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| Oasis Balanced Fund Fact Sheet MDD |
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Oasis Balanced Fund Fact Sheet MDD
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| High | Avg. | Low |
| R 7.91 | R 7.68 | R 7.33 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Mar 2001 |
24 years ago |
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| Oasis Balanced Fund Unit Prices |
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The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 4.27 |
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| Q2 of 2023 | 8.36 |
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| Q1 of 2023 | 2.90 |
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| Asset Allocation Analysis |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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