MiPlan Inflation + 7 Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R395 R 17 4.3037%
Number of Accounts (Mar 2019)
64 1 1.562%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 158 R 155
    Local    R 155    R 152
    Foreign    R 4    R 3
Cash Instr. R 125 R 147
    Local    R 113    R 123
    Foreign    R 13    R 24
Property R 5 R 5
On FoF R 107 R 71
Fund Investment Aims, Objective and/or Universe
The fund will follow an aggressive investment approach with its primary objective being to obtain a return of at least CPI Plus 7% 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 7 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 + 7 Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Gryphon Money Market Fund
Sygnia Top 40 Index Tracker Fund
Sygnia Growth Equity Fund
PrivateClient Medium Equity Fund
Afena Equity Fund
Novare Worldwide Flexible Fund Of Funds
Investec Diversified Income Fund
Bateleur Flexible Fund
Oasis Crescent Balanced Progressive Fund Of Funds
Absa Absolute Fund
GCI Balanced Fund Of Funds
Personal Trust SA Equity Fund
Nedgroup Investments Mining & Resources Fund
Hollard Strategic Assertive Fund Of Funds
Anchor Managed Fund
Absa Tactical Income Fund
Momentum Target Stable Growth Fund Of Funds
PSG Money Market Fund
Old Mutual Top 40 Fund