Oasis Crescent Global Variable Balanced Fund
SUMMARY INFORMATION
Type: Variable Balanced Fund
Fund Launch Date: 12 September 2014
Minimum Initial Investment: GBP 5,000
Minimum Additional Investment: GBP 1,000
Benchmark: UK CPI
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 Fund is to achieve real growth of capital and income for investors (net of fees) over ten year rolling periods in excess of the Consumer Price Index (“CPI”) rate of the OECD countries + 0.7%.
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 from a GBP-denominated investment fund, and who are prepared to accept a moderate/medium level of volatility.
Fund Description
The Oasis Crescent Variable Fund seeks to provide investors with capital growth and income over the medium to long term. The Fund is invested in a broadly diversified and balanced mixture of global securities that are listed on various international exchanges. The Fund is Shari’ah compliant.