INDEXATION SOLUTIONS
We offer a range of actively managed, low cost indexation solutions.
COLLECTIVE INVESTMENT
SCHEMES
At MitonOptimal we manage two indexation focused Collective Investment Schemes:
- IP Active Beta
- IP Worldwide Active Beta
IP ACTIVE BETA
Suited for investors that:
- Are looking for a Reg 28 compliant solution
- Have a 4-6 year investment time horizon
- Can tolerate moderate risk
Suitable investment vehicles include:
Retirement annuities | Preservation funds
IP WORLDWIDE ACTIVE BETA
Suited for investors that:
- Are looking for a discretionary solution
- Have a 4-6 year investment time horizon
- Can tolerate moderate to high risk
Suitable investment vehicles:
Endowments | Discretionary investment vehicles
MODEL PORTFOLIOS
The MitonOptimal Core Range available on Allan Gray includes:
- Core Indexation Balanced Growth (Reg 28)
- Core Indexation High Growth
CORE INDEXATION BALANCED GROWTH
Suited to investors that:
- Are looking for a Reg 28 compliant solution
- Have a 4-6 year investment time horizon
- Can tolerate moderate to high risk
Suitable investment vehicles include:
Retirement annuities | Preservation funds
CORE INDEXATION HIGH GROWTH
Suited to investors that:
- Are looking for global value opportunity exposure
- Have a 4-6 year investment time horizon
- Can tolerate moderate to high risk
Suitable investment vehicles:
Endowments | Discretionary investment vehicles
Learn more
New to the world of Indexation?
AN INTRODUCTION TO INDEXATION
Fund managers who make use of ‘indexation’ try to find more structured and ‘rules-based’ ways to invest. This is in contrast to the more ‘active’ management styles where fund managers seek to generate outperformance by picking certain stocks, bonds and other financial...
EXPLANATION OF INDEXATION
Active investing vs Indexation strategies
Types of indexation
Meet the Fund Manager
Roeloff Horne
Director and Head of Portfolio Management
For more information
To inquire about our services or how partnership with us can benefit your advisory practice, please leave us an email or a message on the form and we will get back to you shortly.
Great Westerford, Suite 202,
South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa
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