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Mi-plan Ip Balanced Defensive Fund B2 (0P0000JZ8Z)

Johannesburg

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22.304 +0.328 +1.49%

10/04 - Delayed Data. Currency in ZAR

Morningstar Rating:
Total Assets: 50.51M

Type: Fund

Market: South Africa

Issuer: IP Management Company

ISIN: ZAE000116257

Asset Class: Equity

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0P0000JZ8Z Overview

Find basic information about the Mi-plan Ip Balanced Defensive Fund B2 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000JZ8Z MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change3.98%

Prev. Close21.976

Risk Rating

TTM Yield5.24%

ROE22.45%

IssuerIP Management Company

TurnoverN/A

ROA7.81%

Inception DateApr 01, 2008

Total Assets50.51M

Expenses0.87%

Min. Investment10,000

Market Cap685.48B

CategoryZAR/NAD Cautious Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	998	998	1123	1304	1619	2018
Fund Return	-0.16%	-0.16%	12.33%	9.24%	10.11%	7.28%
Place in category	477	477	164	151	236	112
% in Category	90	90	29	34	58	44

Top Equity Funds by MiPlan Proprietary Limited

Name	Total Assets	YTD%	3Y%	10Y%
SouthChester IP Optimum Income B	2.74B	7.60	6.52	-
SouthChester IP Optimum Income A	2.74B	7.48	6.32	-
MI PLAN IP Global Macro Fund B5	2.53B	-1.06	16.40	14.37
MI-PLAN IP Global Macro Fund B6	2.69B	-1.06	16.40	-
MI PLAN IP Global Macro Fund B1	2.53B	-0.89	17.61	15.47

Top Funds for ZAR/NAD Cautious Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Stable Fund A	55.2B	3.15	10.07	8.63
Allan Gray Stable Fund X	53.81B	1.49	10.31	-
Allan Gray Stable Fund C	55.2B	1.37	9.14	8.66
Coronation Balanced Defensive FundD	31.83B	1.20	10.27	7.82
Coronation Balanced Defensive A	31.71B	1.12	9.95	7.51

Top Holdings

Name	ISIN	Weight %	Last	Change %
MI-PLAN IP Global Macro Fund B1	ZAE000177606	19.95	55.332	+1.41%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	7.37	-	-
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	6.13	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	4.81	95.19	-0.27%
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	4.49	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Sell	Buy
Technical Indicators	Strong Sell	Sell	Neutral
Summary	Strong Sell	Sell	Neutral

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