At MitonOptimal we appreciate that you and your clients have specific requirements and we will strive to meet these. Our Managed Model Portfolio Suite can be accessed via a range of platforms – enabling you to service your clients via your preferred LISP.

Model NameModel Return ObjectiveModel BenchmarkRisk Profile
MOSA Conservative IncomeCPI+2% (Reg28)SA Multi-Asset Income SectorLow Risk
MOSA Conservative GrowthCPI+3% (Reg28)SA Multi Asset Low Equity SectorLow to Moderate Risk
MOSA Moderate Income & GrowthCPI+4% (living annuity clients requiring more than 30% offshore exposure)SA Multi Asset Medium Equity SectorModerate Risk
MOSA Reg 28 Moderate GrowthCPI+5% Reg28Multi Asset High Equity Regulation 28 Sector (balanced funds)Moderate Risk
MOSA High GrowthCPI+6/7%JSE ALSI IndexHigh Risk
MOSA Indexation CPI+5-6 Reg 28CPI+5-6% Reg28CPI+5%Moderate to High Risk
MOSA Indexation Long Term DiscretionaryCPI+6%CPI + 6%High Risk

Model NameModel Return ObjectiveModel BenchmarkRisk Profile
MOSA Reg 28 Conservative GrowthCPI+3%CPI+3%Low to Moderate Risk
MOSA Reg 28 Moderate GrowthCPI+5%CPI+5%Moderate Risk
MOSA Reg 28 High GrowthCPI+6%CPI+6%High Risk

International

Model NameModel Return ObjectiveModel BenchmarkRisk Profile
Glacier International Managed Solution - Optimal CautiousUS 3-Month Libor +3%US 3 Month Libor +3%Cautious
Glacier International Managed Solution - Optimal BalancedUS 3-Month Libor +5%US 3-Month Libor +5%Moderate
Glacier International Managed Solution - Optimal CautiousGBP 3-Month Libor +3%GBP 3-Month Libor +3%Cautious
Glacier International Managed Solution - Optimal BalancedGBP 3-Month Libor +5%GBP 3-Month Libor +5%Moderate
Local
Model NameModel Return ObjectiveModel BenchmarkRisk Profile
MOSA Conservative GrowthCPI+3% (Reg28)Outperform the SA Multi Asset Low Equity SectorLow to Moderate Risk
MOSA Reg 28 Moderate GrowthCPI+5% Reg28Outperform the Multi Asset High Equity Regulation 28 Sector (balanced funds)Moderate Risk
MOSA High GrowthCPI+6/7%Outperform the JSE ALSI IndexHigh Risk

International 

Model NameModel Return ObjectiveModel BenchmarkRisk Profile
MitonOptimal Investec Offshore Libor + 3% US$US$ Libor + 3% p.a.US$ Libor + 3% p.a.Cautious - Moderate
MitonOptimal Investec Offshore Libor + 5% US$US$ Libor + 5% p.a.US$ Libor + 5% p.a.Moderate - Aggressive
MitonOptimal Investec Offshore Libor + 5% GBPGBP Libor + 5% p.a.GBP Libor + 5% p.a.Moderate - Aggressive

Local 

Model NameModel Return ObjectiveModel BenchmarkRisk Profile
MOSA Reg 28 Moderate GrowthCPI +5% (Reg 28)Multi Asset High Equity Regulation 28 Sector (balanced funds)Moderate Risk
Miton Enhanced IncomeCPI +1% (Reg 28)SA InflationLow Risk

Model NameModel Return ObjectiveModel BenchmarkRisk Profile
Miton Enhanced IncomeCPI+1% (Reg28)SA InflationLow Risk
MOSA Conservative IncomeCPI+2% (Reg28)SA Multi-Asset Low Equity SectorLow Risk
MOSA Moderate Income & GrowthCPI+4% (living annuity clients requiring more than 30% offshore exposure - Reg28)SA Multi Asset Medium Equity SectorModerate Risk

Model NameModel Return ObjectiveModel BenchmarkRisk Profile
MOSA Conservative GrowthCPI+3% p.a.Outperform the SA Multi-Asset Low Equity Sector over a rolling 3-year period, net of fund management fees.Low to Moderate
MOSA Reg 28 Moderate GrowthCPI+5% p.a.Outperform the SA Multi-Asset High Equity Sector over a rolling 6-year period, net of fund management fees. (balanced funds)Moderate to High
MOSA High GrowthCPI+6/7% p.a.JSE ALSI Index over 7 year rolling periods p.a., net of fund management feesHigh
     
Model NameModel Return ObjectiveModel BenchmarkRisk Profile
MOSA Conservative IncomeCPI+2% (Reg28)Outperformance of the SA Multi-Asset Income Sector over a rolling three-year period, net of fund management fees.Low Risk
MOSA Conservative GrowthCPI+3% (Reg28)Outperform the SA Multi Asset Low Equity SectorLow to Moderate Risk
MOSA Reg 28 Moderate GrowthCPI+5% Reg28Outperform the Multi Asset High Equity Regulation 28 Sector (balanced funds)Moderate Risk
MOSA High GrowthCPI+6/7%Outperform the JSE ALSI IndexHigh Risk
MOSA Indexation CPI+5-6 Reg28 CPI+5-6% Reg28Outperform CPI+5%Moderate to High Risk
MOSA Indexation Long Term DiscretionaryCPI+6%Outperform CPI + 6%High Risk
MOSA Wealth (USD) Cautious IndexCPI+3%ARC USD Cautious PCILow to Moderate Risk
MOSA Wealth (USD) Moderate IndexCPI+5%ARC USD Balanced Asset PCIModerate Risk
MOSA Wealth (USD) Aggressive IndexCPI+6%MSCI AC WorldHigh Risk

 

Model NameModel Return ObjectiveModel BenchmarkRisk Profile
Miton Enhanced IncomeCPI+1% (Reg28)Outperform SA Inflation by 1%Low Risk

For more information regarding our range of Managed Model Portfolios, please do not hesitate to contact us.

Main Address

MitonOptimal South Africa (Pty) Limited
Great Westerford,
Suite 202,
South Wing, 2nd Floor,
240 Main Road,
Rondebosch, 7700,
South Africa

Phone

t: +27 (0) 21 689 3579
f: +27 (0) 21 685 6944

Regulatory Information

MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider License No. 28160,  regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07.

MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider License No. 734, regulated by the Financial Sector Conduct Authority (FSCA) – Registered No. 2000/000717/07.

 

 

Send this to a friend