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Mi-plan Ip Balanced Fund B2 (0P0000JZ93)

Johannesburg

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29.208 +0.002 +0.01%

22/08 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000116299

Asset Class: Equity

Morningstar Rating:
Total Assets: 155.02M

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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	9.140	9.370	0.230
Shares	56.240	56.240	0.000
Bonds	29.070	29.070	0.000
Other	5.560	5.560	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.718	12.654
Price to Book	2.760	1.834
Price to Sales	1.830	1.402
Price to Cash Flow	10.478	8.595
Dividend Yield	2.916	3.551
5 Years Earnings Growth	8.642	10.192

Sector Allocation

Name	Net %	Category Average
Financial Services	24.380	22.635
Consumer Cyclical	20.990	12.817
Basic Materials	13.020	12.962
Healthcare	9.610	5.958
Consumer Defensive	8.640	9.411
Industrials	8.000	5.684
Technology	6.380	9.868
Communication Services	5.730	10.717
Real Estate	2.560	8.084
Energy	0.640	2.060
Utilities	0.040	1.130

Region Allocation

North America
Latin 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	16.38	59.056	-0.67%
MI-PLAN IP Sarasin EquiSar Feeder Fund B2	ZAE000119590	7.18	52.500	-1.80%
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	5.83	-	-
NewGold	ZAE000060067	5.16	54,840	+0.00%
South Africa 8.875 28-Feb-2035	ZAG000125972	4.99	95.696	0.00%
Naspers	ZAE000325783	4.21	593,311	0.00%
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	3.88	-	-
Nedbank Call Zar	-	3.66	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	3.65	99.84	0.00%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	3.19	-	-

Top Equity Funds by MiPlan Proprietary Limited

Name	Total Assets	YTD%	3Y%	10Y%
SouthChester IP Optimum Income B	1.42B	7.60	6.52	-
SouthChester IP Optimum Income A	436.68M	7.48	6.32	-
MI PLAN IP Global Macro Fund B1	2.65B	2.91	19.84	14.44
MI PLAN IP Global Macro Fund B5	2.65B	2.30	18.60	13.34
MI-PLAN IP Global Macro Fund B6	2.65B	-1.06	16.40	-

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