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Mi-plan Ip Balanced Plus Fund B5 (0P0000JZ9E)

Johannesburg

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39.520 -0.184 -0.46%

27/03 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 299.79M

Type: Fund

Market: South Africa

Issuer: IP Management Company

ISIN: ZAE000116372

Asset Class: Equity

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0P0000JZ9E Overview

Find basic information about the Mi-plan Ip Balanced Plus 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 0P0000JZ9E 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 Change7.43%

Prev. Close39.703

Risk Rating

TTM Yield3.19%

ROE22.31%

IssuerIP Management Company

TurnoverN/A

ROA7.91%

Inception DateApr 01, 2008

Total Assets299.79M

Expenses1.08%

Min. Investment10,000

Market Cap664.31B

CategoryZAR/NAD Moderate Allocation

What is your sentiment on MI-PLAN IP Inflation Plus 7 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	1009	1011	1127	1302	1539	1968
Fund Return	0.9%	1.09%	12.72%	9.18%	9.01%	7%
Place in category	282	359	279	228	326	151
% in Category	56	76	59	50	82	62

Top Equity Funds by MiPlan Proprietary Limited

Name	Total Assets	YTD%	3Y%	10Y%
SouthChester IP Optimum Income B	1.67B	7.60	6.52	-
SouthChester IP Optimum Income A	456.47M	7.48	6.32	-
MI-PLAN IP Global Macro Fund B6	2.61B	-1.06	16.40	-
MI PLAN IP Global Macro Fund B1	2.61B	-0.89	17.61	15.47
MI PLAN IP Global Macro Fund B5	2.61B	-1.06	16.40	14.37

Top Funds for ZAR/NAD Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Investec Opportunity Fund C	86.79B	2.14	9.79	7.25
Investec Opportunity Fund Z	86.79B	2.66	12.72	10.13
Investec Opportunity Fund B	86.79B	2.26	10.74	8.23
Investec Opportunity Fund J	86.79B	2.49	11.60	8.95
Investec Opportunity Fund G	86.79B	2.39	10.89	8.25

Top Holdings

Name	ISIN	Weight %	Last	Change %
MI-PLAN IP Global Macro Fund B1	ZAE000177606	19.64	57.615	-0.95%
MI-PLAN IP Sarasin EquiSar Feeder Fund B2	ZAE000119590	11.39	51.501	-0.61%
Naspers	ZAE000325783	3.84	460,133	-2.65%
Clicks	ZAE000134854	3.27	33,611	-0.70%
Bidvest Group Ltd	ZAE000117321	3.17	24,209	-0.98%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
MI-PLAN IP Inflat.	39.520	-0.184	-0.46%
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CI Signature High.	10.302	-0.044	-0.42%
Mackenzie Global .	26.780	-0.321	-1.18%
Vanguard Intermed.	59.30	+0.34	+0.58%
AXA World Funds -.	191.400	+1.060	+0.56%