Terms & Conditions

TERMS & CONDITIONS

By using or accessing any part of our website, aside from the Terms and Conditions page, you agree to be legally bound by those terms and conditions. We may amend these terms and conditions at any time without notice. Your continued use of our website following any change will constitute your acceptance of such change. Our full terms and conditions can be found here.

Regulatory Information

The MitonOptimal Group (“MitonOptimal”) of companies is authorised and regulated in their respective jurisdictions, as required by law. For further details, you may visit the regional sites via https://www.mitonoptimal.com.

MitonOptimal UK Ltd (including Coram, the trading name of the funds’ division) is part of the MitonOptimal group of companies. MitonOptimal UK Ltd is registered in England and Wales No. 09138865. Authorised and regulated by the Financial Conduct Authority.

Risk Warning

Potential investors should be aware that our models and funds may make investments in equities, bonds, cash, commodities alternative strategies and commercial property. Investors should be aware that there is no guarantee that investments will go up.  Past performance is no guide as to future performance. As the price of units and the amount of income distributed or accumulated may go down as well as up, the Manager has no obligation to redeem units at the subscription price originally paid. If you are in any doubt about the contents of these terms and conditions, you should not enter the site and consult your stockbroker, bank manager, solicitor, accountant or professional investment advisors.

If you have any questions or concerns about our website please email us at [email protected].

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Home - MitonOptimal UK - Coram Funds

Coram Funds

MitonOptimal’s fund management team boasts a wealth of experience in multi-asset investing, focused on producing real returns with low volatility over the course of a full economic cycle.

News & Views

Why now is the time to buy US Treasuries

In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar.     At the time of purchase, we viewed the US bond market as still offering little value against a background of further monetary...

The Tullock Spike

James Sullivan ponders a misplaced sense of insulation created by the Central Banks.       The Tullock Spike was the thought piece of the economist Gordon Tullock. Tullock, at the time seatbelts were made mandatory in cars, suggested that such a safety measure made...

Rotating out of German residential into UK commercial property

James Sullivan breaks down the geographical shift in our REIT exposure.       We adopt a valuation-led approach to investing; pursuing themes and asset classes that offer us significant upside potential, yet possess what we expect to be defensive characteristics on...

Surveying the investment landscape

Peter Geikie-Cobb provides an update on his market views and outlook for 2018.       After a robust performance for risk assets in 2017, as a result of strong global economic growth driven by continued low interest rates and ample liquidity, the outlook for this year...

Press Release: Peter Geikie-Cobb to join MitonOptimal UK Limited

MitonOptimal (UK) Ltd is pleased to report that Peter Geikie-Cobb will be joining the company from April 9th 2018 to work alongside James Sullivan and the team across the multi-asset suite of funds and risk profiled model portfolios. Peter will adopt the title of...

A brief note post market volatility

James Sullivan provides an update following February's bout of market volatility       Often, after a market wobble, we’re inundated with the usual rhetoric from investment houses, proclaiming that the volatility had been expected, and the fact it’s actually welcomed...

Press Release: MitonOptimal to acquire UK investment advisory business

MitonOptimal is delighted to announce that it has agreed the acquisition of Central Investment Planning “CIP” in order to enhance its investment capabilities. With assets under advice exceeding £100m, the acquisition of CIP will enable MitonOptimal to develop its...

Prediction is very difficult, especially about the future

“Prediction is very difficult, especially about the future” Niels Bohr (1885 – 1962)     In keeping with the famous quote above, our outlook for stock markets in 2018 is unashamedly honest; it’s very difficult to predict. However, we have an opinion of course, and one...

UK REITS: Unlocking the value

One doesn’t have to be aggressively bullish on UK property to find value in the likes of British Land.       In 2002, Laxey Partners, a London based activist investor, launched an offensive against British Land (BLND) in order to unlock and realise value for...

Coram Asset Management is to change its name to MitonOptimal (UK) Ltd

PRESS RELEASE Coram Asset Management is to change its name to MitonOptimal (UK) Ltd and launch its Model Portfolio Service (MPS) following the successful integration of the Minerva Fund Managers business (a specialist discretionary fund manager acquired in July 2017)....

Our funds

Learn more about our Coram funds and their performance history.

Address

MitonOptimal UK Limited
Royal Mead
Railway Place
Bath
BA1 1SR
UK

Phone

t: +44 (0) 1225 632 250
f: +44 (0) 1225 439 442

Regulatory Information

MitonOptimal UK Limited is part of the MitonOptimal group of companies. Registered in England and Wales No. 09138865. Authorised and regulated by the Financial Conduct Authority.