Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
MI-PLAN IP Global AI Opportunity Fund  |  Global-Equity-General
37.8074    +0.1958    (+0.521%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


PPEB2 B2-Class Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.22% 1032.20 1005.41
6 Mnths* -1.21% 987.90 1021.99
1 Year 6.79% 1067.90 1027.25
3 Years 21.60% 1798.00 1046.20
5 Years 12.57% 1808.00
10 Years 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.82% 309.75 301.53
6 Mnths* 1.23% 604.34 562.87
1 Year 6.51% 1243.19 1087.05
3 Years 15.59% 4612.54 3283.09
5 Years 13.85% 8683.97 5681.83
10 Years 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     MI-PLAN IP Global AI Opportunity Fund - B2 Class       Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised