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Mi-plan Ip Balanced Fund B2 (0P0000JZ93)

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26.319 -0.080    -0.28%
13/06 - Closed. Currency in ZAR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 169.3M
Type:  Fund
Market:  South Africa
Issuer:  IP Management Company
ISIN:  ZAE000116299 
Asset Class:  Equity
MI-PLAN IP Inflation Plus 5 Fund B2 26.319 -0.080 -0.28%

0P0000JZ93 Overview

 
On this page you'll find an in-depth profile of Mi-plan Ip Balanced Fund B2. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZ93 among other information.
Category

ZAR/NAD Moderate Allocation

Total Assets

169.3M

Expenses

0.83%

Inception Date

Apr 01, 2008

Investment Strategy

The portfolio will follow a moderate investment approach with its primary objective being to obtain a return of at least CPI Plus 5% per annum over a rolling three-year period. The investment Manager will aim to achieve a return of at least CPI over rolling 12 month periods. The investment manager will apart from assets in liquid form, invest in equity securities, fixed interest securities and derivatives. The portfolio may also invest in participatory interest in collective investment schemes (excluding participatory interests in collective investment schemes in participation bonds), and any other assets allowed by the Act. The Manager will adhere to prevailing derivative regulations when using derivatives in the portfolio. The allocation between equity securities and fixed interest securities will depend on the investment manager's view of the relative attractiveness of the different asset classes.

Contact Information

Address Newlands, 7700
Cape Town,
South Africa
Phone +27 (0)21 671 1650
Fax +27 (0)86 557 4848

Top Executives

Name Title Since Until
Tony Bell - 2009 Now
Guy Fletcher - 2008 2010
Joe Kainja - 2008 2008
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