Oasis Crescent Global Low Equity Balanced Fund
SUMMARY INFORMATION
Type: Low Equity Balanced Fund
Fund Launch Date: 6 April 2011
Minimum Lump Sum Investment: USD 5,000
Minimum Additional Investment: USD 1,000
Benchmark: OECD Inflation
For Detailed Information regarding the Fund and its Charges please refer to the USD Fund Fact Document.
PORTFOLIO MANAGER
Adam Ebrahim B.Soc.Sc. (Hons), CA (SA), CFA
The objective of the Oasis Crescent Global Low Equity Fund is to achieve real growth of capital and income for investors (net of fees) over rolling ten-year periods in excess of the Consumer Price Index (“CPI”) rate of the OECD countries. The fund seeks to achieve medium to the long-term growth of capital and income by investing in a broadly diversified and balanced mixture of global securities that are ethically, morally and Shari’ah compliant.
Typical Investor Profile
The Fund is suitable for investors seeking moderately low capital and income appreciation over a recommended minimum period of not less than ten (10) years and who are prepared to accept a moderately low level of volatility.
Fund Description
The Oasis Crescent Global Low Equity Fund is a specialist, worldwide asset allocation portfolio. The range of investments will be allocated in the Equity, Property and Income asset classes.