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BLUECHIP JOURNAL FEATURE: ASTUTE RANGE

Astute Range Hedge Funds

This article was originally published in the Q1 2023 edition of  Blue Chip Journal.

​MitonOptimal Launch Hedge Fund Model Portfolios

 
We are extremely excited to launch our much-awaited ASTUTE range of model portfolios, containing only absolute return funds and hedge funds. We saw a gap in the market for these types of investments due to their ability to limit the downside in market drawdowns, but still benefit from risk asset exposure.
 
Our range includes:
  • MitonOptimal ASTUTE Guarded Model – focused on capital preservation whilst targeting a total return of CPI +4% after all fees. This model was created with the living annuity market in mind, especially those clients in the early years of retirement, where “sequence-of-returns” risk is at its highest.
  • MitonOptimal ASTUTE Bold Model – focused on capital appreciation and looking to benefit from the underlying managers’ best ideas. This model will target all-out risk and is not for the faint-hearted.
 
Due to Reg 28 restrictions, these products will only be available in discretionary products, endowments and living annuities. For more information on the range, please contact george@mitonoptimal.com.
READ THIS EDITION OF BLUE CHIP JOURNAL HERE

Jacques De Kock

Jacques De Kock

Quantitative Analyst and Portfolio Manager

 

 

To learn more about our Hedge Fund Model Portfolios, visit the ASTUTE Range page here

 

The content of this article is for information purposes only and does not constitute an offer or invitation to any person. The opinions expressed are subject to change and are not to be interpreted as investment advice. You should consult an adviser who will be able to provide appropriate advice that is based on your specific needs and circumstances. The information and opinions contained herein have been compiled or arrived at from sources believed to be reliable and given in good faith, but no representation is made as to their accuracy, completeness or correctness. 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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