You are currently viewing our desktop site, do you want to download our app instead?
Moneyweb Android App Moneyweb iOS App Moneyweb Mobile Web App

NEW SENS search and JSE share prices

More about the app

-45.44  /  -1.15%

3955.02

NAV on 2021/09/23
NAV on 2021/09/22 4000.46
52 week high on 2021/08/20 4175.02
52 week low on 2020/11/03 3359.84
Total Expense Ratio on 2021/06/30 1.7
Total Expense Ratio (performance fee) on 0
NAV
Incl Dividends
1 month change -5.26% -5.26%
3 month change 4.99% 4.99%
6 month change 5.74% 5.74%
1 year change 11.2% 11.2%
5 year change 13.92% 13.92%
10 year change 16.11% 16.19%
Price data is updated once a day.
Click and drag to zoom in on timeline.
  • Sectoral allocations
Liquid Assets 1.95 1.59%
Offshore 120.77 98.41%
  • Top five holdings
O-SAREQUD 116.21 94.69%
  • Performance against peers
  • Fund data  
Management company:
MI-PLAN (Pty) Ltd.
Formation date:
2008/07/07
ISIN code:
ZAE000119616
Short name:
U-PERSARE
Risk:
Unknown
Sector:
Global--Equity--General
Benchmark:
95% MSCI World Equity Index 5% STeFI
Email
info@mi-plan.co.za

Website
http://www.MI-PLAN.co.za

Telephone
+27-21-671-1650

  • Fund management  
Tony Bell
Tony manages our range of target return, absolute return and managed equity product offerings. He has over 24 years investment experience and was previously the chief investment officer of Syfrets and Nedcor Investment Bank Asset Management (NIBAM). Tony joined the company in 2000 as head of business development, returning to his fund management roots in October 2008.After assuming responsibility for the target return funds, Tony worked with Fernando Durrell to develop a sophisticated asset allocation framework that is able to adjust to a range of different macro environments. This process, together with active stock and bond selection has had a marked impact on the performance of Vunani Fund Managers’ suite of target return funds. Tony has, in addition, worked with Fernando in developing the absolute return offering. Tony holds a Masters degree from the University of Stellenbosch. His thesis explored determinants of the price formation process of equities.


  • Fund manager's comment

2020/02/21 00:00:00
The objective of the MiPlan IP SARASIN EQUISAR FEEDER FUND is to offer investors the opportunity for offshore diversification and exposure to global equity markets. The objective of the underlying fund is to achieve long term capital growth through an internationally diversified portfolio of equities and other instruments.
  • Fund focus and objective  
The objective of the MiPlan IP SARASIN EQUISAR FEEDER FUND is to offer investors the opportunity for offshore diversification and exposure to global equity markets. The objective of the underlying fund is to achieve long term capital growth through an internationally diversified portfolio of equities and other instruments. The fund is suitable for use by investors with a long term investment horizon who are comfortable with shorter term volatility as well as the risk associated with a fund mandated to achieve real long term growth. The Fund aims to achieve capital growth through investment in an internationally diversified portfolio of equities. In recognition of the limitations of geographically determined asset allocations in today's global economy, the Fund's assets are allocated by global themes which track long term worldwide growth trends that are largely independent of any on region or market. The Fund then invests in companies that fit these themes.
INSIDER SUBSCRIPTIONS APP VIDEOS RADIO / LISTEN LIVE SHOP OFFERS WEBINARS NEWSLETTERS TRENDING PORTFOLIO TOOL CPD HUB

Follow us:

Search Articles:
Click a Company: