|
| Oasis Balanced Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Oasis Balanced Fund Fact Sheet MDD
|
|---|
|
|
| High | Avg. | Low |
| R 7.91 | R 7.68 | R 7.33 |
|
| 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 |
|
| Launch Date |
|---|
| Mar 2001 |
24 years ago |
|
| Oasis Balanced Fund Unit Prices |
|---|
|
|
|
|
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
|
|
| Distributions Info (in cents) |
|---|
| Q3 of 2023 | 4.27 |
|---|
| Q2 of 2023 | 8.36 |
|---|
| Q1 of 2023 | 2.90 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|