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Mi-plan Ip Balanced Fund B2 (0P0000JZ93)

Johannesburg

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28.000 +0.110 +0.40%

23/12 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000116299

Asset Class: Equity

Morningstar Rating:
Total Assets: 164.36M

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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	9.540	9.590	0.050
Shares	55.060	55.060	0.000
Bonds	33.230	33.230	0.000
Convertible	0.010	0.010	0.000
Other	2.160	2.160	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.078	12.558
Price to Book	2.740	1.818
Price to Sales	1.739	1.384
Price to Cash Flow	6.142	6.534
Dividend Yield	3.041	3.574
5 Years Earnings Growth	11.926	11.603

Sector Allocation

Name	Net %	Category Average
Financial Services	25.870	22.491
Consumer Cyclical	13.450	10.750
Healthcare	12.130	6.729
Basic Materials	11.200	13.197
Communication Services	10.000	12.247
Technology	8.800	9.397
Industrials	8.560	5.781
Consumer Defensive	6.500	9.151
Real Estate	2.630	8.184
Energy	0.850	2.237
Utilities	0.010	1.111

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 50

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
MI-PLAN IP Global Macro Fund B1	ZAE000177606	17.94	58.525	+1.07%
MI-PLAN IP Sarasin EquiSar Feeder Fund B2	ZAE000119590	8.70	53.475	+1.77%
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	8.24	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	4.92	-	-
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	4.31	-	-
REPUBLIC OF SOUTH AFRICA 31/01/25 2%	ZAG000096587	4.20	-	-
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	3.38	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	3.14	95.79	-0.10%
Naspers	ZAE000325783	2.85	427,500	-0.37%
Clicks	ZAE000134854	2.75	37,957	-0.69%

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	2.63B	14.11	13.41	16.04
MI PLAN IP Global Macro Fund B5	2.63B	13.12	12.24	14.95

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MI-PLAN IP Inflat.	28.000	+0.110	+0.40%