MiPlan Inflation + 3 Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R95 R 7 7.3684%
Number of Accounts (Mar 2019)
35 1 2.857%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 16 R 16
    Local    R 16    R 15
    Foreign    R 1    R 1
Cash Instr. R 57 R 53
    Local    R 55    R 50
    Foreign    R 2    R 2
Property R 0 R 1
On FoF R 21 R 19
Fund Investment Aims, Objective and/or Universe
The fund will follow a conservative investment approach with its primary objective being to obtain a return of at least CPI Plus 3% per annum over a rolling three-year period.

The investment manager will aim to achieve a return of at least CPI over rolling 12 month periods.The Mi-Plan IP Inflation Plus 3 Fund is a risk-managed balanced fund comprising a range of domestic and foreign asset classes.The fund also forms part of Mi-Plan s range of risk-controlled funds in a time-based process designed to integrate the fund construction or asset allocation framework with our proprietary financial planning software called MI-PLAN.
Read MiPlan Inflation + 3 Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Satrix Index Fund
Alex Forbes Investments Strategic Global Balanced Feeder Fund
Prudential Global Cautious Managed Fund Of Funds
Marriott International Growth Feeder Fund
Noble PP Balanced Fund Of Funds
MiPlan Inflation + 7 Fund
Corion Growth Fund
Quattro Worldwide Flexible Fund Of Funds
Dotport Flexible Fund Of Funds
Roxburgh Balanced Fund Of Funds
Cadiz Money Market Fund
Noble PP Wealth Creator Fund Of Funds
Novare Wealth Accumulator Fund Of Funds
Satrix RAFI 40 Index Fund
Discovery Global Balanced Fund Of Funds
Assetbase CPI + 6% Fund Of Funds
GCI Stable Fund Of Funds
BCI Best Blend Balanced Fund
Noble PP Flexible Fund
Satrix SWIX Top 40 ETF
ABOUT ©2012-2021 NGCSOFT DISCLAIMER