How to Invest | MitonOptimal Portfolio Management (CI) Limited

How to Invest

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There are a number of ways you can invest in the MitonOptimal CI fund range.

MitonOptimal CI managed services

MitonOptimal CI’s experienced Investment team will manage your investment portfolio on your behalf, based on a discretionary or advisory basis. For more information on our services please contact us and we will be pleased to discuss the best option for you, or your client, in confidence.

Direct investment

You can invest directly in all MitonOptimal CI funds, although certain funds specifically require that you be a professional investor.  This is clearly marked on all documentation, so if you are not a professional investor, we recommend that you speak directly with us or an independent advisor before making any investment.

Application forms for the individual funds are available via the respective fund web sites and can be accessed via the Funds page.  If you require any assistance in completing the forms please do not hesitate to contact us.

Trust/Administrative services

Your funds are held in trust or managed by your account administrator on your behalf and invested by MitonOptimal CI on behalf of those trustees and administrators.

If you are a trustee or account administrator looking for further information on investing in an MitonOptimal CI fund product or wish to discuss our investment services, please contact us directly and we will be pleased to discuss your requirements in confidence.

Independent Financial Advisor (IFA)

Your IFA is able to assist you in deciding which fund to invest in and they can handle the application process on your behalf if required.

If you are an IFA looking for further information on investing in an MitonOptimal CI products or wish to discuss our investment services, please contact us directly and we will be pleased to discuss your requirements in confidence.  To invest your clients in our funds you can also download the latest application forms and bank instruction forms from the respective web sites, which you will find on the Fund Management page.

Fund platforms

The range of MitonOptimal CI funds are available via the the following fund trading platforms include:

  • Moventum
  • Royal Skandia (International)
  • Lipper
  • Aviva International (Norwich Union)

If your preferred trading platform is not listed then please contact the platform administrators and request that the MitonOptimal CI funds are added.  The platform administrators will contact MitonOptimal CI and normally complete the process within a few working days.

Our funds are also listed on the following research/feeder platforms:

  • Morningstar
  • Lipper Reuters
  • Six Telekurs
  • Financial Express
  • Hedgefund.net

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