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MiPlan Unit Trust Investors | Amalgamation of IP Management Company funds to BCIBallot Letter | Proposed investment amalgamation of IP Management Company funds to BCI

2025 Industry Awards in the
Global Multi Asset Flexible sector

Raging Bull awards:
Best 3-year straight performance
Best 5-year risk-adjusted performance

Profile Data awards:
3-year performance award
5-year risk- adjusted award

Fund Hub awards:
5-year performance award
10-year performance award

THE ART OF
CRITICAL THINKING

is key to managing
future wealth
Read more

THE ART OF
CRITICAL THINKING

ensures consistent
investment returns
Read more

Citywire 2022 Awards
MiPlan WINNER

Best Fund House -
Bond & Flexible Mixed
Assets 2022

THE ART OF
CRITICAL THINKING

enables optimal fund
performance
Read more
2025 Industry Awards in the
Global Multi Asset Flexible sector

Raging Bull awards:
Best 3-year straight performance
Best 5-year risk-adjusted performance

Profile Data awards:
3-year performance award
5-year risk- adjusted award

Fund Hub awards:
5-year performance award
10-year performance award

THE ART OF
CRITICAL THINKING

is the foundation for
managing risk
Read more

Citywire 2022 Awards
MiPlan WINNER

Best Fund House -
Bond & Flexible Mixed
Assets 2022

Invest with MI-PLAN

» Choosing a Fund

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Copyright 2021 Mi-Plan (Pty) Ltd Registration No 2008/001568/07. Mi-Plan is an authorised Financial Service Provider No. 9383 | By continuing on this site you agree to our Disclosures

Why should I invest now?

The fund allows investors to get exposure to foreign markets while investing in Rands. However, the South African Reserve Bank limits collective investment scheme providers to invest no more than 40% of their retail assets under management in offshore markets. This may result in the fund closing for new investments in the future.

How do I contact Mi-Plan about the fund?

You can call us on 021 657 5960 or email info@miplan.co.za.

How good is the performance?

1 Year
Annualised
Return 2 Year
Annualised
Return 3 Year
Annualised
Return 4 Year
Annualised
Return 5 Year
Annualised
Return

Value Rank Value Rank Value Rank Value Rank Value Rank

Mi-Plan IP Global Macro B5 9.44 1/34 15.00 1/31 10.49 1/29 16.43 1/27 16.81 1/24

1 Year
Annualised
Return 2 Year
Annualised
Return 3 Year
Annualised
Return

Value Rank Value Rank Value Rank

Mi-Plan IP Global
Macro B5 9.44 1/34 15.00 1/31 10.49 1/29

4 Year
Annualised
Return 5 Year
Annualised
Return

Value Rank Value Rank

Mi-Plan IP Global
Macro B5 16.43 1/27 16.81 1/24

Source: Financial Express 31 October 2018

* Returns are annualised if period is longer than 12 months. Annualised returns is the weighted average compound growth rate over the performance period measured.Fund returns shown are based on NAV-NAV unit pricings calculated from INET for a lump-sum investment with income distribution reinvested (after fees and cost).

For updated figures, please review the factsheet. http://zamiplanwordpress.azurewebsites.net/choosing-a-fund/#miplan-global-macro-fund

Where can I get a factsheet or a minimum disclosure document?

The factsheet can be obtained from the Mi-Plan website at: http://zamiplanwordpress.azurewebsites.net/choosing-a-fund/#miplan-global-macro-fund .

What are the fees?

The annual management fee of the fund is 1%. For more details regarding the fees of this fund, please view the factsheet: https://www.miplan.co.za/choosing-a-fund/#miplan-global-macro-fund.

Can I invest in Rands or must I apply for foreign exchange allowance?

Yes, you can invest in Rands even though the investments in the fund are made on offshore markets.

How can I access the fund?

The Mi-Plan IP Global Macro Fund is available on the ABSA Investment Management Services, Allan Gray, Glacier, Investec, Momentum and, Stanlib platforms. Furthermore, to invest directly, follow the link: http://zamiplanwordpress.azurewebsites.net/choosing-a-fund/#miplan-global-macro-fund

The Mi-Plan IP Global Macro Fund has a minimum investment requirement of a R10 000 lump sum or a minimum monthly payment of R500.

Who is MiPlan?

MiPlan exists to create and preserve wealth through the application of critical thinking. Established in 2006, we assist our clients to manage their money to achieve their desired outcomes through understanding their future income objectives and then creating and managing the wealth required to meet those plans.

For more information about MiPlan visit: www.mi-plan.co.za

Who is the fund manager?

Tony Bell – Having started out as an accountant, Tony moved to Southern Life Asset Management and soon became assistant General Manager of Investments. His move to Syfrets Managed Assets created the opportunity for Tony to become Chief Investment Officer at Nedcor Investment Bank. As CIO of PeregrineQuant and more recently Vunani Fund Managers Tony brings a wealth of experience especially in running the overall asset allocation of the fund. His MBA thesis “Portfolio Management – an Alternative Approach” which was awarded with distinction reflects Tony’s interest in understanding how the macro environment affects markets and asset class returns.

How does the manager select its stock?

There are several factors that need to be considered before investing in a stock, but the primary reason why the stocks are selected is based on earnings growth vectors. The fund manager will pick a stock if its future change in earnings growth is an attractive investment. Asset allocation and stock selection vary according to the manager’s macroeconomic view and the attractiveness of each asset class.

Is the fund always fully invested?

No. The benefit of a flexible fund is that the fund manager does not have to invest 100% of the fund in equity if the manager feels other asset classes are more suitable.

What does the fund invest in?

The Mi-Plan IP Global Macro Fund is a Multi Asset flexible fund, investing primarily in foreign markets and can invest in equity, fixed interest and cash. The objective of this portfolio is to achieve capital appreciation over the medium to long term. There will be no limitations on the relative exposure of the portfolio to any asset class.