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FUND FACT SHEETS
 
CORE DIVERSIFIED
The objective of the Fund is to achieve long term growth and absolute returns, with limited volatili...
MANAGED FLEXIBLE
The objective of the Fund is to achieve long term capital growth within a balanced flexible strategy...
OFFSHORE SPECIAL SITUATIONS
The fund invests in the CF Miton Special Situations fund which has an aim of providing long-term gro...
OFFSHORE GLOBAL FUND
The objective of the underlying Fund is to achieve growth over the medium to long term from investme...
RHODIUM
The objective of the US$ Fund is to achieve steady long term capital growth utilising a core and sat...
GLOBAL REAL ESTATE
The objective of the Fund is to create a global real estate portfolio that outperforms the S&P G...
INTERNATIONAL EQUITY
The Objective of the Fund is to outperform the MSCI World Equity Index, with corresponding volatilit...
 
MitonOptimal
Home Funds Contact us
Rhodium USD14.02.12 $95.0483International Diversified Income USD14.02.2012 99.3261Rhodium THB14.02.12 THB952.7444International Equity14.02.12 $98.7459Global Real Estate14.02.12 $94.4032Rhodium SGD14.02.12 SGD93.5517Rhodium AUD14.02.12 AUD96.8003Rhodium GBP14.02.12 £94.0812International Beta Equity USD14.02.2012 107.8796Core Diversified USD14.02.12 $109.7429Core Diversified GBP14.02.12 £101.6781Core Diversified EUR14.02.12 €93.7041Offshore Special Situations GBP14.02.12 £133.7052Offshore Special Situations USD14.02.12 $124.3553Offshore Special Situations EUR14.02.12 €104.7675Offshore Special Situations YEN14.02.12 ¥11,214.2727Offshore Global GBP14.02.12 £94.2443Offshore Global USD14.02.12 $88.2859Managed Flexible USD14.02.12 $102.9680Rhodium USD14.02.12 $95.0483International Diversified Income USD14.02.2012 99.3261Rhodium THB14.02.12 THB952.7444International Equity14.02.12 $98.7459Global Real Estate14.02.12 $94.4032Rhodium SGD14.02.12 SGD93.5517Rhodium AUD14.02.12 AUD96.8003Rhodium GBP14.02.12 £94.0812International Beta Equity USD14.02.2012 107.8796Core Diversified USD14.02.12 $109.7429Core Diversified GBP14.02.12 £101.6781Core Diversified EUR14.02.12 €93.7041Offshore Special Situations GBP14.02.12 £133.7052Offshore Special Situations USD14.02.12 $124.3553Offshore Special Situations EUR14.02.12 €104.7675Offshore Special Situations YEN14.02.12 ¥11,214.2727Offshore Global GBP14.02.12 £94.2443Offshore Global USD14.02.12 $88.2859Managed Flexible USD14.02.12 $102.9680
  • INDICATORS
The Funds THEFUNDS
  Miton Optimal Fund Library
 
  • Core Diversified
  • Managed Flexible
  • Offshore Special Situations
  • Offshore Global Fund
  • Rhodium
  • Global Real Estate
  • International Equity
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The Funds CONTACTUS
Guernsey
 
tel.   +44 1481 715167 email us
fax.   +44 1481 714061
 
South Africa
 
tel.   +27 (0)21 689 3579 email us
fax.   +27 (0)21 685 6944
  • WELCOME
Founded in 2002, MitonOptimal is a private company owned by its management and directors. As an owner managed Multi Asset Management business, we believe the objectives and priorities of clients, staff and shareholders and much more closely aligned in a partnership model.

MitonOptimal is a performance focused investment management team that strives to achieve strength through diversity in all its portfolios and business model.

We do one thing and one thing only – Global Multi Asset Management. We do not have the conflicts of interest of much larger institutions, yet we have achieved the critical mass of funds under management to ensure the economies of scale required in this industry.

Our investment philosophy is unashamedly simple, “diversification through unconstrained global asset allocation within an absolute mindset”. All forms of strategic and tactical Asset Allocation are vital to the success of any Multi Asset Management portfolio and our process is well documented.

We have a range of collective investment schemes (unit trusts) and segregated mandates that cater for a range of discerning private clients, independent financial advisers, family offices and institutional clients around the globe.
Weekly Comment WEEKLYCOMMENT
Offshore Investors
Weekly Comment
WEEKLY COMMENT:
Latest Comment
  • WHO IS AFRAID OF A BIG HARD LANDING?:
One the most debated views in markets today is whether or not China is heading for a hard landing. We were fortunate to recently have met Arthur Kroeber, Managing Director of GK Dragonomics (an Asian research house, based in China). He gave us his expert opinion on what is really going on in China today. His insights were very interesting, the most important of which was the biases that investors have when it comes to analyzing China.
Weekly Comment MEDIAVIDEO
Miton Optimal Pod Cast
  • Monthly Commentary: January 2012:
Joanne Baynham provides information on our views and actions taken on our Offshore funds.