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.
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