Breaking News
Get 50% Off 0
👀 Ones to watch: The MOST undervalued stocks to buy right now
See Undervalued Stocks
Close

Mi-plan Ip Balanced Fund B2 (0P0000JZ93)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
28.000 +0.110    +0.40%
23/12 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 164.36M
Type:  Fund
Market:  South Africa
Issuer:  IP Management Company
ISIN:  ZAE000116299 
Asset Class:  Equity
MI-PLAN IP Inflation Plus 5 Fund B2 28.000 +0.110 +0.40%

0P0000JZ93 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MI-PLAN IP Inflation Plus 5 Fund B2 (0P0000JZ93) fund. Our MI-PLAN IP Inflation Plus 5 Fund B2 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 9.540 9.590 0.050
Stocks 55.060 55.060 0.000
Bonds 33.230 33.230 0.000
Convertible 0.010 0.010 0.000
Other 2.160 2.160 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.078 12.563
Price to Book 2.740 1.820
Price to Sales 1.739 1.386
Price to Cash Flow 6.142 6.536
Dividend Yield 3.041 3.571
5 Years Earnings Growth 11.926 11.631

Sector Allocation

Name  Net % Category Average
Financial Services 25.870 22.467
Consumer Cyclical 13.450 10.751
Healthcare 12.130 6.737
Basic Materials 11.200 13.253
Communication Services 10.000 12.238
Technology 8.800 9.404
Industrials 8.560 5.764
Consumer Defensive 6.500 9.137
Real Estate 2.630 8.181
Energy 0.850 2.232
Utilities 0.010 1.113

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 50

Number of short holdings: 1

Name ISIN Weight % Last Change %
  MI-PLAN IP Global Macro Fund B1 ZAE000177606 17.94 58.525 +1.07%
  MI-PLAN IP Sarasin EquiSar Feeder Fund B2 ZAE000119590 8.70 53.475 +1.77%
REPUBLIC OF SOUTH AFRICA 31/01/40 9% ZAG000125980 8.24 - -
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25% ZAG000107004 4.92 - -
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875% ZAG000125972 4.31 - -
REPUBLIC OF SOUTH AFRICA 31/01/25 2% ZAG000096587 4.20 - -
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5% ZAG000107012 3.38 - -
  ZAGOVT 8 31-Jan-2030 ZAG000106998 3.14 95.79 -0.10%
  Naspers ZAE000325783 2.85 427,500 -0.37%
  Clicks ZAE000134854 2.75 37,957 -0.69%

Top Equity Funds by IP Management Company

  Name Rating Total Assets YTD% 3Y% 10Y%
  SouthChester IP Optimum Income A 457.26M 6.26 6.09 -
  SouthChester IP Optimum Income B 1.76B 6.36 6.30 -
  MI-PLAN IP Global Macro Fund B6 2.63B 18.11 11.87 -
  MI PLAN IP Global Macro Fund B1 2.58B 14.11 13.41 16.04
  MI PLAN IP Global Macro Fund B5 2.58B 13.12 12.24 14.95
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000JZ93 Comments

Write your thoughts about Mi-plan Ip Balanced Fund B2
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email