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 10 Years.
Rowan Williams Short, as the manager of the MiPlan IP Enhanced Income Fund has achieved Top Quartile rankings over all periods, as illustrated below, while at the same time having one of the lower modified durations in the Fund’s sector. This consistency in success has greatly rewarded investors and the Fund is the current Raging Bull award winner.
Source FE Analytics 31 August 2023
The MiPlan IP Global Macro Fund and its manager Tony Bell have won Raging Bull Awards in 2016, 2017, 2018, 2019, 2020, 2021 & 2022 in the sector. The Global Equity markets have been extreme volatile and its very pleasing to see the Fund holding its top quartile position over both the longer and short periods as illustrated below.
At MiPlan, we seek to appoint best in class asset managers for each of our funds, striving to match the manager’s unique abilities to a fund mandate that is suited to their skill.
The above achievements are therefore very satisfying for MiPlan and all our clients – and our thanks and appreciation go to Tony Bell and Rowan Williams-Short for consistently managing these funds with flair.