NGCSOFT Funds
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Fact Sheet

FUND OBJECTIVES
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.
FUND TECHNICALS
Fund Sector
SA – Multi Asset – Low Equity
Fund Size (ZAR Mil)
R98 R3 3.1578%
No. Of Accounts
35 0 0%
FUND NAV PRICES

0%
R0.0000
Plot Image
Asset Allocation as of Jun 2019 (ZAR Mil)
Sector 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%