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size: 369.8 KB
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Discrete Monthly Returns - April 2012
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size: 29.3 KB
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Principal Scheme Particulars
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size: 361.7 KB
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Application Form
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size: 287.0 KB
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Supplemental Scheme Particulars
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size: 99.4 KB
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Lead Fund Manager
Co-Fund Manager
Joanne Baynham
Joanne is a Director of MitonOptimal in South Africa and Head of International Portfolio Management....
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Scott Campbell
Scott is Managing Director of MitonOptimal and Chief Investment Officer.
He commenced h...
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Global Real Estate
The objective of the Fund is to create a global real estate portfolio that outperforms the S&P Global Property Index TR with lower volatility over the medium to long term. The fund will invest in closed ended listed property funds, REIT’s, open ended property funds, special situation property companies, alternative strategy property funds, property debt related instruments and listed companies with a balance between income and growth.
Fund Fact Sheet - April 2012
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size: 611.9 KB
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Discrete Monthly Returns - April 2012
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size: 29.3 KB
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Principal Scheme Particulars
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size: 361.7 KB
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Application Form
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size: 287.0 KB
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Suppulmental Scheme Particulars
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size: 112.8 KB
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Lead Fund Manager
Co-Fund Manager
Scott Campbell
Scott is Managing Director of MitonOptimal and Chief Investment Officer.
He commenced h...
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Joanne Baynham
Joanne is a Director of MitonOptimal in South Africa and Head of International Portfolio Management....
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Offshore Investors
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