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Mi-plan Ip Beta Equity Fund B2 (0P0000IR5Y)

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32.971 +0.130    +0.40%
24/12 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000116414 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 161.32M
MI-PLAN IP Beta Equity Fund B2 32.971 +0.130 +0.40%

0P0000IR5Y Overview

 
Find basic information about the Mi-plan Ip Beta Equity 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 0P0000IR5Y MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.79%
Prev. Close32.839
Risk Rating
TTM Yield3.20%
ROE13.87%
IssuerN/A
TurnoverN/A
ROA4.66%
Inception DateApr 01, 2008
Total Assets161.32M
Expenses0.66%
Min. Investment10,000
Market Cap237.04B
CategorySouth Africa & Namibia Equity
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Mi-plan Ip Beta Equity Fund B2 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1139 1028 1166 1334 1718 2043
Fund Return 13.94% 2.8% 16.55% 10.09% 11.44% 7.4%
Place in category 416 326 347 350 329 172
% in Category 46 37 39 45 50 49

Top Equity Funds by IP Management Company

  Name Rating 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 South Africa & Namibia Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Equity Fund A 46.22B 11.85 12.49 8.17
  Allan Gray Equity Fund C 46.22B 11.88 12.60 8.30
  Allan Gray Equity Fund X 46.22B 12.58 13.80 -
  Prudential Core Value Fund F 39.37B 10.60 9.41 -
  Prudential Core Value Fund B 39.37B 11.78 10.67 8.17

Top Holdings

Name ISIN Weight % Last Change %
  Naspers ZAE000325783 6.74 427,500 -0.37%
  FirstRand Ltd ZAE000066304 5.00 7,760 +0.58%
  Standard Bank Grp ZAE000109815 4.40 22,548 +0.05%
  Satrix S&P 500 Feeder ZAE000246641 4.07 11,716 +1.16%
  Prosus NL0013654783 3.63 38.90 -0.97%

Technical Summary

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