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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Risk Profiled Portfolios - MitonOptimal UK Limited

Risk Profiled Portfolios

The Risk Profiled Model Portfolio Service offers clients a selection of multi-asset model portfolios along the risk spectrum.

By blending active and passive collective investment strategies, and employing our rating and risk profiling systems, we believe we have fashioned an efficient service for clients wishing to have a more risk-focused proposition at their disposal.

Our model portfolios share common ground in their makeup, with differences originating mainly from the objective of delivering a return with varying degrees of risk tolerance.

Risk Profiled Model Logo

Defensive Model Portfolio

The Defensive Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating/risk profiling systems.

The equity allocation of the portfolio will be managed within our self-imposed parameter of 0-35% and in line with a MitonOptimal risk profile of 2-4.

Cautious Model Portfolio

The Cautious Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating/risk profiling systems.

The equity allocation of the portfolio will be managed within our self-imposed parameter of 20%-60% and in line with a MitonOptimal risk profile of 3-5.

Balanced Income Model Portfolio

The Balanced Income Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating/risk profiling systems.

The equity allocation of the portfolio will be managed within our self-imposed parameter of 40%-85% and in line with a MitonOptimal risk profile of 5-7.

Balanced Growth Model Portfolio

The Balanced Growth Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating/risk profiling systems.

The equity allocation of the portfolio will be managed within our self-imposed parameter of 40%-85% and in line with a MitonOptimal risk profile of 5-7.

Growth Model Portfolio

The Growth Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating/risk profiling systems.

The equity allocation of the portfolio will be managed within our self-imposed parameter of 70%-100% and in line with a MitonOptimal risk profile of 7-10.

How to Invest

For further information about how to invest in our Risk Profiled 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.