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].

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MitonOptimal UK Limited - Coram Funds - Dublin based UCITS

Coram Funds

The Coram Funds management team boasts a wealth of experience in multi-asset investing, focused on producing real returns with low volatility over the course of a full economic cycle.

Our suite of multi-asset funds reside within the Investment Association sectors and can be found on most major platforms.

Fund Name

Fund Objective

Investment Association sector

An unconstrained global defensive multi-asset fund which aims to provide positive returns with far lower levels of volatility than that experienced in broader equity markets.

Mixed Investment 0-35% Shares

An unconstrained global balanced multi-asset fund which aims to provide positive returns with lower levels of volatility than that experienced in broader equity markets.

Mixed Investment 20-60% Shares

An unconstrained global opportunities multi-asset fund which aims to provide positive returns with levels of volatility more akin to equity market investing.

Mixed Investment 40-85% Shares

Coram Funds

The Coram fund management team boasts a wealth of experience in multi-asset investing, focused on producing real returns with low volatility over the course of a full economic cycle.

Our suite of multi-asset funds reside within the Investment Association sectors and can be found on most major platforms.

Fund Objective

An unconstrained global defensive multi-asset fund which aims to provide positive returns with far lower levels of volatility than that experienced in broader equity markets.

Investment Association sector

Mixed Investment 0-35% Shares

Fund Objective

An unconstrained global balanced multi-asset fund which aims to provide positive returns with lower levels of volatility than that experienced in broader equity markets.

IA Sector

Mixed Investment 20-60% Shares

Fund Objective

An unconstrained global opportunities multi-asset fund which aims to provide positive returns with levels of volatility more akin to equity market investing.

IA Sector

Mixed Investment 40-85% Shares

Coram Funds

To learn more about our Coram funds and their performance history, visit the Coram Funds section.

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

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.