One aspect of our multi-asset fund asset allocation that has historically taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector, which can often be rather subjective in its interpretation and the subsequent merits about inclusion in the portfolios questioned. My own views are not necessarily representative of the
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 bespoke portfolio management offering, complementing the existing model portfolio service and multi-asset fund range. CIP, an
“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 based largely on facts and valuations, that the chances
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). James Sullivan, Director at MitonOptimal (UK) Ltd, commented ‘Since the acquisition of Coram by MitonOptimal
We took a position in Land Securities (LAND) post the UK / European referendum in June 2016. It was at a price we felt very opportune, discounting much potential pain relating to ‘Brexit’ and the domestic economy, whilst offering an attractive re-entry yield in the region of 3.8%, a level not seen since 2012, and
MitonOptimal Portfolio Management (CI) Limited (Registration No. 36763) is licensed and regulated by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law 1987, as amended.