MI-PLAN IP Sarasin Equisar Feeder Fund (B5) - PSFB5 - Click a Unit Trust

Click a Unit Trust

JUMP TO: Fund objective Fund data Allocations List shares

48.77 / 0.97%

50.3351

NAV (ZAR) on 2024/11/14

NAV (ZAR) on 2024/11/13	49.8474
52 week high on 2024/06/06	50.3976
52 week low on 2023/11/16	42.5759
Total Expense Ratio on 2024/06/30	1.67
Total Expense Ratio (performance fee) on	0

	NAV	Incl Dividends
1 month change	2.05%	2.05%
3 month change	4.54%	4.54%
6 month change	3.94%	3.94%
1 year change	16.48%	16.48%
5 year change	9.92%	9.92%
10 year change	10.96%	10.96%
Price data is updated once a day. Unit trust and ETF performances for periods greater than 12 months are annualised.

COMPARE INSTRUMENTS

Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.

Currently there is no data on shares being held by this fund. Use our tool to find another fund.

The free version only lists 5 shares. Subscribe to see the full list.

SUBSCRIBE NOW

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.