16 February 2024 This notice updates and replaces the previous notice of 15 February 2024. To: All MiPlan IP Enhanced Income Fund Investors Dear Investor NOTICE TO MIPLAN IP ENHANCED INCOME FUND INVESTORS RE THE SIDEPOCKETING OF CERTAIN NOTES INTO THE NEWLY CREATED MIPLAN IP ENHANCED INCOME RETENTION FUND No action is required,…
RETENTION FUNDS – QUESTIONS AND ANSWERS Purpose of this Q&A This Q&A is provided to help investors understand retention funds, often referred to as “side pocket funds”. If investors have further questions or require additional information, investors are urged to contact their financial advisor, MiPlan or the IPMC Client Services…
Pursuant to the recent Martius and Redink SENS announcements regarding the notes Mar 02B & Mar 03B and Red 706 & Red 707, respectively, MiPlan has been advised by the portfolio manager, Vunani Fund Managers, in consultation with the fund’s trustee, that it would be in the best interest of all investors, that interest on these notes…
Pursuant to the recent Martius and Redink SENS announcements regarding the notes Mar 02B & Mar 03B and Red 706 & Red 707, respectively, MiPlan has been advised by the portfolio manager, Vunani Fund Managers, in consultation with the fund’s trustees, that it would be in the best interest of all investors, that interest on…
MI-PLAN is pleased to introduce Hayley Evans as our new key advisor relationship manager in Johannesburg and Pretoria. Hayley holds a B.BusSci. degree and a Post Grad. Diploma in Financial Planning from UFS. Her WhatsApp and Telephone number is (072) 232 2859 – Same as line previously used by Lyle. E-mail and Teams: hayley@miplan.co.za She looks forward to meeting you and…
Following a successful ballot, the investment policy of certain Mi-Plan IP Inflation Plus funds have changed, effective 24 January 2024. The funds have been renamed. The funds have been renamed as shown in the table below. Previous name New name Mi-Plan IP Inflation Plus 3 Fund MiPlan IP Balanced Defensive Fund Mi-Plan IP Inflation Plus…
In the interests of prudency and treating all customers fairly, the portfolio managers holding the listed note, RED 501, recommended it be written off on the 6th of December 2023. This final write-down will have an immaterial impact on fund performance, namely: MiPlan IP Enhanced Income (0.0227%), MiPlan IP Inflation Plus 7 (0.049%), and MiPlan…
Arguably the most important asset classes for South African investors to have been exposed to over the past 10 years have been SA Fixed Interest and Global Equities. It is therefore very satisfying to report that the MiPlan IP Global Macro and MiPlan IP Enhanced Income Funds have continued to dominate the TOP QUARTILE rankings over the last…
The portfolio managers holding the listed note Red 501 have recommended that the instrument be further revalued on 4 September 2023 in the interests of prudency and treating all customers fairly. This will have an immaterial impact on fund performance, namely: MiPlan IP Enhanced Income (0.0226%), MiPlan IP Inflation Plus 7 (0.044%), and MiPlan IP…
The MiPlan IP Global Macro fund might be a multi-asset strategy, but it compares well against the global equity sector, said Tony Bell, who manages the fund from ThinkCell, a newly registered asset manager. Bell has run the fund since its inception in 2013, initially while working at Vunani Fund Managers. Global Macro, which has assets under management of…
