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Mi-plan Ip Balanced Fund B2 (0P0000JZ93)

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

Mi-plan Ip Balanced Fund B2 Overview

 
Find basic information about the Mi-plan Ip Balanced Fund B2 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 0P0000JZ93 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000116299)
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Rating
1-Year Change10.9%
Prev. Close27.888
Risk Rating
TTM Yield4.33%
ROE23.15%
IssuerIP Management Company
TurnoverN/A
ROA8.48%
Inception DateApr 01, 2008
Total Assets164.36M
Expenses0.87%
Min. Investment10,000
Market Cap797.23B
CategoryZAR/NAD Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1148 1041 1174 1301 1528 2020
Fund Return 14.76% 4.06% 17.39% 9.16% 8.85% 7.28%
Place in category 46 54 27 229 297 144
% in Category 9 11 6 53 77 62

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 2.63B 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 Rating Total Assets YTD% 3Y% 10Y%
  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
  Investec Opportunity Fund I 84.74B 9.46 9.62 9.02

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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