| NGCSOFT Funds |
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| The Home of SA's RE:CM , CoreShares , PSG and many more Unit Trusts |
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Fact Sheet
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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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| Fund Size (ZAR Mil) |
| R98 |
R3 |
3.1578% |
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0% |
| R0.0000 |
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| Asset Allocation as of Jun 2019 (ZAR Mil) |
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Jun 2019 |
Move |
%Move |
| EQUITIES | R 17 | R 1 | 6.25% |
| Domestic | R 16 | R 0 | 0% |
| Foreign | R 1 | R 0 | 2% |
| Income Instr. | R 59 | R 2 | 3.5087% |
| Domestic | R 57 | R 2 | 3.6363% |
| Foreign | R 2 | R 0 | 0% |
| REAL ESTATE | R 0 | R 0 | 0% |
| FUND OF FUNDS | R 21 | R 0 | 0% |
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