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MI-PLAN IP Global AI Opportunity Fund | Global-Equity-General

37.4889 -0.0789 (-0.210%)
NAV price (ZAR) Thu 3 Jul 2025 (change prev day)

Performance

Income and Performance

Risk Profile

PPEB2 B2-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*	2.78%	1027.80	1004.53
6 Mnths*	0.69%	1006.90	1021.09
1 Year	6.06%	1060.60	1027.22
3 Years	21.41%	1789.50	1045.89
5 Years	12.83%	1828.90	1054.46
10 Years			1050.38

R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	2.78%	1027.80	1004.53
6 Mnths*	0.69%	1006.90	1021.09
1 Year	6.06%	1060.60	1027.22
3 Years	21.41%	1789.50	1045.89
5 Years	12.83%	1828.90
10 Years			1050.38

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	2.40%	304.82	300.47
6 Mnths*	1.23%	604.32	575.16
1 Year	5.15%	1234.02	1098.36
3 Years	14.46%	4528.16	3284.83
5 Years	13.47%	8592.00	5672.74
10 Years			12317.86

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	2.40%	304.82	300.47
6 Mnths*	1.23%	604.32	575.16
1 Year	5.15%	1234.02	1098.36
3 Years	14.46%	4528.16	3284.83
5 Years	13.47%	8592.00	5672.74
10 Years			12317.86

* Periods shorter than 12 months are not annualised.

Discrete Rolling Performance

MI-PLAN IP Global AI Opportunity Fund - B2 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 has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

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