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Oasis Crescent Balanced Stable Fund of Funds
SUMMARY INFORMATION
 
Sector: South African Multi Asset - Low Equity
Type: Prudential Low Equity
Launch Date: 1 April 2010
Minimum Monthly Investment: R 500
Minimum Lump Sum Investment: R 2,000
Custodian: Standard Bank of South Africa Ltd.
Benchmark: CPI Rate


PORTFOLIO MANAGER

Adam Ebrahim B.Soc.Sc. (Hons), CA (SA), CFA

The Oasis Crescent Balanced Stable Fund of Funds is an asset allocation prudential portfolio. The primary objective is to provide moderate capital appreciation, and the secondary objective is to provide moderate income growth based on a selection of underlying investments that comply with ethical and moral considerations. To achieve this objective, the portfolio is well diversified by asset class in accordance with existing prudential investment regulations.

The portfolio’s equity exposure is between 30% and 40% in commensurate with that typically displayed by a south african multi asset in accordance with the ASISA standard for fund class for South African regulated collective low equity portfolios. The Oasis Crescent Balanced Stable Fund of Funds is a Shari’ah compliant fund. This Fund is managed in accordance with Regulation 28 of the Pension Funds Act 24 of 1956.

 

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