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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

Investment Advisory Services

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Model Portfolio Services

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Multi Asset Funds

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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

Conviction in themes

by | 14th March 2019 | All Articles, Investment Week, James Sullivan, MitonOptimal Group, MitonOptimal UK, Optimal Multi Asset Funds | 0 Comments

Investment Week: Property and asset management themes in focus       Over an investment cycle, one must have conviction in themes to have a chance of outperforming. This conviction can come at a cost of being 'too early' but can be very powerful as the...
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Standing out from the crowd

by | 29th January 2019 | All Articles, James Sullivan, MitonOptimal Group, MitonOptimal UK, Optimal Multi Asset Funds | 0 Comments

It seems an awful long time ago, but when I would go to football training as a kid, I’d fret about what kit to wear, not wanting to stand out.  My Dad would say to me “don’t worry about what everyone else is wearing, you’re there to do a job, it’s not a fashion show”....
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Two funds to offer protection in a falling market

by | 18th December 2018 | All Articles, FT Adviser, Market Update, Markets, MitonOptimal Group, MitonOptimal UK, Paul Warner | 0 Comments

'Value' to cover all eventualities, argues Paul Warner in his latest article for FT Adviser.       The list of factors that could mean that October was the beginning of a buyer's market is a lot longer. We have US President Donald Trump versus China and...
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Our State of the Union address

by | 5th December 2018 | All Articles, Coram Funds, James Sullivan, MitonOptimal Group, MitonOptimal UK, Peter Geikie-Cobb, Shaun McDade | 0 Comments

James Sullivan and Peter Geikie-Cobb examine the US market and explain why they are underweight the US within their fund range.   What are your views on the US stock market? James Sullivan: Broadly speaking, it’s an expensive equity market. Even stripping out...
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To ESG or not to ESG

by | 5th December 2018 | All Articles, Citywire, Markets, MitonOptimal Group, MitonOptimal UK, Paul Warner, SRI | 0 Comments

Beware of the 'Easy Selling Gift' warns Head of Portfolio Management Paul Warner.       Back in 1994, when we were first asked to run discretionary ethical portfolios, we had just 21 funds from which to choose. That portfolio was called the Green...
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Seeing the value in cash-happy Japanese companies

by | 20th November 2018 | All Articles, Coram Funds, James Sullivan, MitonOptimal Group, MitonOptimal UK | 0 Comments

James Sullivan on an activist investment looking to unlock corporate Japan's balance sheets.       It sounds wrong to say it, but we recently supported the launch of a new company, despite not harbouring absolute belief that it will fulfil its primary...
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MitonOptimal’s Sullivan ups UK REIT exposure for ‘incredible value on offer’

by | 13th November 2018 | All Articles, Coram Funds, James Sullivan, Market Update, MitonOptimal Group, MitonOptimal UK | 0 Comments

James Sullivan has said UK real estate is one of the most attractive areas of the market, particularly REITs where he said “share prices have overshot on the downside”.     In a portfolio update, Sullivan said the 40% discounts currently on offer from real...
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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...
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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...
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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...
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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.

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.