Oasis Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 7.81    R -.10
   -1.26%
High Avg. Low
R 7.91 R 7.68 R 7.33
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 24 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 ?

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
See Also
Aylett Balanced Fund
Wealthworks Managed FOF
Old Mutual Multi-Managers Agressive Balanced FOF
Sasfin Prudential Fund
Momentum Target 7 FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.