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Mi-plan Ip Global Macro Fund B6 (0P000161IC)

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56.384 +0.590    +1.06%
23/12 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000202271 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.63B
MI-PLAN IP Global Macro Fund B6 56.384 +0.590 +1.06%

0P000161IC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MI-PLAN IP Global Macro Fund B6 (0P000161IC) fund. Our MI-PLAN IP Global Macro Fund B6 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
Shares 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 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 B5 2.63B 13.12 12.24 14.95
  MI PLAN IP Global Macro Fund B1 2.63B 14.11 13.41 16.04
  FG IP Saturn Flexible Fund of B 2.27B 10.56 8.32 6.29
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