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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Phil Penrose Archives - MitonOptimal UK - Coram Funds
Blessed are the Cheesemakers? The unintended consequences of trade barriers.

Blessed are the Cheesemakers? The unintended consequences of trade barriers.

“Obviously it’s not meant to be taken literally; it refers to any manufacturers of dairy products”        – Monty Python, Life of Brian     As President Trump sets off trade clashes with countries across the world, traditional US business partners move towards retaliatory barriers to American goods. For US cheesemakers, the threat

Asset TV: Boutiques Connect Update

Asset TV: Boutiques Connect Update

Video: Phil Penrose discusses our approach to investment management. The MitonOptimal Group is proud to be a sponsor of Boutique Connect, the latest addition to the Asset TV suite of online information and discussion channels for boutique investment management companies.  Phil Penrose, Head of International Sales, recently represented us at the Asset TV studios in

The rise of Socially Responsible Investing

The rise of Socially Responsible Investing

Investing ethically need not be seen as a sacrifice on returns. The three letters SRI have for some time and for a particular demographic, conjured up images of performance cars from a prominent UK car maker. Over time, however, this acronym is increasingly used to mean Socially Responsible Investing, a method of investing that combines

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.