Global asset manager MitonOptimal has introduced a new Dublin-based discretionary fund management (DFM) fund range.
The new offerings provide international IFAs access to the company’s asset allocation and manager selection in a unitised fund vehicle.
The DFM fund range consists of three risk-rated portfolios: cautious, moderate and growth. All the portfolios are available in US and UK currency denominated classes.
The funds provide daily liquidity through a Dublin-based UCITS V fund structure, the company stated.
MitonOptimal head of international portfolio management & lead fund manager to the funds Shaun McDade said: “The new DFM funds provide investors with the investment benefits of a DFM solution with the convenience and simplicity of using a unitised fund.
“True DFM services have traditionally been available only to professional investors with large lump sums to invest – these funds provide access to DFM expertise for retail investors.”
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalDataMitonOptimal (Guernsey) joint managing director and portfolio manager Simon Sharrott said: “We’ve worked closely with IFA and trustee partners to deliver a proposition that helps them to support their clients’ needs.
“The addition of these funds to MitonOptimal’s suite of investment solutions means we can now offer a fully comprehensive range of DFM services for our global client base.”
In March, the company received capital markets licence in Singapore, which allows MitonOptimal to provide DFM fund and investment management services to various institutional clients in the country.