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Mi-plan Ip Inflation Plus 7 Fund B4 (0P0000JZ9C)

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MI-PLAN IP Inflation Plus 7 Fund B4 historical data, for real-time data please try another search
34.711 +0.130    +0.38%
02/03 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000116364 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 419.45M
MI-PLAN IP Inflation Plus 7 Fund B4 34.711 +0.130 +0.38%

0P0000JZ9C Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MI-PLAN IP Inflation Plus 7 Fund B4 (0P0000JZ9C) fund. Our MI-PLAN IP Inflation Plus 7 Fund B4 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 15.470 15.470 0.000
Shares 53.180 53.180 0.000
Bonds 29.410 29.410 0.000
Other 1.940 1.940 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 9.648 12.320
Price to Book 1.627 1.789
Price to Sales 1.143 1.370
Price to Cash Flow 4.990 8.718
Dividend Yield 6.100 3.604
5 Years Earnings Growth 11.365 10.433

Sector Allocation

Name  Net % Category Average
Basic Materials 23.590 12.644
Financial Services 20.150 22.974
Consumer Cyclical 11.160 12.159
Healthcare 9.230 6.159
Industrials 7.830 5.687
Communication Services 7.280 11.316
Consumer Defensive 6.990 9.374
Real Estate 6.480 8.218
Technology 5.980 9.529
Energy 0.810 2.087
Utilities 0.490 1.127

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 117

Number of short holdings: 1

Name ISIN Weight % Last Change %
  MI-PLAN IP Global Macro Fund B1 ZAE000177606 11.77 57.134 +1.01%
  MI-PLAN IP Sarasin EquiSar Feeder Fund B2 ZAE000119590 9.44 52.299 +0.68%
Nedbank Call Zar - 5.20 - -
  South Africa 8.75 28-Feb-2048 ZAG000096173 3.41 77.800 -0.50%
REPUBLIC OF SOUTH AFRICA 31/01/25 2% ZAG000096587 2.86 - -
  Anglo American GB00B1XZS820 2.74 2,220.0 +2.64%
ABSA BANK LTD 07/12/28 5.5% ZAG000073669 2.12 - -
REPUBLIC OF SOUTH AFRICA 31/12/50 2.5% ZAG000096603 2.05 - -
  BHP Group Ltd AU000000BHP4 2.00 37.780 -1.23%
Naspers Ltd Class N ZAE000015889 1.99 - -

Top Equity Funds by IP Management Company

  Name Rating Total Assets YTD% 3Y% 10Y%
  SouthChester IP Optimum Income B 1.6B 7.60 6.52 -
  SouthChester IP Optimum Income A 454.59M 7.48 6.32 -
  MI-PLAN IP Global Macro Fund B6 2.58B -1.06 16.40 -
  MI PLAN IP Global Macro Fund B1 2.58B -3.60 17.25 14.90
  MI PLAN IP Global Macro Fund B5 2.58B -3.92 16.04 13.81
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