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Standard & Poors AA Rating: Oasis Global Equity Fund
This Shariah-compliant fund is managed by Oasis Group, the Cape Town-based asset manager, led by Adam Ebrahim CEO and CIO. Ebrahim has a lot of demands on his time, being both the leader of the business and a key member of the investment team, in terms of decision-making and directing and challenging the research conducted by the analyst team.
The portfolio is built bottom-up and will usually show significant biases relative to the Dow Jones Islamic Market index at both the sector and country levels. The manager will however ensure adequate diversification is maintained. The approach may result in periods of short-term relative underperformance in unfavourable markets, however the longer-term record against the Dow Jones Islamic Market index is reasonably good. The fund retains its S&P AA rating.
Standard & Poors AA Rating: Oasis Crescent Global Equity Fund
This Shariah-compliant fund is managed by Oasis Group, the Cape Town-based asset manager, led by Adam Ebrahim CEO and CIO. Ebrahim has a lot of demands on his time, being both the leader of the business and a key member of the investment team, in terms of decision-making and directing and challenging the research conducted by the analyst team.
The portfolio is built bottom-up and will usually show significant biases relative to the Dow Jones Islamic Market index at both the sector and country levels. The manager will however ensure adequate diversification is maintained. The approach may result in periods of short-term relative underperformance in unfavourable markets, however the longer-term record against the Dow Jones Islamic Market index is reasonably good. The fund retains its S&P AA rating.
Oasis Crescent Global Equity Fund Receives Five Star Rating
Ratings service Morningstar increased the Oasis Crescent Global Equity Fund to five stars in December 2008 from four stars. This rewarded Oasis Group Holdings for its investment philosophy of providing superior returns at lower than market risk. Please click here to read more.
Standard & Poors AA Rating: Oasis Crescent Global Equity Fund
The Oasis Crescent Global Equity Fund has a AA rating from Standard & Poor’s for providing superior performance, reduced risk and strict adherence to regulations. This places the Oasis Crescent Global Equity Fund in the top 2% of all world-wide investment funds.
Standard & Poor’s is one of the world’s leading rating agencies and their analysis of the world's leading investment funds includes rigorous qualitative research, analysis and deliberation, to assess the managers on the stability of their parent group, the appropriateness of their investment policies, and the sustainability of their performance.
Standard & Poors AA Rating: Oasis Crescent Global Equity Fund AA Rating
The Oasis Global Equity Fund has a AA rating from Standard & Poor’s for providing superior performance, reduced risk and strict adherence to regulations. This places the Oasis Global Equity Fund in the top 2% of all world-wide investment funds.
Standard & Poor’s is one of the world’s leading rating agencies and their analysis of the world's leading investment funds includes rigorous qualitative research, analysis and deliberation, to assess the managers on the stability of their parent group, the appropriateness of their investment policies, and the sustainability of their performance.
This rating would therefore imply that the Oasis investment process, research skills, team strength and group solidity is of a superior quality.
MorningStar four star rating
The Oasis Crescent Global Equity Fund and the Oasis Global Equity Fund are currently rated by MorningStar as four star funds, which would imply that they are superior global investment products.
Morningstar rates collective investment schemes (mutual funds) from one to five stars based on how well they've performed after adjusting for risk and all sales charges. A four star rating implies that the Oasis Global Equity Fund and the Oasis Crescent Global Equity Fund fall within the top 22.5% of all funds from around the world. The star ratings are recalculated on a monthly basis.
Alexander Forbes Large Manager Watch fund ranking
The Oasis Global Balanced Fund is currently ranked as the number 1 institutional global fund manager over a three year period. This is according to the Alexander Forbes Large Manager Watch which ranks all South African institutional investment fund managers.
This survey also ranks the Oasis Domestic Balanced Fund as the current number 1 domestic fund over a three year risk adjusted ratio. |