Multi-Asset Funds

Our Multi-Asset funds are absolute return solutions using dynamic strategic 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 income and growth expectations while minimising regular CGT implications.

MitonOptimal also offers a range of single-manager funds.

FundsFund ObjectiveRisk Level Indicator
IP Diversified Income Fund of Funds A ClassThe IP Diversified Income Fund of Funds aims to provide investors with a high level of income and low risk capital growth to outperform the greater of the rolling 2 year SA Repo rate or CPI + 2% p.a. The Fund is diversified between asset classes with a high allocation to assets that generate income. It is managed according to the Prudential Regulation 28 guidelines of the Pension Fund Act.Low Risk
IP Diversified Income Fund of Funds B2 Class

IP Flexible Fund of Funds A ClassThe IP Flexible Fund of Funds aims to achieve total returns in excess of CPI + 5% over rolling 4-year periods, providing investors with medium to long term capital growth from a diversified portfolio of equities, bonds, listed property and money market instruments, both locally and offshore. Although not registered as a Regulation 28 fund, it is managed according to the Prudential Regulation 28 guidelines of the Pension Fund Act and all LISPS classify it as a Regulation 28 compliant fund.Moderate Risk
IP Flexible Fund of Funds B2 Class

IP Prudential Fund of Funds A ClassThe IP Prudential Fund of Funds aims to achieve total returns in excess of CPI + 3% over rolling 3-year periods, providing investors with medium to long term capital growth from a diversified portfolio of equities, bonds, listed property and money market instruments, both locally and offshore. The Fund is managed according to the Prudential Regulation 28 guidelines of the Pension Fund Act.Low to Moderate Risk
IP Prudential Fund of Funds B2 Class

IP Worldwide Flexible Fund of Funds A ClassThe IP Worldwide Flexible Fund of Funds aims to outperform CPI+6% p.a over a rolling 5-year period by investing in SA and international assets. The Fund invests in SA and international equities, bonds, listed property and money market unit trusts and aims to limit volatility to between 12-15% p.a. standard deviation.Moderate to High Risk
IP Worldwide Flexible Fund of Funds B2 Class

IP Foreign Flexible Feeder Fund A ClassThe objective of the IP Foreign Flexible Feeder Fund is to secure long term capital growth. The Fund is a flexible Rand denominated offshore fund of funds, investing in a combination of foreign equities, bonds and money market portfolios. The Fund is ideal for investors who wish to diversify their portfolio globally.Moderate to High Risk

Latest Fund Pricing

Review our latest fund pricing for all South African domiciled funds.

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.