The objectives of the MI-PLAN CPI funds are to achieve CPI plus 3, 5 and 7 over a 3, 5, and 7 year rolling period respectively. The manager will focus on targeting shortfall risk or taking the least amount risk to achieve these goals over their respective periods.

View Target Return Fact Sheet

View CPI 3 Fact Sheet

View CPI 5 Fact Sheet

View CPI 7 Fact Sheet

The objective of the MI-PLAN IP Enhanced Income fund is to outperform the Short Term Fixed Interest Composite benchmark. The flexibility of the mandate allows the manager to position the portfolio to reflect his view on the fixed interest environment without being constrained.
Click here to read Fixed Interest - Enhanced Income Fund .

The objective of the MI-PLAN IP Sarasin Equisar Global Equity fund is to outperform global equity markets (MSCI benchmark). A thematic approach is applied to the stock selection process to identify themes that drive the global economy, and select companies that are best placed to take advantage of these trends.
Click here to read Global Equity - Sarasin Equisar Fund .

The objective of the MI-Plan IP Beta Equity fund is to consistently outperform the average of all SA General Equity funds. The fund has demonstrated how the benefits of capturing the average active alpha at a low cost helps to optimise building an equity portfolio with other alpha funds.
Click here to read South African Equity - Beta Fund .