Miton Optimal Interest Plus Fund Fact Sheet

Fund Details
Fund Sector
SA – Interest Bearing – Short Term
Assets Under Management (R m) (Mar 2019)
R- R 170 0%
Number of Accounts (Mar 2019)
- 37 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R -    R -
Cash Instr. R - R 170
    Local    R -    R 170
    Foreign    R -    R 0
Property R 0 R 0
On FoF R - R 0
Fund Investment Aims, Objective and/or Universe
The Fund is a specialist income fund with moderate risk limits that seeks diversity, reasonable yield enhancement, moderate liquidity and relatively low volatility through constrained interest rate positions.The Fund shall at all times run in accordance with the limits, instructions and guidelines contained within Regulation 28 governing the behaviour of pension funds.

MitonOptimal has mandated Ashburton Investments to manage this fund, who have appointed Arno Lawrenz and Albert Botha as fund managers.The IP Interest Plus Fund is an actively managed income fund which targets yields that will be higher than those of call accounts and money market funds over time.To achieve this, the fund invests in a range of cash, money market instruments, fixed deposits and other income securities.It adds performance by actively participating in the credit market, along with extending the maximum and average instrument maturity.
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