Global asset manager MitonOptimal today announced the launch of a new Dublin-domiciled DFM fund range.
The new DFM funds offer international IFAs access to MitonOptimal’s asset allocation and manager selection in a unitised fund vehicle.
The new funds comprise three risk-rated portfolios: Cautious, Moderate & Growth – each available in both USD and GBP denominated classes. The funds offer daily liquidity through a Dublin-domiciled UCITS V fund structure.
Shaun McDade, joint managing director and head of international portfolio management and lead fund manager to the funds 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”.
“Our Multi-Asset portfolios marry a tried, tested and disciplined top-down asset allocation process with bottom-up “best of breed” manager selection. We allocate across a broader range of assets than many of our peers, that includes hedge funds and long/short equity managers, alongside traditional fixed income, equity, property and cash investments. Our independence means that we are not constrained when selecting managers to populate our portfolios.”
David Parker, CEO GWMS, MitonOptimal Global Distribution partner added: “We are delighted that MitonOptimal have been able to deliver just what many of our 500+ international intermediaries have been telling us is needed, to ensure the best possible investment outcome for an ever more diverse client base.
“A highly flexible, daily liquid, well-regulated, DFM UCITS V fund solution, with multiple share classes, risk profiles and currencies, accessible on the widest selection of bonds, platforms, International pensions and regular savings vehicles. MitonOptimal’s DFM fund range delivers on each of these needs.”