Morningstar

FedGroup Income Plus Fund C1 FIPC1

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return ZAR 0.99  /  +0.10 %
  • Fund Size ZAR 1.2B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 0.550%
  • Fee Level: Distribution —
  • Share Class Type —
  • Morningstar Category ZAR Ultra Short-Term Bond
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment —
  • Investment Status Open
  • TTM Yield 7.19%
  • Average Effective Duration —
NAV and 1-Day Return as of

Morningstar’s Analysis FIPC1

Will FIPC1 outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FIPC1’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FIPC1 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FIPC1’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

FedGroup Income Plus C1 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FIPC1

More FIPC1 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prime Managed Yield D

18.09 209M
—

FIRSTRAND BANK LTD 28/02/31 8.8%

4.19 48M
Corporate

FIRSTRAND BANK LTD 20/06/31 9.34%

3.72 43M
Corporate

THE STANDARD BANK OF SOUTH AFRICA LTD 20/12/29 9.38%

3.48 40M
Corporate

THE STANDARD BANK OF SOUTH AFRICA LTD 28/02/31 9%

3.45 40M
Corporate

INVESTEC BANK LTD 20/01/30 8.56%

3.35 39M
Corporate

INVESTEC BANK LTD 20/07/29 8.76%

3.30 38M
Corporate

FIRSTRAND BANK LTD 31/03/32 8.78%

3.15 36M
Corporate

INVESTEC LTD

2.65 31M
Corporate

NEDBANK LTD 20/12/29 9.63%

2.60 30M
Corporate

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