Optimal DFM Funds
The MitonOptimal UCITS V, daily traded, DFM fund solution has been developed as a direct result of listening to our intermediary's business needs. Many have indicated that they like the idea of DFMs, but much prefer the control and ease of placing deals that a UCITS V fund provides.
The fund replicates the performance of the long-standing CPI +2%, +4% and +6% DFM models run by MitonOptimal; same managers and investment committee, same asset allocation and same assets.
MitonOptimal founded in 2002, has raised in excess of $1.2bn AUM predominantly in the DFM space, with regional offices in Guernsey, South Africa, UK, Singapore, Isle of Man and Jersey.
For more information on the Optimal DFM Funds please contact your regional GWMS sales partner.