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MitonOptimal UK Limited

Fund Manager bulletin video (May)

by | May 5, 2020 | James Sullivan, Video

As the ongoing pandemic evolves, James Sullivan offers an update on our outlook and positioning in our latest bulletin video.

Questions covered and their respective timestamps are listed below:

1. We covered market conditions in our previous video, but please recap where we are?
2. How have you been positioned in recent times? (00:56)
3. You mention a rotation of portfolio… so two questions…
3a. Where have you been? (01:45)
3b. Where are you going? (02:55)
4. So to recap? (04:41)

If you have a question that we haven’t answered in this video, please feel free to contact us directly via [email protected]

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

Regulatory Information
MitonOptimal UK is a trading name of AB Investment Solutions Limited. AB Investment Solutions is a subsidiary of Alpha Beta Partners Limited.  Registered in England and Wales No. 09138865.  Authorised and regulated by the Financial Conduct Authority.

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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.

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