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 ?

The JSE allowed listings and trading of the Actively Managed ETF in 2023.

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry

Distributions Info (in cents)
Q3 of 2023 4.27
Q2 of 2023 8.36
Q1 of 2023 2.90
See Also
Momentum Target 7 FOF
Southern Charter Growth FOF
Camissa Balanced Fund
Fnb Growth FOF
Rezco Value Trend 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.