At MitonOptimal we take asset allocation (AA) very seriously, taking into consideration both Strategic AA (3-7 years) and Tactical AA within the various asset classes. This quarterly piece provides insight into our short term tactical calls on a 12-month view...
Head of Portfolio Implementation, Rugshana Salie, unpacks the three key benefits we believe model portfolios provide advisers. LEARN ABOUT OUR CORE MODELS HERE The content of this video is for information purposes only and does not constitute an offer or invitation to...
THE INVESTMENT DEN Head of Portfolio Management, Roeloff Horne, chats to Asset TV South Africa to review last years top picks: Amplify SCI* Defensive Balanced Fund managed by Matrix Fund Managers Ninety One Managed Fund He also discusses two new top picks: Schroders...
On the 1st July 2023 our Executive Director Discretionary Fund Management, George Dell, celebrated 10 years as part of the MitonOptimal team. George joined the financial services industry in 1984 and has held various senior client facing roles at some of SA’s most...
George Dell, Executive Director – Discretionary Fund Management, speaks to AssetTV about our journey, core offering and how we support advisers. The content of this interview is for information purposes only and does not constitute an offer or invitation to any...
Head of SA Portfolio Management, Roeloff Horne, takes part in another Asset TV Masterclass discussing Discretionary Fund Management in South Africa and globally. The panelists tackle compelling topics such as earnings on a global scale, offshore bonds, alternative...
