Oasis Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Mar 2001 25 years ago
Fund Benchmark
Cpi + 2%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 533 Mil.


Oasis Balanced Fund Unit Prices
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
Did You Know ?

DYN

In 2020, Asset Protection international (API) ceased operating retail unit trusts.

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

Distributions Info (in cents)
Q3 of 2023 4.27
Q2 of 2023 8.36
Q1 of 2023 2.90
See Also
Obsidian Balanced Fund
Rezco Value Trend Fund
Red Oak Balanced Fund
Nedgroup Investments Balanced Fund
SIM Multi Managed Growth FOF
Asset Allocation Analysis
Fund Management
Management Company
Oasis Crescent
Management Company
Asset Manager
Oasis
Asset Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.