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MI-PLAN IP Sarasin Equisar Feeder Fund Summary Fact Sheet
Global--Equity--General
 
Technical Overview
Formation Date: 7 Jul 2008
Holdings: n/a
Original Price: n/a
Pricing System: Forward
 
Price (B5 - Class)
 
Management
Tony Bell, BCom (Hons), MBA
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 Managersí 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.
 
Ranking
Sector: Global-Equity-General
Fund Size: R92 288 661 (as at 31 Dec 2019)
Sector Rank: 17 out of 71
(lump sum over 1 years to 31 Jan 2020)
Overall Rank: 33 out of 1289
(lump sum over 1 years to 31 Jan 2020)
R1000 invested on 31 Jan 2019 was worth R1 338.89 on 31 Jan 2020 (33.89% annual compound return)
R100 per month since 31 Jan 2019 was worth R1 366.41 on 31 Jan 2020 (23.78% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
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.
 
Latest Fund Manager Comment / News
The objective of the MiPlan IP SARASIN EQUISAR FEEDER FUND is to offer investors the  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Dec 2019
Share No Units Value (Rm) % of Fund
O-SAREQUD 156 999 88.72 96.13%
Totals   88.72 96.13%
 
Comparative Performance
 
Portfolio Structure as at 31 Dec 2019
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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