MitonOptimal

MitonOptimal

MitonOptimal is an independent, owner-managed investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ Investment objectives.

 

As a Discretionary Fund Manager (DFM) in South Africa we partner with advisers, sharing the investment decision-making and administration with them. This partnership affords advisers time –

time to focus on the critical aspects of their business – whilst the investment research, due diligence, implementation, administration and reporting are conducted by a dedicated team of specialists.

 

Our investment philosophy is unashamedly simple, “diversification, through unconstrained global asset allocation, within an absolute return mindset”, with the aim of achieving our clients’ objectives, through the management and control of risk.

MDDs

Minimum Disclosure Document Date: 31 July 2026

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
MitonOptimal FR Active Beta Fund (A) MIABF 2055.26 04 September 2026 pdf
MitonOptimal FR Cautious Fund (B2) MOIPCD 1195.20 04 September 2026 pdf
MitonOptimal FR Diversified Income Fund of Funds (B2) SEDB2 187.95 04 September 2026 pdf
MitonOptimal FR Equity Growth Fund (A) MHCE 170.35 04 September 2026 pdf
MitonOptimal FR Flexible Growth Fund (B2) SEFB2 469.42 04 September 2026 pdf
MitonOptimal FR Foreign Flexible Feeder Fund (A1) MFFF 513.50 04 September 2026 pdf
MitonOptimal FR Income Plus Fund of Funds (B2) MOPFOF 1,099.40 04 September 2026 pdf
MitonOptimal FR Interest Plus Fund (A) TRCP 101.07 04 September 2026 pdf
MitonOptimal FR Macro Equity Fund of Funds (A) SMEFA 378.29 04 September 2026 pdf
MitonOptimal FR Moderate Growth Fund (B2) MOMDGD 1255.08 04 September 2026 pdf
MitonOptimal FR Prudential Fund of Funds (B2) SEPB2 327.53 04 September 2026 pdf
MitonOptimal FR Worldwide Active Beta Fund (A) IPWWAB 1776.65 04 September 2026 pdf
MitonOptimal FR Worldwide Flexible Fund of Funds (B2) SEOB2 350.13 04 September 2026 pdf
MitonOptimal FR Worldwide Growth Fund (B2) MOWWGF 1364.28 04 September 2026 pdf