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MI-PLAN IP Global Macro Fund | Global-Multi Asset-Flexible

56.3069 -1.5845 (-2.737%)
NAV price (ZAR) Fri 4 Apr 2025 (change prev day)

Performance

Income and Performance

Risk Profile

MGMF B5-Class Performance Charts

3 months performance chart

6 months performance chart

1 year performance chart

3 years performance chart

Fund Benchmark

Performance Overview

R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-0.13%	998.70	1021.89
6 Mnths*	7.77%	1077.70	1021.01
1 Year	6.86%	1068.60	1032.46
3 Years	17.95%	1640.90	1054.98
5 Years	12.83%	1829.00	1053.02
10 Years	14.29%	3804.20	1052.20

R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-0.13%	998.70	1021.89
6 Mnths*	7.77%	1077.70	1021.01
1 Year	6.86%	1068.60	1032.46
3 Years	17.95%	1640.90	1054.98
5 Years	12.83%	1829.00
10 Years	14.29%	3804.20	1052.20

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-1.12%	297.77	274.90
6 Mnths*	1.17%	604.10	536.41
1 Year	6.89%	1245.76	1062.27
3 Years	15.52%	4606.66	3274.06
5 Years	13.22%	8531.83	5688.03
10 Years	13.16%	24899.89	12392.61

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-1.12%	297.77	274.90
6 Mnths*	1.17%	604.10	536.41
1 Year	6.89%	1245.76	1062.27
3 Years	15.52%	4606.66	3274.06
5 Years	13.22%	8531.83	5688.03
10 Years	13.16%	24899.89	12392.61

* Periods shorter than 12 months are not annualised.

Discrete Rolling Performance

MI-PLAN IP Global Macro Fund - B5 Class Sector

Quartile Ranking Data

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

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