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Oasis Crescent Global Medium Equity Balanced Fund

SUMMARY INFORMATION


Type: Medium Equity Balanced Fund
Fund Launch Date: 29 February 2012
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 Medium 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 + 0.5%. 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 moderate/medium capital and income appreciation over a recommended minimum period of not less than ten (10) years and who are prepared to accept a moderate/medium level of volatility.   
 

Fund Description

 
The Oasis Crescent Global Medium Equity Fund is a specialist, worldwide asset allocation portfolio. The range of investments will be allocated in the Equity, Property and Income asset classes.

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