International Funds
MitonOptimal offers a range of international funds (Offshore Funds), via our Guernsey office, which is licensed and regulated by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law 1987, as amended.
| Fund name | Fund Objective | Risk Level Indicator |
|---|---|---|
Optimal DFM Funds |
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Optimal DFM Growth GBP Fund >> | The fund provides investors access to a range of underlying assets via a consolidated portfolio solution, enabling clients to benefit from our in-house asset allocation expertise across the main asset classes: fixed interest, long/short equities, equities, alternative strategies, property, commodities and cash. The portfolio is designed for investors that are primarily concerned with preserving capital with the investment objective of achieving growth of CPI +6% in the long term. The fund may be a suitable solution for risk-seeking investors looking to maximise returns. | Moderate to High Risk |
Optimal DFM Growth USD Fund >> | The fund provides investors access to a range of underlying assets via a consolidated portfolio solution, enabling clients to benefit from our in-house asset allocation expertise across the main asset classes: fixed interest, long/short equities, equities, alternative strategies, property, commodities and cash. The portfolio is designed for investors that are primarily concerned with preserving capital with the investment objective of achieving growth of CPI +6% in the long term. The fund may be a suitable solution for risk-seeking investors looking to maximise returns. | Moderate to High Risk |
Optimal DFM Moderate GBP Fund >> | The fund provides investors access to a range of underlying assets via a consolidated portfolio solution, enabling clients to benefit from our in-house asset allocation expertise across the main asset classes: fixed interest, long/short equities, equities, alternative strategies, property, commodities and cash. The portfolio is designed for investors that are primarily concerned with preserving capital with the investment objective of achieving growth of CPI +4% in the long term. The fund may be a suitable solution for clients looking for a balanced approach to risk. | Moderate Risk |
Optimal DFM Moderate USD Fund >> | The fund provides investors access to a range of underlying assets via a consolidated portfolio solution, enabling clients to benefit from our in-house asset allocation expertise across the main asset classes: fixed interest, long/short equities, equities, alternative strategies, property, commodities and cash. The portfolio is designed for investors that are primarily concerned with preserving capital with the investment objective of achieving growth of CPI +4% in the long term. The fund may be a suitable solution for clients looking for a balanced approach to risk. | Moderate Risk |
Optimal DFM Cautious GBP Fund >> | The fund provides investors access to a range of underlying assets via a consolidated portfolio solution, enabling clients to benefit from our in-house asset allocation expertise across the main asset classes: fixed interest, long/short equities, equities, alternative strategies, property, commodities and cash. The portfolio is designed for investors that are primarily concerned with preserving capital with the investment objective of achieving growth of CPI +2% in the long term. The fund may be a suitable solution for clients wishing to minimise risk. | Low to Moderate Risk |
Optimal DFM Cautious USD Fund >> | The fund provides investors access to a range of underlying assets via a consolidated portfolio solution, enabling clients to benefit from our in-house asset allocation expertise across the main asset classes: fixed interest, long/short equities, equities, alternative strategies, property, commodities and cash. The portfolio is designed for investors that are primarily concerned with preserving capital with the investment objective of achieving growth of CPI +2% in the long term. The fund may be a suitable solution for clients wishing to minimise risk. | Low to Moderate Risk |
Core Funds |
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Core Growth+ Fund >> | ||
| The objective of the Growth+ Fund is to achieve long-term growth and absolute returns, with limited volatility, diversifying across cash, bonds, equities, alternative strategies, commodities and property primarily using a multi-manager approach. The Fund will seek to achieve a return of LIBOR + 4% through an investment cycle. *Funds are hedged to the respective Core Growth+ USD Fund. | Moderate to High Risk |
Core Diversified Fund >> |
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| The objective of the Core Diversified Fund is to achieve long term growth and absolute returns, with limited volatility, diversifying across cash, bonds, equities, alternative strategies, commodities and property primarily using a multi manager approach. The Fund will seek to achieve a return of LIBOR + 2% in GBP through an investment cycle. *Funds are hedged to the respective Core Diversified USD Fund. | Moderate Risk |
International Managed Flexible USD Fund >> | The objective of the Fund is to outperform Libor USD 3m +4% within a balanced flexible strategy, through predominantly using cost effective, index tracking investment vehicles. | Moderate to High Risk |
Best of Breed Funds |
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UK Select Fund >> |
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| The objective of the UK Select Fund is to achieve growth over the long term by investing substantially in UK equity funds. It will adopt a multi-manager approach and diversify across a number of best of breed fund managers. The Fund will seek to outperform the FTSE all share index through an investment cycle over the longer term. | High Risk |
MitonOptimal Special Situations Fund >> |
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| The Offshore Special Situations Fund invests into the Coram Global Balanced Fund (Class Z), which is a global multi-asset fund with specialist exposure to investment trusts, mutual funds, direct equities, ETFs and structured products. The Fund is not constructed or managed against a specific index or benchmark. The performance objective is to achieve long-term returns above inflation over the course of the full investment cycle. The consistency of returns throughout various market conditions and superior long-term track record of the team makes the fund suitable for long-term investors looking for a core holding within their portfolio. *Funds are hedged to the Coram Global Balanced Fund | Low to Moderate Risk |
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Core Growth+ Fund >> |
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The objective of the Growth+ Fund is to achieve long term growth and absolute returns, with limited volatility, diversifying across cash, bonds, equities, alternative strategies, commodities and property primarily using a multi manager approach. The Fund will seek to achieve a return of LIBOR + 4% through an investment cycle. |
Moderate to High Risk |
Core Diversified Fund >> |
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The objective of the Core Diversified Fund is to achieve long term growth and absolute returns, with limited volatility, diversifying across cash, bonds, equities, alternative strategies, commodities and property primarily using a multi manager approach. The Fund will seek to achieve a return of LIBOR + 2% in GBP through an investment cycle. |
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International Managed Flexible USD Fund >> |
The objective of the Fund is to outperform Libor USD 3m +4% within a balanced flexible strategy, through predominantly using cost effective, index tracking investment vehicles. |
Moderate to High Risk |
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UK Select Fund >> |
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The objective of the UK Select Fund is to achieve growth over the long term by investing substantially in UK equity funds. It will adopt a multi-manager approach and diversify across a number of best of breed fund managers. The Fund will seek to outperform the FTSE all share index through an investment cycle over the longer term. |
High Risk |
MitonOptimal Special Situations Fund >> |
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The Offshore Special Situations Fund invests into the Coram Global Balanced Fund (Class Z), which is a global multi-asset fund with specialist exposure to investment trusts, mutual funds, direct equities, ETFs and structured products. The Fund is not constructed or managed against a specific index or benchmark. The performance objective is to achieve long-term returns above inflation over the course of the full investment cycle. The consistency of returns throughout various market conditions and superior long-term track record of the team makes the fund suitable for long-term investors looking for a core holding within their portfolio. |
Low to Moderate Risk |
