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| Oasis Balanced Fund Fact Sheet MDD |
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Oasis Balanced Fund Fact Sheet MDD
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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 |
25 years ago |
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| Oasis Balanced Fund Unit Prices |
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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
In 22003, asset manager Coronation listed on the JSE stock exchange.
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
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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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| Oasis Crescent |
| Management Company |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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