QUARTERLY MARKET INSIGHTS | Q1 2026
At MitonOptimal we take asset allocation (AA) very seriously, taking into consideration both...
ARTICLES
QUARTERLY MARKET INSIGHTS | Q4 2025
At MitonOptimal we take asset allocation (AA) very seriously, taking into...
DECEMBER 2025 | MARKET AND PORTFOLIO COMMENTARY
Global Market Overview Global markets entered the final month of 2025...
CLOSING OUT 2025
The content of this article is for information purposes only and does not...
NOVEMBER 2025 | MARKET AND PORTFOLIO COMMENTARY
Global Market Overview Global markets entered November navigating a...
OCTOBER 2025 | MARKET AND PORTFOLIO COMMENTARY
Global Market Overview Global equity markets extended their winning...
EDUCATION HUB
WHAT IS A TAX FREE SAVINGS ACCOUNT
Tax Free Savings Accounts (TFSA) were introduced in 2015 with the main...
AN INTRODUCTION TO INDEXATION
Fund managers who make use of ‘indexation’ try to find more structured...
AN INTRODUCTION TO COMMODITIES
Origins of commodity futures and the birth of financial futuresThe...
PRESS & PODCASTS
LESSONS IN LONGEVITY: FOORD’S 44 YEAR INVESTMENT JOURNEY
In this episode of DFM Discussions, Head of Portfolio Management, Jacques...
ASSET TV | FUND FIT SUMMIT
Head of Portfolio Management, Jacques de Kock, joined the latest AssetTV...
CITYWIRE FEATURE: ASTUTE BOLD
"The Astute Bold model portfolio was constructed to pursue above-equity...
CITYWIRE FEATURE | MANAGEMENT BUYOUT
We are delighted that the management team has now acquired full ownership...
CITYWIRE | ASTUTE RANGE
"It took us just under 18 months to really get to grips with the hedge...
VIDEOS
ASSETTV DFM MASTERCLASS 2024
Head of Portfolio Manager, Roeloff Horne, participated in AssetTV's DFM Masterclass. The discussion included addressing the cost of appointing a DFM, Strategic and Tactical Asset Allocation, the real return forecast for local equities vs. global equities and crypto as...
HEDGE FUNDS | ROUNDTABLE | ASSET TV
Portfolio Manager, Jacques de Kock, participates in AssetTV's Roundtable discussion on Hedge Funds - initially focusing on the reason MitonOptimal launched a dedicated range of hedge fund model portfolios. He is joined by a panel of experts: Andre Steyn - CEO &...
BOUTIQUES CONNECT | ASSET TV
George Dell, Executive Director – Discretionary Fund Management, speaks to AssetTV about our Core Range of Model Portfolios.The content of this video is for information purposes only and does not constitute an offer or invitation to any person. The opinions expressed...
BENEFITS OF A MODEL PORTFOLIO
Head of Portfolio Implementation, Rugshana Salie, unpacks the three key benefits we believe model portfolios provide advisers.The content of this video is for information purposes only and does not constitute an offer or invitation to any person. The opinions...
THE INVESTMENT DEN 2023 | ASSET TV
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...
FUND FIT SUMMIT | ASSET TV
Portfolio Manager, Jacques de Kock, participates in AssetTV's Fund Fit Summit series focusing on alternative investments. He highlights the importance of a DFM bridging the gap between the fund manager and financial adviser - ensuring that these complex instruments...
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.
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