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.
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