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 ?

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.

Distributions Info (in cents)
Q3 of 2023 4.27
Q2 of 2023 8.36
Q1 of 2023 2.90
See Also
Rezco Value Trend Fund
Oasis Balanced Fund
Brenthurst Balanced FOF
Stanlib Multi Manager Medium High Equity Fof
Nedgroup Investments Balanced Fund
Asset Allocation Analysis
Fund 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.