TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Oasis Balanced Fund MDD Page Table of Content Fund Objectives Fund Technicals NAV Prices Dividends Management Asset Allocations Fund Activities

The Fund Aims and Objectives

The Technical Details
	Oasis Balanced Fund

Fund Sector
SA – Multi Asset – High Equity

Launch Date
Mar 2001	23 years ago

Fund Benchmark
Cpi + 2%

Fund Maximum Annual Fee *
1.15%-N Y or N indicate if performance fee levied or not. Advisor fee excluded.

Minimum Investments
R2 000/R500 Lump Sum/Debit Order

Distribution Frequency
Quarterly

Fund Risk Rating

1	2	3	4	5	Medium High

NAV Prices Oasis Balanced Fund

Jul 24 R 7.78 ⇑    R 0.06 ⇑    0.78%

High Avg. Low R 7.78 R 7.51 R 7.31

The Dividends Oasis Balanced Fund

Total Distributions Quarterly

The Management Oasis Balanced Fund

Asset Allocations

Fund Size	R 533 Mil.

Fund Activities Oasis Balanced Fund

Did You Know ?
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Oasis Balanced Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Oasis Balanced Fund A unit trust fund managed and admin by Oasis Collective Investments D.Y.K ? SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
SA - MA - I SA - E - G - SA - E - LC - G - MA - F - SA - IB - VT - G - E - G - SA - MA - F - R - MA - F - SA - RE - G - SA - MA - HE -	The Fund Aims and Objectives The Technical Details Oasis Balanced Fund Fund Sector SA – Multi Asset – High Equity Launch Date Mar 2001 23 years ago Fund Benchmark Cpi + 2% Fund Maximum Annual Fee * 1.15%-N Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments R2 000/R500 Lump Sum/Debit Order Distribution Frequency Quarterly Fund Risk Rating 1 2 3 4 5 Medium High Asset Allocations Fund Size R 533 Mil. The Management Oasis Balanced Fund See Also Red Oak Balanced Fund Prescient Balanced Fund Nedgroup Investments Managed Fund Camissa Balanced Fund Stanlib Multi Manager Medium High Equity Fof NAV Prices Oasis Balanced Fund Jul 24 R 7.78 ⇑    R 0.06 ⇑    0.78% High Avg. Low R 7.78 R 7.51 R 7.31 The Dividends Oasis Balanced Fund Total Distributions Quarterly Fund Activities Oasis Balanced Fund Did You Know ? SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix. Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023. While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.	Jul 24 R 7.78 Jun R 7.72 May 24 R 7.58 Apr 24 R 7.48 Mar 24 R 7.52
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