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].

Please indicate below, whether you accept/do not accept our terms and conditions of use.

SRI & Ethical Portfolios - MitonOptimal UK Limited

SRI & Ethical Portfolios

We believe that companies that act responsibly towards the environment, social issues, corporate governance, and who have a sustainable business model, are well positioned to add value for shareholders.

Our process seeks to identify collective investments which invest in robust businesses with attractive valuations, whilst also building a more stable, resilient and prosperous economy.

Both our Socially Responsible Investing & our Ethical Investing services offer clients a selection of multi-asset model portfolios along the risk spectrum.

Socially responsible Model Portfolio

SRI Defensive Portfolio

The SRI Defensive Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.

The equity allocation of the portfolio will be managed within our self-imposed parameter of 0-35% and in line with the MitonOptimal risk profile of 3-5.

SRI Balanced Income Portfolio

The SRI Balanced Income Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.

The equity allocation of the portfolio will be managed within our self-imposed parameter of 40-85% and in line with the MitonOptimal risk profile of 4-6.

Socially responsible Model Portfolio
Socially responsible Model Portfolio

SRI Balanced Growth Portfolio

The SRI Balanced Growth Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.

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

SRI Adventurous Portfolio

The SRI Adventurous Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.

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

Socially responsible Model Portfolio
Socially responsible Model Portfolio

Ethical Balanced Growth Portfolio

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

Ethical Balanced Income Portfolio

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

Socially responsible Model Portfolio

How to Invest

For further information about how to invest in our SRI & Ethical 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.