15.96 /
0.5%
32.0823
NAV (ZAR) on 2024/09/13
| NAV (ZAR) on 2024/09/12 |
31.9227 |
| 52 week high on 2024/08/27 |
32.7676 |
| 52 week low on 2023/11/01 |
27.0278 |
| Total Expense Ratio on 2024/06/30 |
0.66 |
| Total Expense Ratio (performance fee) on |
0 |
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.
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The objective of the MIPLAN IP Beta Equity Fund is to consistently deliver returns comparable to the average return generated by asset managers participating in the General Equity Sector of the Unit Trust Industry. The Mi-Plan IP Beta Equity Fund utilises Vunani Fund Managers' proprietary benchmark technology to derive an industry related portfolio that seeks to deliver returns similar to those obtained by investing in the average portfolio of managers classified under the General Equity Unit Trust sector. This product is suitable for investors seeking low cost and low relative performance risk to South African equity, or as a portfolio building block within the framework of any multi-manager fund that seeks to capture Beta returns on a portion or core of its portfolio at low cost. The benefits of this strategy are reduced benchmark relative risk, cost control and increased focus on the alpha generating managers.
