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