Earlier this week, President Trump announced a broad range of tariffs across nearly 184 countries. These exceeded market expectations by quite a margin, leading to a sharp sell-off in key equity market sectors around the world. Bond yields in the US fell sharply, indicating slower growth expectations, while the dollar weakened. Chart 1: Global Equity…
Investors in both the MiPlan IP Enhanced Income and MiPlan IP Enhanced Income Retention Funds are advised that: The management of the Funds will, with effect from 13th March 2025, be managed solely by Vunani Fund Managers. The names of the Funds are to change to the Vunani IP Enhanced Income Fund and the Vunani…
If you have invested this past decade in the global equity markets, you will have benefited significantly and improved the value of your investment portfolio. MiPlan and its investment manager, Tony Bell, the CIO of ThinkCell, were recognized for their performance by earning the following awards in the 2025 Global Multi Asset Flexible sector. What…
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…
The Mi-Plan IP Global Macro Fund recently reached its 10th Anniversary. What better way to celebrate with our investors than to announce that the fund is in the 1st quartile over every single period, since inception. It has also performed better than its competitors in its sector over the whole 10-year period. Source FE…
