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Mi-plan Ip Balanced Plus Fund B5 (0P0000JZ9E)

Johannesburg

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40.247 -0.064 -0.16%

19/05 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000116372

Asset Class: Equity

Morningstar Rating:
Total Assets: 304.49M

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0P0000JZ9E Holdings

Comprehensive information about top holdings and Key Holding Information for the MI-PLAN IP Inflation Plus 7 Fund B5 (0P0000JZ9E) fund. Our MI-PLAN IP Inflation Plus 7 Fund B5 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	8.760	8.770	0.010
Shares	71.550	71.550	0.000
Bonds	14.640	14.640	0.000
Other	5.050	5.050	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.281	12.330
Price to Book	2.301	1.792
Price to Sales	1.391	1.373
Price to Cash Flow	10.017	8.742
Dividend Yield	3.553	3.607
5 Years Earnings Growth	9.462	10.521

Sector Allocation

Name	Net %	Category Average
Financial Services	28.210	22.924
Consumer Cyclical	18.380	11.728
Basic Materials	11.330	12.656
Healthcare	10.030	6.156
Industrials	8.010	5.710
Technology	6.870	9.540
Consumer Defensive	6.560	9.346
Communication Services	5.650	11.874
Real Estate	4.280	8.208
Energy	0.360	2.086
Utilities	0.320	1.115

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 54

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
MI-PLAN IP Global Macro Fund B1	ZAE000177606	14.27	57.460	+0.25%
MI-PLAN IP Sarasin EquiSar Feeder Fund B2	ZAE000119590	11.40	52.880	+0.25%
NewGold	ZAE000060067	5.05	54,950	+0.77%
Naspers	ZAE000325783	4.36	522,983	+0.28%
Standard Bank Grp	ZAE000109815	3.16	22,719	+0.09%
South Africa 8.875 28-Feb-2035	ZAG000125972	3.14	90.539	0.00%
Clicks	ZAE000134854	3.12	37,975	+0.69%
Bidvest Group Ltd	ZAE000117321	2.97	23,870	+0.29%
Richemont	CH0210483332	2.96	163.70	-0.85%
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	2.94	-	-

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	2.63B	-1.06	16.40	-
MI PLAN IP Global Macro Fund B1	2.63B	-5.48	16.87	14.64
MI PLAN IP Global Macro Fund B5	2.63B	-5.72	15.66	13.55

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MI-PLAN IP Inflat.	40.247	-0.064	-0.16%
	Invesco S&P 500 H.	29.63	0.00	0.00%