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Mi-plan Ip Global Macro Fund B5 (0P0000YUJ9)

Johannesburg

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57.795 +0.610 +1.06%

23/12 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: IP Management Company

ISIN: ZAE000173514

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.63B

General
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0P0000YUJ9 Holdings

Comprehensive information about top holdings and Key Holding Information for the MI-PLAN IP Global Macro Fund B5 (0P0000YUJ9) fund. Our MI-PLAN IP Global Macro Fund B5 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	9.520	9.590	0.070
Stocks	82.670	82.670	0.000
Bonds	7.780	7.780	0.000
Convertible	0.040	0.040	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.832	12.376
Price to Book	4.180	1.888
Price to Sales	3.270	1.341
Price to Cash Flow	16.871	6.373
Dividend Yield	1.543	3.565
5 Years Earnings Growth	10.468	11.534

Sector Allocation

Name	Net %	Category Average
Technology	19.260	8.357
Financial Services	18.890	22.562
Healthcare	13.870	6.931
Consumer Cyclical	11.260	11.594
Industrials	10.990	5.969
Consumer Defensive	8.360	8.954
Communication Services	7.220	12.428
Basic Materials	5.270	14.211
Energy	2.240	2.363
Real Estate	2.110	8.222
Utilities	0.510	1.026

Region Allocation

North America
Europe Developed
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 60

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
JPMorgan Ultra-Short Income ETF	-	5.49	-	-
iShares Global Government Bond UCITS	IE00B3F81K65	4.24	88.12	-0.10%
NVIDIA	US67066G1040	4.03	140.22	+0.39%
JPMorgan	US46625H1005	4.00	242.31	+1.64%
Microsoft	US5949181045	3.47	439.33	+0.94%
Eli Lilly	US5324571083	3.17	795.67	-0.08%
Apple	US0378331005	2.97	258.20	+1.15%
Amazon.com	US0231351067	2.55	229.05	+1.77%
Anglo American	GB00B1XZS820	2.33	2,381.5	+2.08%
UnitedHealth	US91324P1021	2.08	506.10	-0.05%

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	457.11M	6.26	6.09	-
MI-PLAN IP Global Macro Fund B6	2.6B	18.11	11.87	-
MI PLAN IP Global Macro Fund B1	2.6B	14.11	13.41	16.04
FG IP Saturn Flexible Fund of B	2.26B	10.56	8.32	6.29

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MI-PLAN IP Global.	57.795	+0.610	+1.06%