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MitonOptimal requires a signed Service Level Agreement (SLA) with the adviser supporting the Sygnia model portfolios. Please provide the adviser’s information using the link below so that our team can follow up and put the SLA in place.
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MARKETING
QUARTERLY MARKET INSIGHTS | Q3 2025
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...
FEBRUARY 2026 | MARKET AND PORTFOLIO COMMENTARY
Global Market Overview Global markets delivered a more nuanced picture in February, with leadership continuing to broaden beyond the traditional US large-cap growth complex. While the MSCI World was broadly flat for the month at 0.73% in USD, and the S&P 500 and...
EDUCATION HUB
PORTFOLIO DEVIATION AND BEHAVIOURAL RISK – THE IMPORTANCE OF STICKING TO A LONG TERM PLAN
MitonOptimal is a specialist discretionary fund manager (DFM) with a 25-year track record of managing multi-asset, multi-manager portfolios in line with defined financial...
WHAT IS A HEDGE FUND
South African Hedge Funds are classified as Collective Investment Schemes and are regulated by the Financial Services Conduct Authority. Hedge funds aim to deliver absolute...
WHAT IS A DISCRETIONARY FUND MANAGER
Merriam-Webster defines the term discretionary as: “left to individual choice or judgement”. In the financial services world the terms discretionary management, discretionary...
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SHANA ROBERTSON | Team Leader
FINANCE & FEES
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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