MitonOptimal

Established in 2005 MitonOptimal is the merger of two successful investment houses combining extensive global research capabilities and an exceptional track record in investment management. The combined group specialises in adaptive asset allocation and has a focus on delivering strong absolute returns and offers an innovative range of multi manager funds, including alternative investments. MitonOptimal's fund management team has a wealth of fund management experience accumulated over the last 25 years and has won numerous awards. The asset allocation approach is coupled with a rigorous fund selection process, with MitonOptimal's team having access to the top specialist fund managers in the world. The dual approach of dynamic asset allocation and top fund selection is blended within a series of multi manager funds covering the full risk spectrum from very cautious to aggressive growth and all are fine tuned to optimise the best trade off between risk and return.

With offices in the United Kingdom, South Africa, Hong Kong and affiliates throughout Europe, MitonOptimal is able to service clients on a global basis and has an approachable fund management team keen to work with strategic partners.

MitonOptimal is a rapidly expanding fund management company that offers unique expertise in global asset allocation, innovative fund management and bespoke products for niche markets.

Philosophy

MitonOptimal believes that adaptive asset allocation is the key to successful long term investment as different asset classes suit different stages of the investment cycle and it is crucial to change the portfolio accordingly. MitonOptimal implement their asset allocation strategy by adopting a multi manager approach using both Funds and Investment Trusts which enables the portfolios to leverage off the skills and expertise of specialist managers available for each selected asset class.

The MitonOptimal process begins at the macro level with the investment team taking an overview of world economic activity, looking at interest rate variables and direction, inflation , GDP, earnings growth, currency movements etc, to assess the implied and relative valuations of markets for equities, bonds, cash, property and commodities. The team also looks at market momentum, liquidity for each region and asset classes and the Bull:Bear ratio to measure sentiment. Often the ‘herd mentality' will stretch valuations way beyond implied measures, creating both buying opportunities in the upward rush and selling opportunities when confidence falls. Value is best found where others are not looking and the team has the experience and patience to often take contrarian positions.

MitonOptimal Funds List

Miton Global Portfolio
Miton Strategic Portfolio
Miton Extra Income Portfolio
Miton Special Situations Portfolio

Miton Services

Portfolio Management for Overseas Investors