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Oasis Crescent Equity Fund

SUMMARY INFORMATION


Sector: South African Equity - General
Type: General Equity
Fund Launch Date: 31 July 1998
Minimum Monthly Investment: R 500
Minimum Lump Sum Investment: R 2,000
Custodian: Standard Bank of South Africa Ltd
Benchmark: Average South African Shari’ah Equity General Portfolio


PORTFOLIO MANAGER
 

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

The Oasis Crescent Equity Fund provides investors with the opportunity to invest in Shari’ah compliant equities that are listed on the stock exchange in South Africa. It seeks to provide long-term growth, while providing a level of volatility that is lower than its peers. The portfolio is actively managed and relies on the detailed independent analysis of the Oasis research team that seek to identify a well-diversified selection of undervalued equity instruments that will provide consistent earnings growth in the near future.

The Oasis Crescent Equity Fund adheres to the ethical investment guidelines of the range of the organisations Shari’ah investment products. In most cases, equity instruments provide the highest potential return over the long-term. However, the higher rates of long-term return may be associated with higher volatility.

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