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MI-PLAN IP Inflation Plus 7 Fund (B5) - PEPB5 fund information
Financial information and historical performance for fund MI-PLAN IP Inflation Plus 7 Fund (B5) (PEPB5). See top holdings, performance against peers and sectoral allocations.
Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.
To achieve returns of at least 7% annualised in excess of inflation (CPI) over rolling 5 year periods whilst simultaneously controlling the risk of underperforming CPI over any rolling 12 month period. The Mi-Plan IP Balanced Plus Fund is a risk-managed balanced portfolio comprising a range of domestic and foreign asset classes. The fund also forms part of Mi-Plan's range of risk-controlled portfolios in a time-based process designed to integrate the portfolio construction or asset allocation framework with our proprietary financial planning software called MIPLAN.
