Terms & Conditions

TERMS & CONDITIONS

By using or accessing any part of our website, aside from the Terms and Conditions page, you agree to be legally bound by those terms and conditions. We may amend these terms and conditions at any time without notice. Your continued use of our website following any change will constitute your acceptance of such change. Our full terms and conditions can be found at https://www.mitonoptimal.com/uk/terms-conditions/

Regulatory Information

The MitonOptimal Group (“MitonOptimal”) of companies is authorised and regulated in their respective jurisdictions, as required by law. For further details, you may visit the regional sites via https://www.mitonoptimal.com.

MitonOptimal UK Limited is part of the MitonOptimal group of companies. MitonOptimal UK Limited is registered in England and Wales No. 09138865. Authorised and regulated by the Financial Conduct Authority.

Risk Warning

Potential investors should be aware that our models and funds may make investments in equities, bonds, cash, commodities alternative strategies and commercial property. Investors should be aware that there is no guarantee that investments will go up.  Past performance is no guide as to future performance. As the price of units and the amount of income distributed or accumulated may go down as well as up, the Manager has no obligation to redeem units at the subscription price originally paid. If you are in any doubt about the content of these terms and conditions, you should not enter the site and consult your stockbroker, bank manager, solicitor, accountant or professional investment advisors.

If you have any questions or concerns about our website please email us at [email protected].

Please indicate below, whether you accept/do not accept our terms and conditions of use.

MitonOptimal UK Limited - Model Portfolio and DFM specialists
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MitonOptimal UK Limited

MitonOptimal UK

MitonOptimal UK Limited is a part of the MitonOptimal group of companies.

Our focus is on delivering Discretionary Fund Management and Asset Management services within the UK.

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Our Services

Coram Funds

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Investment Advisory Services

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Model Portfolio Services

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About Us

MitonOptimal UK Limited is a part of the MitonOptimal group of companies, an independent multi-asset investment manager, majority owned by our management and directors.

The group employs over 70 staff across offices in Guernsey, South Africa, United Kingdom, Isle of Man and Singapore and combined assets under management of approximately £880m. We offer a broad range of global Discretionary Fund Management, Portfolio Management, Model Portfolios, Institutional Asset Consulting and regulated funds services to our clients, via well-established and regulated distribution channels across Europe, Africa, Asia, the Caribbean, the Middle East and South America.

Our UK office is focused on delivering Discretionary Fund Management and Fund Management Services.

Meet our Team

The meteoric expansion of global debt (and what comes next)

by | 14th September 2018 | All Articles, Commentary, MitonOptimal Group, MitonOptimal UK, Phil Penrose | 0 Comments

Phil Penrose discusses the expansion of global debt in the wake of a stronger US Dollar.       A decade after the global financial crisis, increasing levels of debt in prominent developing economies are driving fears of a new panic that could spread far beyond the...
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The challenge of allocating to ‘Alternative’ funds

by | 13th August 2018 | All Articles, Coram Funds, FT Adviser, James Sullivan, Market Update, MitonOptimal UK | 0 Comments

James Sullivan explains why his allocation to 'Alternatives' is at a multi-year low.       One aspect of our multi-asset fund asset allocation that, historically, has taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector,...
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Seeking closure on the ‘Growth vs Value’ debate

by | 6th August 2018 | All Articles, Coram Funds, James Sullivan, Market Update, MitonOptimal Group, MitonOptimal UK | 0 Comments

“It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is the most adaptable to change"     The valuation differential between traditional value and growth indices has been at record levels; never before has...
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Drilling down on oil and SRI

by | 24th July 2018 | All Articles, Markets, MitonOptimal Group, MitonOptimal UK, Paul Warner, SRI | 0 Comments

Paul Warner explains why the oil price should not be seen as a reference point for SRI portfolios.       At the end of the last quarter, when analysing one of our third party SRI portfolios, we found that the slight underperformance of the SRI portfolio compared to...
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Blessed are the Cheesemakers? The unintended consequences of trade barriers.

by | 3rd July 2018 | All Articles, Coram Funds, Markets, MitonOptimal Group, MitonOptimal UK, Phil Penrose | 0 Comments

“Obviously it’s not meant to be taken literally; it refers to any manufacturers of dairy products”          - Monty Python, Life of Brian     As President Trump sets off trade clashes with countries across the world, traditional US business partners move towards...
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Citywire: MitonOptimal’s portfolio boss on his 25 years of ethical investment

by | 31st May 2018 | All Articles, Citywire, MitonOptimal Group, MitonOptimal UK, Paul Warner | 0 Comments

Citywire Wealth Manager recently spoke with our Head of Portfolio Management Paul Warner about his career, SRI investing and more in this profile piece.     Ethical investing is booming, but there is one man in wealth management, Paul Warner, who genuinely can claim...
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Why now is the time to buy US Treasuries

by | 30th May 2018 | All Articles, All International News Articles, Coram Funds, Investment Week, Markets, MitonOptimal UK, Peter Geikie-Cobb | 0 Comments

In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar.     At the time of purchase, we viewed the US bond market as still offering little value against a background of further monetary...
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The Tullock Spike

by | 11th May 2018 | All Articles, Coram Funds, James Sullivan, Market Update, MitonOptimal Group, MitonOptimal UK | 0 Comments

James Sullivan ponders a misplaced sense of insulation created by the Central Banks.       The Tullock Spike was the thought piece of the economist Gordon Tullock. Tullock, at the time seatbelts were made mandatory in cars, suggested that such a safety measure made...
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Rotating out of German residential into UK commercial property

by | 23rd April 2018 | All Articles, Coram Funds, James Sullivan, Market Update, MitonOptimal UK | 0 Comments

James Sullivan breaks down the geographical shift in our REIT exposure.       We adopt a valuation-led approach to investing; pursuing themes and asset classes that offer us significant upside potential, yet possess what we expect to be defensive characteristics on...
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Surveying the investment landscape

by | 17th April 2018 | All Articles, Coram Funds, Market Update, MitonOptimal UK, Peter Geikie-Cobb | 0 Comments

Peter Geikie-Cobb provides an update on his market views and outlook for 2018       After a robust performance for risk assets in 2017, as a result of strong global economic growth driven by continued low interest rates and ample liquidity, the outlook for this year...
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Address

MitonOptimal UK Limited
Royal Mead
Railway Place
Bath
BA1 1SR
UK

Phone

t: +44 (0) 1225 632 250
f: +44 (0) 1225 439 442

Email

[email protected]

Regulatory Information

MitonOptimal UK Limited is part of the MitonOptimal group of companies. Registered in England and Wales No. 09138865. Authorised and regulated by the Financial Conduct Authority.

Guernsey    |    South Africa    |    United Kingdom    |    Isle of Man    |    Singapore    |    Jersey