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

Johannesburg

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39.545 +0.170 +0.43%

23/12 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: IP Management Company

ISIN: ZAE000116372

Asset Class: Equity

Morningstar Rating:
Total Assets: 309.21M

General
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0P0000JZ9E Holdings

Comprehensive information about top holdings and Key Holding Information for the MI-PLAN IP Inflation Plus 7 Fund B5 (0P0000JZ9E) fund. Our MI-PLAN IP Inflation Plus 7 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	5.250	5.310	0.060
Stocks	74.010	74.010	0.000
Bonds	18.780	18.780	0.000
Other	1.950	1.950	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.713	12.563
Price to Book	2.569	1.820
Price to Sales	1.532	1.386
Price to Cash Flow	6.113	6.536
Dividend Yield	3.300	3.571
5 Years Earnings Growth	11.964	11.631

Sector Allocation

Name	Net %	Category Average
Financial Services	25.920	22.467
Basic Materials	12.650	13.253
Healthcare	12.270	6.737
Consumer Cyclical	11.960	10.751
Communication Services	10.110	12.238
Industrials	8.330	5.764
Technology	7.820	9.404
Consumer Defensive	5.490	9.137
Real Estate	4.240	8.181
Energy	0.730	2.232
Utilities	0.470	1.113

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 54

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
MI-PLAN IP Global Macro Fund B1	ZAE000177606	17.99	58.525	+1.07%
MI-PLAN IP Sarasin EquiSar Feeder Fund B2	ZAE000119590	13.65	53.475	+1.77%
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	4.55	-	-
Naspers	ZAE000325783	3.75	427,500	-0.37%
Bidvest Group Ltd	ZAE000117321	3.42	27,400	+0.74%
Clicks	ZAE000134854	3.39	37,957	-0.69%
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	3.01	-	-
Standard Bank Grp	ZAE000109815	2.97	22,548	+0.05%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	2.75	-	-
BHP Group Ltd	AU000000BHP4	2.48	39.680	-0.13%

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	2.58B	14.11	13.41	16.04
MI PLAN IP Global Macro Fund B5	2.58B	13.12	12.24	14.95

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MI-PLAN IP Inflat.	39.545	+0.170	+0.43%