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Oasis Crescent Balanced Stable Fund of Funds - Tax Free

SUMMARY INFORMATION


Sector: South African Multi Asset-Low Equity
Type: Low - Medium  Equity
Launch Date: 1 April 2010
Minimum Monthly Investment: R 2,750
Minimum Lump Sum Investment: R 33,000
Custodian: Standard Bank of South Africa Ltd.
Benchmark: CPI Rate


PORTFOLIO MANAGER

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

The Oasis Balanced Stable Fund of Funds provides investors with the opportunity to invest in an actively managed prudential portfolio that comprises of various asset classes, including listed equities, property, bonds and money market instruments. This allows for significant diversification and may be held by a retirement fund as it is managed in accordance with Regulation 28 of the Pension Funds Act 24 of 1956.

The portfolio will seek to derive medium to long-term capital appreciation (from the rising value of assets) and a relatively small stream of income (from rentals and interest-bearing instruments). The exposure to equity instruments is relatively moderate and is consistent with the low equity fund classification.

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