Optimal Multi Asset Balanced Z

Ranked 306 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Peter Geikie-Cobb

Peter Geikie-Cobb was managing director of Matterley, the fund management division of Charles Stanley, from 2015 to 2016 where he also managed the Bond Opportunities fund. From 2003 he served as a partner and fund manager at Thames River Capital until May 2014. In 2002, Geikie-Cobb was head of Global Fixed Income at Insight Investment, managing retail and institutional mandates. From 1992 to 2002, he held various positions at Mercury Asset Management and Merrill Lynch Investment Managers including head of European Bonds, chairman of the Fixed Income Investment Officers Group, investment officer for Global Fixed Income, and managing director. Geikie-Cobb managed institutional mandates and onshore and offshore funds. Prior to that, he managed global bond mandates at Baring Asset Management. He started his investment management career in 1985 with Aall Investment Management.

James Sullivan

James Sullivan co-founded Coram Asset Management in 2014, which was subsequently acquired by MitonOptimal International in 2016. Sullivan is managing director of the UK business and is responsible for managing the multi-asset funds and sits on the International Investment Management Committee. Sullivan has worked in financial services since 1999 as a founding member of iimia. Growth of the business saw the acquisition of Exeter Fund Managers, Miton Asset Management and Midas Capital Partners and rebranded as Miton Group. Sullivan was appointed co-manager of the Miton Special Situations and Miton Strategic Portfolios in 2008.


The investment objective of the Fund is to seek to deliver long-term capital growth. The Fund will seek to achieve its objective through its investments, by obtaining exposure to a wide range of asset classes. The Fund may be wholly invested in any of the following asset classes, shares and other securities issued by companies based worldwide, share/units of other funds debt securities (issued by governments or companies), property, cash and other liquid securities.

Showing fund performance in United Kingdom View performance globally


Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.8% -3.2% 1.1% 0.0% -3.7%
2017 3.5% 1.4% 0.7% -0.2% 1.6%
2016 12.9% 3.0% 4.9% 3.8% 0.6%
2015 0.0% 1.1% -1.4% -3.1% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/12/2014
  • Share Class size20Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0


  • Annual management0.50%
  • Initial investment1.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).