Our Investments

Investment Name Type Risk Time Horizon
MitonOptimal IP Foreign Flexible Feeder Fund Unit Trust Medium high 05 to 05 years
MitonOptimal IP Defended Beta Fund Unit Trust Medium high 04 to 50 years
MitonOptimal IP Active Beta Fund Unit Trust Medium high 04 to 05 years
MitonOptimal IP Interest Plus Fund Unit Trust Low 01 to 03 years
MitonOptimal IP SA Inflation Linked Index Fund Unit Trust Low medium 02 to 04 years
MitonOptimal IP High Conviction Equity Fund Unit Trust High 05 to 07 years
Investment Name
MitonOptimal IP Foreign Flexible Feeder Fund
Provider
Risk Tolerance
Medium high
Time Horizon
05 to 05 years
More Information
Investment Name
MitonOptimal IP Defended Beta Fund
Risk Tolerance
Medium high
Time Horizon
04 to 50 years
More Information
Investment Name
MitonOptimal IP Active Beta Fund
Risk Tolerance
Medium high
Time Horizon
04 to 05 years
More Information
Investment Name
MitonOptimal IP Interest Plus Fund
Risk Tolerance
Low
Time Horizon
01 to 03 years
More Information
Investment Name
MitonOptimal IP SA Inflation Linked Index Fund
Risk Tolerance
Low medium
Time Horizon
02 to 04 years
More Information
Investment Name
MitonOptimal IP High Conviction Equity Fund
Risk Tolerance
High
Time Horizon
05 to 07 years
More Information
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How we chose these

We’ve queried our database of tax-free investments and selected ones that match your risk level and time horizon. So using the inputs you gave us on the previous page, we’ve queried our database for products that fit.

If you want to change your time horizon or risk tolerance, please use the investment picking tool again.

Click the i next to each investment for more information about it. You can also click on the “contact me” links to have subscribing investment providers contact you.

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MitonOptimal IP Foreign Flexible Feeder Fund

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MitonOptimal IP Defended Beta Fund

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MitonOptimal IP Active Beta Fund

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MitonOptimal IP Interest Plus Fund

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MitonOptimal IP SA Inflation Linked Index Fund

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MitonOptimal IP High Conviction Equity Fund