Optimal Multi Asset Funds

Optimal Multi Asset Defensive

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.

Literature

Optimal Multi Asset Balanced

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.

Literature

Optimal Multi Asset Opportunities

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

Literature

Literature on other classes available, please contact: [email protected]

Fund prices

Fund Name	Valuation Date	Currency	Latest Price (NAV)

Optimal Multi Asset Defensive	21-Oct-19	GBP	1.0499
Optimal Multi Asset Balanced	21-Oct-19	GBP	1.1381
Optimal Multi Asset Opportunities	21-Oct-19	GBP	1.2213

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Address

MitonOptimal UK Limited
Royal Mead
Railway Place
Bath
BA1 1SR
UK

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Phone

t: +44 (0) 1225 632 250
f: +44 (0) 1225 439 442

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Email

[email protected]

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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.

Global

Group

Go to MitonOptimal Group

The MitonOptimal group of companies are independent multi-asset investment managers, majority owned by our management and directors. With a growing AUM of GBP818m, we employ over 60 staff across offices in Guernsey, South Africa, United Kingdom and Jersey. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.

International

Guernsey

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Jersey

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United Kingdom

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Africa

South Africa

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MitonOptimal Assets Under Management (AUM)

MitonOptimal employs 70+ people globally

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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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