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Oasis Balanced Unit Trust Fund
SUMMARY INFORMATION

Sector:
South African Multi Asset-High Equity
Type: Prudential Medium Equity
Launch Date: 12 March 2001
Minimum Monthly Investment: R 500
Minimum Lump Sum Investment: R 2,000
Custodian: Standard Bank of South Africa Ltd.
Benchmark: CPI Rate + 2%


PORTFOLIO MANAGER

Adam Ebrahim B.Soc.Sc. (Hons), CA (SA), CFA
The investment objective of the Oasis Balanced Unit Trust Fund is to seek moderate capital appreciation and income growth for investors. To achieve this objective, the portfolio will be well diversified by asset class in accordance with the existing prudential investment regulation. The securities that will normally be included in the portfolio will consist of equity and bond securities listed on recognised stock exchanges and assets in liquid form, all to be acquired at fair market prices.
 
The portfolio may also include participatory interests of other form of participation in collective investment schemes or other similar schemes. Where the aforementioned schemes are operated in territories other than South Africa, participatory interests or any other form of participation in these schemes will be included in the portfolio only where the regulatory environment is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that of South Africa. The portfolio will have a high equity exposure commensurate with that typically displayed by a multi asset high equity portfolio in accordance with the ASISA Fund Classification Standard for South African Regulated Collective Investment Portfolios.


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