ASTUTE MODELS

Our ASTUTE range of model portfolios consists of two portfolios constructed using only local SA absolute return and hedge funds.

These turnkey solutions are suited to advisers looking to complement the long only exposure of their clients’ overall investment portfolios with the diversification of derivatives which have absolute return characteristics. These solutions are only available to advisers who hold the 1.26 license. Priced at 0.35% p.a. these models are designed to meet CPI +4% and CPI +6%.

ASTUTE Guarded Portfolio

Targets CPI +4%

ASTUTE Bold Portfolio

Targets CPI +6%

SUITABLE PRODUCTS

  • Living Annuity 
  • Endowments 
  • Discretionary Investments
     

PLATFORM AVAILABLITY

The ASTUTE model portfolio suite is currently available on the following platforms:

 

Learn more

New to Hedge Funds?

LISTEN TO THE PODCAST

In this episode of DFM Discussions, we chat to Alan Yates, Head of Distribution at Peregrine, about Hedge Funds. We unpack how they differ from general CIS funds and demystify the misconceptions surrounding them.

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WHAT ARE HEDGE FUNDS

CIS VS HEDGE FUNDS

DEMYSTIFYING MISCONCEPTIONS

Register your interest

To enquire about our Hedge Fund portfolios please leave us an email or a message on the form and we will get back to you shortly.

GEORGE DELL

Executive Director, Discretionary Fund Management

E: george@mitonoptimal.com

Great Westerford, Suite 202,
South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa

Go to MitonOptimal Group

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MitonOptimal International Limited is registered in Guernsey (Registration No. 51561) and is the overlying holding company of MitonOptimal South Africa (Pty) Limited and MitonOptimal Portfolio Management (Pty) Limited. MitonOptimal International Limited, Les Vardes House, La Charroterie, St Peter Port, Guernsey, GY1 1EL, Channel Islands.
MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07.
MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.