Breaking News

Mi-plan Ip Balanced Defensive Fund B2 (0P0000JZ8Z)

Johannesburg

Add to/Remove from a Portfolio Add to Watchlist

23.111 -0.026 -0.11%

19/05 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000116257

Asset Class: Equity

Morningstar Rating:
Total Assets: 50.81M

General
Chart
- Streaming charts
- Interactive Chart
News & Analysis
- Analysis & Comment
Technical
- Technical Analysis
Forum

0P0000JZ8Z Holdings

Comprehensive information about top holdings and Key Holding Information for the MI-PLAN IP Inflation Plus 3 Fund B2 (0P0000JZ8Z) fund. Our MI-PLAN IP Inflation Plus 3 Fund B2 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert

Add to Watchlist

Add to/Remove from a Portfolio

Name	Net %	Long %	Short %
Cash	14.380	14.400	0.020
Shares	42.910	42.910	0.000
Bonds	37.590	37.590	0.000
Other	5.110	5.110	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.173	12.136
Price to Book	2.379	1.632
Price to Sales	1.600	1.617
Price to Cash Flow	10.262	8.906
Dividend Yield	3.303	4.119
5 Years Earnings Growth	10.616	10.246

Sector Allocation

Name	Net %	Category Average
Financial Services	27.890	21.372
Consumer Cyclical	21.330	10.949
Basic Materials	11.100	11.722
Healthcare	9.870	5.581
Industrials	7.500	6.063
Consumer Defensive	7.300	9.290
Technology	6.500	9.026
Communication Services	4.790	10.581
Real Estate	2.880	19.760
Energy	0.660	2.330
Utilities	0.190	1.297

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 46

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
MI-PLAN IP Global Macro Fund B1	ZAE000177606	15.83	57.460	+0.25%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	7.31	-	-
South Africa 8.875 28-Feb-2035	ZAG000125972	6.01	90.539	0.00%
NewGold	ZAE000060067	5.11	54,950	+0.77%
ZAGOVT 8 31-Jan-2030	ZAG000106998	4.81	96.69	-0.01%
Nedbank Call Zar	-	4.43	-	-
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	4.38	-	-
Naspers	ZAE000325783	4.16	523,610	+0.40%
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	4.05	-	-
Clicks	ZAE000134854	2.29	37,957	+0.65%

Top Equity Funds by MiPlan Proprietary Limited

Name	Total Assets	YTD%	3Y%	10Y%
SouthChester IP Optimum Income B	1.47B	7.60	6.52	-
SouthChester IP Optimum Income A	454.7M	7.48	6.32	-
MI-PLAN IP Global Macro Fund B6	2.62B	-1.06	16.40	-
MI PLAN IP Global Macro Fund B1	2.62B	-5.48	16.87	14.64
MI PLAN IP Global Macro Fund B5	2.62B	-5.72	15.66	13.55

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Nigeria's comment guidelines and agree to the terms described.

I Agree

0P0000JZ8Z Comments

Write your thoughts about Mi-plan Ip Balanced Defensive Fund B2

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d72-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d72-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d72-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

NSE 30	4,059.37	+0.00	+0.00%
NSE All Share	109,730.47	+0.00	+0.00%
US 30	42,404.5	-272.7	-0.64%
US 500	5,904.8	-35.7	-0.60%
FTSE 100	8,779.28	-1.84	-0.02%
DAX	23,960.52	-56.78	-0.24%
South Africa Top 40	85,877.73	+596.40	+0.70%

Brent Oil	66.39	+1.01	+1.54%
Crude Oil WTI	63.07	+1.04	+1.68%
Gold	3,313.54	+28.94	+0.88%
Silver	33.350	+0.176	+0.53%
Copper	4.6790	+0.0250	+0.54%
London Cocoa	7,640.00	-12.00	-0.16%
London Wheat	157.70	+3.50	+2.27%

Nigeria 10Y	19.843	+0.000	+0.00%
Nigeria 2Y	27.974	0.00	0.00%
U.K. 10Y	4.8255	+0.1175	+2.50%
Germany 10Y	2.6670	+0.0650	+2.50%
U.S. 10Y	4.542	+0.061	+1.36%
U.S. 5Y	4.116	+0.050	+1.23%
U.S. 2Y	4.000	+0.030	+0.76%

Fidelitybk	18.550	-0.450	-2.37%
Zenith Bank	48.30	+0.25	+0.52%
UBA	34.85	+0.35	+1.01%
First HoldCo	25.20	+0.40	+1.61%
Guaranty Trust Holding	69.25	-0.05	-0.07%
Sterling Bank	6.000	-0.030	-0.50%
Dangote Cement	425.10	-14.90	-3.39%

Recent Quotes

	Name	Price	Chg.	Chg. %
	MI-PLAN IP Inflat.	23.111	-0.026	-0.11%
	CX Patrimoni Plus.	139.92	+0.05	+0.03%