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].

Please indicate below, whether you accept/do not accept our terms and conditions of use.

Liam Wyatt

Video: Fund Manager Q&A 4

James Sullivan discusses markets and fund positioning in our latest Fund Manager Q&A.   The information included in this video does in no way represent advice and should not be relied upon when considering investment options. Past performance is not a guide to future returns. Questions covered: What are your 2017 year to date reflections?

Coram to acquire Minerva Fund Managers

Coram to acquire Minerva Fund Managers

Coram Asset Management to acquire Minerva Fund Managers   Coram Asset Management, part of the MitonOptimal group of companies, is to acquire the business of Minerva Fund Managers, a UK specialist discretionary fund manager (subject to regulatory approvals). The transaction brings together two experienced investment teams and will enable Coram to expand its offering into

Video: Fund Manager Q&A 3

James Sullivan looks at a busy 2017 and where he perceives value to be in markets.   The information included in this video does in no way represent advice and should not be relied upon when considering investment options. Past performance is not a guide to future returns. Questions covered: Give us your reflections on

Video: Fund Manager Q&A 2

James Sullivan offers an update on the business along with his thoughts on markets.   The information included in this video does in no way represent advice and should not be relied upon when considering investment options. Past performance is not a guide to future returns. Questions covered: Can you talk through the recent developments

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.