Funds

Martin Gray update

PRESS RELEASE: Martin Gray to continue as a director of MitonOptimal Guernsey Limited. This clarification follows today’s announcement of the resignation of Martin Gray as a Director, from the Board of Miton Group PLC. Following the London Stock Exchange announcement this morning, and to provide clarity, Martin Gray has not resigned from MitonOptimal Guernsey Limited. He has

Why We Sold Out of Woodford’s Funds

“MitonOptimal’s Shaun McDade had become concerned about valuations on the Invesco Perpetual High Income and Income funds even before the star manager resigned, and has bought GVO UK Focus instead. The departure of FE Alpha Manager Neil Woodford was the “trigger point” that caused wealth management firm MitonOptimal to sell out of the multi-billion pound Invesco Perpetual High Income and Income funds…”

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Group

Go to MitonOptimal Group

The MitonOptimal group of companies are independent multi-asset investment managers, majority-owned by our management and directors. We employ over 40 staff across offices in Guernsey, South Africa and the United Kingdom. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.