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FUND FACT SHEETS
 
MITONOPTIMAL IP INTEREST PLUS FUND
The Fund is a specialist income portfolio with moderate risk limits that seeks diversity, reasonable...
MITONOPTIMAL IP DIVERSIFIED INCOME FUND OF FUNDS
The Sentinel IP Diversified Income Fund of Funds aims to fulfil the investment needs of retired inve...
MITONOPTIMAL IP PRUDENTIAL FUND OF FUNDS
The Fund aims to fulfil the investment needs of the majority of investors, being consis-tent real re...
MITONOPTIMAL IP FLEXIBLE FUND OF FUNDS
This investment strategy includes a diversification of asset classes managed by the most talented fu...
MITONOPTIMAL IP WORLDWIDE FLEXIBLE FUND OF FUNDS
This investment strategy includes a diversification of asset classes managed by the most talented fu...
MITONOPTIMAL IP FOREIGN FLEXIBLE FEEDER FUND
The Midas Foreign Flexible Fund of Funds is a flexible international fund of funds. The investment o...
 
MitonOptimal
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MitonOptimal IP Interest Plus Fund21.02.12 100.81centsMitonOptimal IP Flexible FOF21.02.12 190.66centsMidas Foreign Flexible FOF21.02.12 143.16centsMitonOptimal IP WorldWide Flexible FOF21.02.12 126.10centsMitonOptimal IP Prudential FOF21.02.12 162.37centsMitonOptimal IP Diversified Income FOF21.02.12 119.25centsMitonOptimal IP Interest Plus Fund21.02.12 100.81centsMitonOptimal IP Flexible FOF21.02.12 190.66centsMidas Foreign Flexible FOF21.02.12 143.16centsMitonOptimal IP WorldWide Flexible FOF21.02.12 126.10centsMitonOptimal IP Prudential FOF21.02.12 162.37centsMitonOptimal IP Diversified Income FOF21.02.12 119.25cents
  • INDICATORS
The Funds THEFUNDS
  Miton Optimal Fund Library
 
  • MitonOptimal IP Interest Plus Fund
  • MitonOptimal IP Diversified Income Fu...
  • MitonOptimal IP Prudential Fund of Fu...
  • MitonOptimal IP Flexible Fund of Funds
  • MitonOptimal IP Worldwide Flexible Fu...
  • MitonOptimal IP Foreign Flexible Fee...
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The Funds CONTACTUS
South Africa
 
tel.   +27 (0) 21 689 3579 email us
fax.   +27 (0) 21 685 6944
  • WELCOME
MitonOptimal Asset Management in South Africa was founded in 2004 and is the result of the merger of the previous Eagle Asset Management and MitonOptimal South Africa. It is a private company owned by its Management and Directors. As an owner managed Multi Asset Management business, we believe the objectives and priorities of clients, staff and shareholders are much more closely aligned in a partnership model.

MitonOptimal is a performance focused investment management team that strives to achieve strength through diversity in all its portfolios and business model.

We do one thing and one thing only - Multi Asset Management. We do not have the conflicts of interest of much larger institutions, yet we have achieved the critical mass of funds under management to ensure the economies of scale required in this industry.

Our investment philosophy is unashamedly simple, "diversification through unconstrained global asset allocation within an absolute mindset". All forms of strategic and tactical asset allocation are vital to the success of any Multi Asset Management portfolio and our process is well documented.

We have a range of collective investment schemes (unit trusts) and segregated mandates that cater for a range of discerning private clients, independent financial advisers, family offices and institutional clients around South Africa.
Weekly Comment WEEKLYCOMMENT
Domestic Investors
Weekly Comment
WEEKLY COMMENT:  
Latest Comment
  • MitonOptimal Weekly Comment - How do you... :
SA Financial Advisors are often required to advise global ‘perpetual travelers’ who only spend 4 to 6 months of every year in South Africa. These investors often demand the ‘perfect miracle’ with their assets in South Africa: ’invest my money in Rands, but when the Rand weakens, switch it into a hard currency…but do not forget to grow my assets simultaneously!’ It’s a tough job - many SA Advisors and investors who invested offshore during the past 10 years have experienced rand strength since 2003 and have had poor returns in Rands and US$ terms due to market behavior over this period. This is not an easy mandate to meet!
Weekly Comment MEDIAVIDEO
Miton Optimal Pod Cast
  • Monthly Commentary: January 2012:
Roeloff Horne provides information on our views and actions taken on our local funds.