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Home / Articles Posted by Mark (Page 2)

All posts by Mark

How to add an Individual Client in Mi-Gateway.

If you would like to add an Individual Client to Mi-Gateway then please follow these instructions: Select Add Client on the client page. Select Individual. Provide information for all groups. Please note that in order to save an Individual Client you will have to have a minimum of an Email, First Name, Last Name and ID number….

MiPlan wins a Manager of the Year Raging Bull award – and the MiPlan IP Global Macro Fund win its 3rd consecutive Raging Bull

MiPlan along with Allan Gray (1st)  and PSG (2nd)  were awarded the Managers of the Year awards for 2018, recognising “the unit trust managers with the most impressive performance across their family of funds over 5 years to December 31 2018 and taking into account performance, risk management and consistency, based on the highest average…

Mi-Plan Global Macro

Click here for the interactive advertisement. What does the fund invest in?  The MI-PLAN IP GLOBAL MACRO FUND is a Multi Asset flexible fund, investing primarily in foreign markets and can invest in equity, fixed interest and cash. The objective of this portfolio is to achieve capital appreciation over the medium to long term. There…

Mi-Plan Application Change Log for v10.0.552.0

This version was released on the 29th October 2018. It contains the following changes: A new fact sheet has been added “Mi-Plan IP global AI Opportunity Fund”. The Investment Summary Report has been updated to include Capital Value in the “Real Cash Flow Table”. Ad Hoc contributions are no longer dependent on the Anniversary Month….

MiPlan Wins Raging Bull Award Again

  MiPlan IP Global Macro makes the most of Global opportunities – Again and Again Individual stock picks and sound asset allocation earned the MiPlan IP Global Macro Fund this year’s Raging Bull Award for the top performer in the Global Multi Asset Flexible Sector. This is the second year in a row that the fund has…

How to Fix the Mi-Plan Application Freeze on start up due to missing Financial Data

If you come across a problem whereby the Mi-Plan application freezes when you start it then please follow these instructions for an easy fix. You may see one of two errors. Either the frozen splash screen (freezes on “Reading Financial Data”): Or the error box like this: Please complete the following to fix this: Go…

Steinhoff update : Miplan range of funds : No exposure to Steinhoff debt & Limited Exposure to Steinhoff International (SNH)

Investors in the MiPlan range of Unit Trust funds will be relieved to hear that our funds held no exposure to Steinhoff debt and limited exposure to Steinhoff International (SNH). The largest exposure on 5th December by any MiPlan fund in Steinhoff International (SNH) was a holding of 1.85% of assets in the MiPlan Beta…

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