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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About Us - MitonOptimal UK - Coram Funds

At MitonOptimal, we strive to deliver the best possible risk-adjusted return for our clients.

While many actively managed funds are constructed with reference to a benchmark index, we believe the flexibility to invest across the market spectrum without the constraints inherent in benchmark-driven investing is the optimal philosophy for our clients.

This approach allows us to invest in the themes in which we have the highest degree of conviction and to achieve returns regardless of where we are in the economic cycle.

Fund Management team

James Sullivan - Coram Funds
James Sullivan
Director, Senior Fund Manager

James co-founded Coram Asset Management in 2014 which was subsequently acquired by MitonOptimal International in 2016. James is Managing Director of the UK business and is responsible for managing the multi-asset funds and sits on the International Investment Management Committee.

James has worked in financial services since 1999 as a founding member of iimia plc. Growth of the business saw the acquisition of Exeter Fund Managers, Miton Asset Management and Midas Capital Partners and rebranded as Miton Group plc. James was appointed co-manager of the Miton Special Situations and Miton Strategic Portfolios in 2008.

Scott Campbell - Coram Funds
Peter Geikie-Cobb
Senior Fund Manager

Peter was Managing Director of Matterley, the fund management division of Charles Stanley, from 2015 to 2016 where he also managed the Bond Opportunities Fund. From 2003 he served as a Partner and Fund Manager at Thames River Capital LLP until May 2014. In 2002, Peter was Head of Global Fixed Income at Insight Investment, managing retail and institutional mandates. From 1992 to 2002, he held various positions at Mercury Asset Management and Merrill Lynch Investment Managers including Head of European Bonds, Chairman of the Fixed Income Investment Officers Group, Investment Officer for Global Fixed Income, and Managing Director. Peter managed institutional mandates and onshore and offshore funds. Prior to that, he managed global bond mandates at Baring Asset Management. Peter started his investment management career in 1985 with Aall Investment Management.

Peter joined MitonOptimal in 2018, joining James Sullivan as co-manager on the Coram multi-asset funds as well as sitting on the International Investment Management Committee.

Meet the International Investment Management Committee

The Investment Management Committee (IMC) consists of professional investment staff from across the MitonOptimal group of companies, utilising their collective experience and skills to monitor global markets and proactively manage the investment decisions of the MitonOptimal International team.

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.