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 ?

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

DYN

Piet Viljoen's RE:CM merged into Counterpoint in 2020.

Distributions Info (in cents)
Q3 of 2023 4.27
Q2 of 2023 8.36
Q1 of 2023 2.90
See Also
Long Beach Managed Fund
Autus Balanced Fund
Nedgroup Investments Managed Fund
Prescient Balanced Fund
Anchor Diversified Growth Fund
Asset Allocation Analysis
Fund Management
Management Company
Oasis Crescent
Management Company
Asset Manager
Oasis
Asset Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.