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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Cornerstone Portfolios - MitonOptimal UK Limited

Cornerstone Portfolios

The Cornerstone service offers clients a selection of multi-asset model portfolios using one of the Coram multi-asset funds as the cornerstone of the portfolio.

The Coram fund will offer multi-asset diversification with the rest of the portfolio being populated using external funds, leveraging off the core funds from our conventional model portfolio service.

The service is offered on a sliding fee scale, empowering the client to select the tariff best suited to their individual circumstances. Greater the weighting to the Coram fund, the lower the Model Portfolio annual management charge.

There are two portfolio offerings with this service; one inclusive of a 25% allocation to a Coram fund, and one inclusive of a 50% allocation to a Coram fund.

Cornerstone Model Portfolios

Cornerstone Defensive Model Portfolio

The Cornerstone Defensive Model Portfolio will seek to deliver long-term capital growth by blending a holding in the Coram Global Defensive fund with a number of other collective strategies, employing both our proprietary rating and risk profiling systems.

Cornerstone Balanced Model Portfolio

The Cornerstone Balanced Model Portfolio will seek to deliver long-term capital growth by blending a holding in the Coram Global Balanced fund with a number of other collective strategies, employing both our proprietary rating and risk profiling systems.

Cornerstone Model Portfolios
Cornerstone Model Portfolios

Cornerstone Growth Model Portfolio

The Cornerstone Growth Model Portfolio will seek to deliver long-term capital growth by blending a holding in the Coram Global Opportunities fund with a number of other collective strategies, employing both our proprietary rating and risk profiling systems.

How to Invest

For further information about how to invest in our Cornerstone Model Portfolios, click on the button below or contact us directly.

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.