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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...
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...
MANAGED FLEXIBLE
The objective of the Fund is to achieve long term capital growth within a balanced flexible strategy...
INTERNATIONAL DIVERSIFIED INCOME
The objective of the Fund is to achieve long term growth and income over a 5 year rolling period (wi...
INTERNATIONAL BETA EQUITY
The Objective of the Fund is to outperform the MSCI World Equity Index, with corresponding volatilit...
INTERNATIONAL EQUITY
The Objective of the Fund is to outperform the MSCI World Equity Index, with corresponding volatilit...
GLOBAL REAL ESTATE
The objective of the Fund is to create a global real estate portfolio that outperforms the S&P G...
 
MitonOptimal
Home Funds Contact us
Rhodium USD08.05.12 $93.7260International Diversified Income USD08.05.2012 99.2768Rhodium THB08.05.12 THB935.8347International Equity08.05.12 $97.3014Global Real Estate08.05.12 $94.0854Rhodium SGD08.05.12 SGD91.7454Rhodium AUD08.05.12 AUD95.6862Rhodium GBP08.05.12 £92.4538International Beta Equity USD08.05.2012 103.7184Core Diversified USD08.05.12 $109.4618Core Diversified GBP08.05.12 £101.1577Core Diversified EUR08.05.12 €93.0922Offshore Special Situations GBP08.05.12 £132.5724Offshore Special Situations USD08.05.12 $122.8479Offshore Special Situations EUR08.05.12 €103.3779Offshore Special Situations YEN08.05.12 ¥11,018.6470Offshore Global GBP08.05.12 £92.5327Offshore Global USD08.05.12 $86.4459Managed Flexible USD08.05.12 $101.5615Rhodium USD08.05.12 $93.7260International Diversified Income USD08.05.2012 99.2768Rhodium THB08.05.12 THB935.8347International Equity08.05.12 $97.3014Global Real Estate08.05.12 $94.0854Rhodium SGD08.05.12 SGD91.7454Rhodium AUD08.05.12 AUD95.6862Rhodium GBP08.05.12 £92.4538International Beta Equity USD08.05.2012 103.7184Core Diversified USD08.05.12 $109.4618Core Diversified GBP08.05.12 £101.1577Core Diversified EUR08.05.12 €93.0922Offshore Special Situations GBP08.05.12 £132.5724Offshore Special Situations USD08.05.12 $122.8479Offshore Special Situations EUR08.05.12 €103.3779Offshore Special Situations YEN08.05.12 ¥11,018.6470Offshore Global GBP08.05.12 £92.5327Offshore Global USD08.05.12 $86.4459Managed Flexible USD08.05.12 $101.5615
  • INDICATORS
Direct Investment DIRECTINVESTMENT
Investment Process
  • Complete and sign the application form.
    Click here to go to the funds page
  • Applications may be faxed, however the Administrator will not process any application until it is in receipt of a duly completed original application form.
  • Applications for Units must be received by the Manager in Guernsey by 3.00pm on Tuesday prior to the Dealing Day (Wednesday). Any application form received after 3.00pm will be dealt on the following Dealing Day.
  • Communications to the Manager must be sent to:

    Miton Optimal Guernsey
    Bordeaux Court
    Les Echelons
    St Peter Port
    Guernsey
    GYI6AW

    Telephone: +44 1481 715167
    Fax: +44 1481 714061
    Email: clientservices@bordeauxservices.com
  • HOW TO INVEST
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.

To invest into our funds you may do so directly or via most of the platforms.

Should you invest via a platform kindly send us a deal notification in order that we can note your interest (deal notification is available under Funds).

Below right are the instructions for investing directly into our funds.
PLATFORMSAVAILABLE
Investment Platforms
Open this link to see which platforms our funds are available on......