Funds

MitonOptimal South Africa offers a wide range of South African domiciled funds, via its Cape Town office, licensed and regulated by the Financial Services Board (FSB). Our stakeholding in IP Management Company (a CIS Management Company) enables us to offer MitonOptimal IP Multi-Asset Fund of Funds and Single Manager Funds.

Multi-Asset Funds

Our Multi-Asset funds are absolute return solutions using a dynamic asset allocation process by blending actively managed specialist funds and passive building blocks(ETFs). The purpose of our Multi-Asset Fund of Funds is to minimise the compliance risk of financial advisors by managing global and domestic absolute return solutions over defined rolling periods to enable the investor to plan his or her income and growth expectations while minimising regular CGT implications.

Single Manager Funds

MitonOptimal South Africa has given mandates to third-party asset managers on most of our single asset manager funds. The purpose of these funds is to serve as specialist components within portfolios and other Multi-Asset Funds. The funds all qualify in terms of the South Africa Tax-Free Savings Regulations (TFSA) and are designed to be priced competitively, in order to achieve each desired outcome in a cost-efficient manner.

 

The Tax-Free Savings Account (TFSA)

The Tax Free Savings Account (TFSA) is a simple and transparent South Africa based savings solution for your savings needs. All growth in the Savings Account is completely tax free. The TFSA puts you in control of your savings and rewards you for saving while still allowing you access to your money should the need arise. The TFSA also allows for both lump sum and debit order investments.

Latest Fund Prices

All MitonOptimal South Africa funds are priced daily and the latest prices and fund data is available daily.

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 (Registration No. 2005/032750/07) is regulated by the South Africa Financial Services Board – Licence no. 28160.

MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider License No. 734, regulated by the South African Financial Services Board – Registered No. 2000/000717/07 – Vat No.4070188646.