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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Model Portfolio Services - MitonOptimal UK Limited

Model Portfolio Services

We recognise there is no ‘one size fits all’ when it comes to investing.

That’s why we provide our Model Portfolio Service via three distinct propositions, to help cater for a variety of attitudes to risk tolerance, investment persuasion and cost.

Our investment team has over 25 years worth of experience in managing multi-asset model portfolios. By blending active and passive investment strategies, and utilising both the MitonOptimal rating and risk profiling systems, we believe we have fashioned a range of services for clients wishing to have a more risk-focused proposition at their disposal.

MitonOptimal rating system

Established in 1991, the MitonOptimal rating system screens potential investments for consistency and volatility in order to support our portfolio managers in making informed selections

MitonOptimal Risk Profiling

Underpinning our process is the MitonOptimal propriety risk profile, which scores each underlying investment to ensure we create model portfolios to sit appropriately along the risk spectrum.

Model Portfolio Services brochure

Details on the models on offer within our Model Portfolio Services.

Model Portfolio Services tariff sheet

Details of the charges associated with our Model Portfolio Service.

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.