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Mi-plan Ip Balanced Fund B5 (0P0000JZ98)

Johannesburg

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27.981 +0.110 +0.40%

23/12 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 164.36M

Type: Fund

Market: South Africa

ISIN: ZAE000116463

Asset Class: Equity

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0P0000JZ98 Overview

Find basic information about the Mi-plan Ip Balanced Fund B5 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 0P0000JZ98 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 Change10.89%

Prev. Close27.869

Risk Rating

TTM Yield4.17%

ROE23.15%

IssuerN/A

TurnoverN/A

ROA8.48%

Inception DateApr 01, 2008

Total Assets164.36M

Expenses1.04%

Min. Investment10,000

Market Cap797.23B

CategoryZAR/NAD Moderate Allocation

What is your sentiment on MI-PLAN IP Inflation Plus 5 Fund B5?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1146	1040	1172	1294	1514	1985
Fund Return	14.58%	4.02%	17.19%	8.96%	8.65%	7.1%
Place in category	57	62	35	263	319	162
% in Category	11	13	7	60	82	72

Top Equity Funds by IP Management Company

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

Top Funds for ZAR/NAD Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Investec Opportunity Fund C	84.74B	7.96	8.00	7.35
Investec Opportunity Fund Z	84.74B	10.79	10.86	10.22
Investec Opportunity Fund B	84.74B	8.82	8.94	8.34
Investec Opportunity Fund A	84.74B	8.82	8.94	8.34
Investec Opportunity Fund H	84.74B	9.28	9.43	8.83

Top Holdings

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	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MI-PLAN IP Inflat.	27.981	+0.110	+0.40%