18 May 2012 GLOBAL ASSET ALLOCATION We have battened down the hatches from a tactical asset allocation perspective over the past few weeks. In a crisis, we have learnt that if you need to panic, it is best to have panicked first! Those asset allocators who have issued statements this week that they are sitting out this volatility are generally overweight global equity and do not have much choice. But are we nearing the end of the secular bear market in developed world equities?

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11 May 2012 WHAT IS A FRIEND WORTH? As many of our readers are probably aware, Facebook (FB) is about to come to market in the coming days; this will probably be the largest IPO (Initial Public Offering) of a stock ever. The IPO is estimated to raise approximately $10 billion, valuing the company at between $77 and $96 billion at launch. To put this into context, if the upper end of this range is achieved, FB will be half the size of Google and would rival the market value of Amazon.com and Cisco Systems Inc.

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17 Feb 2012 MitonOptimal Weekly Comment - How do you manage the asset mix between SA and Global Asset classes successfully? 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!

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	16 Feb 2012 MitonOptimal launch new fund - MITONOPTIMAL IP INTEREST PLUS FUND We are pleased to announce the launch of our Interest Plus Fund. The fund is a specialist income portfolio with a reasonable yield enhancement and Atlantic Asset Management have been appointed as the investment manager to the fund for a minimum of 12 months.....
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GLOBAL COMMERCIAL REAL ESTATE - Finweek article by Scott Campbell International commercial real estate as an asset class has provided quite the roller coaster ride over the past 10 years. The leveraged boom almost a decade ago provided the opportunity for multiple promoters of listed and open-ended investment vehicles to raise capital for dubious (at best) schemes. The most important decision when investing in this asset class is choosing the type of investment vehicle that owns the actual underlying commercial property. There are vastly different liquidity, valuation, costs, short-term performance and other due diligence divergences in this sector.

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	MitonOptimal to launch a South African commodity fund management business MitonOptimal, the specialist global multi asset management company with a presence in Guernsey, South Africa and Singapore today announces that Andy Pfaff has joined the team in Cape Town to lead the development of a domestic commodity fund management business.
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	The Saturday Star - Local Fund Performance Personal Finance highlights the local unit trust 12 month returns from December 2000 to July 2011.
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