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Mi-plan Ip Balanced Fund B2 (0P0000JZ93)

Johannesburg

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28.709 +0.097 +0.34%

10/07 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000116299

Asset Class: Equity

Morningstar Rating:
Total Assets: 154.16M

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0P0000JZ93 Holdings

Comprehensive information about top holdings and Key Holding Information for the MI-PLAN IP Inflation Plus 5 Fund B2 (0P0000JZ93) fund. Our MI-PLAN IP Inflation Plus 5 Fund B2 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	12.460	12.480	0.020
Shares	53.730	53.730	0.000
Bonds	26.880	26.880	0.000
Other	6.920	6.920	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.733	12.450
Price to Book	2.506	1.810
Price to Sales	1.669	1.387
Price to Cash Flow	10.781	8.769
Dividend Yield	3.320	3.587
5 Years Earnings Growth	9.505	10.417

Sector Allocation

Name	Net %	Category Average
Financial Services	28.500	22.825
Consumer Cyclical	19.820	12.426
Basic Materials	10.100	12.590
Healthcare	9.870	6.089
Industrials	8.160	5.739
Technology	7.690	9.635
Consumer Defensive	7.460	9.458
Communication Services	5.120	11.157
Real Estate	2.620	8.157
Energy	0.520	2.065
Utilities	0.150	1.120

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 49

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
MI-PLAN IP Global Macro Fund B1	ZAE000177606	15.49	59.058	+0.15%
NewGold	ZAE000060067	6.92	55,735	+2.22%
MI-PLAN IP Sarasin EquiSar Feeder Fund B2	ZAE000119590	6.87	53.737	+0.59%
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	5.33	-	-
South Africa 8.875 28-Feb-2035	ZAG000125972	4.58	93.830	-0.59%
Nedbank Call Zar	-	3.61	-	-
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	3.55	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	3.42	98.45	-0.13%
Naspers	ZAE000325783	3.38	550,600	+0.93%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	2.95	-	-

Top Equity Funds by MiPlan Proprietary Limited

Name	Total Assets	YTD%	3Y%	10Y%
SouthChester IP Optimum Income B	2.74B	7.60	6.52	-
SouthChester IP Optimum Income A	2.74B	7.48	6.32	-
MI-PLAN IP Global Macro Fund B6	2.69B	-1.06	16.40	-
MI PLAN IP Global Macro Fund B1	2.66B	-2.73	18.67	14.55
MI PLAN IP Global Macro Fund B5	2.66B	-3.14	17.45	13.45

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