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 specific classes of these funds 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.
MitonOptimal also offers a range of Multi-Asset funds.
|Funds||Fund Objective||Risk Level Indicator|
|IP Interest Plus Fund A Class||The Fund is a specialist income portfolio with moderate risk limits that seeks diversity, reasonable yield enhancement, moderate liquidity and relatively low volatility through constrained interest rate positions. |
The Fund shall at all times run in accordance with the limits, instructions and guidelines contained within Regulation 28 governing the behaviour of pension funds. MitonOptimal has mandated Atlantic Asset Management to manage this fund who have appointed Arno Lawrenz and Albert Botha as portfolio managers.
|IP High Conviction Equity Fund A Class||The Fund is a concentrated general equity fund. The investment objective of the Fund is to maximise long term total returns by outperforming the FTSE / JSE SWIX 40 Index over 3 to 5 years. The Fund will typically not hold more than 25 stocks at any given time and only invest in companies listed on the JSE.||High Risk|
|IP High Conviction Equity Fund B2 Class|
|IP High Conviction Equity Fund C Class|
|IP Active Beta Fund A Class||The primary objective of the Fund is to target a total return of inflation plus 5% over rolling four-year periods. In so doing, the Fund will aim to outperform a fixed asset allocation benchmark, over the same rolling period, through active asset allocation. Given the nature of the Fund, a secondary objective is to keep the Total Expense Ratio (TER) as low as possible to ensure that unnecessary costs do not hinder performance.||Moderate to High Risk|
Latest Fund Pricing
Review our latest fund pricing for all South African domiciled funds.