Oasis General Equity Fund
SUMMARY INFORMATION
Sector: South African Equity - General
Type: General Equity
Fund Launch Date: 28 September 2001
Minimum Monthly Investment: R 500
Minimum Lump Sum Investment: R 2,000
Custodian: Standard Bank of South Africa Ltd.
Benchmark: Average South African Equity General
PORTFOLIO MANAGER
Adam Ebrahim B.Soc.Sc. (Hons), CA (SA), CFA
The Oasis General Equity Fund invests in 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.
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 (particularly over the short-term). The investment policy of Oasis is largely focused on avoiding investments that erode capital, while providing exposure to those assets that will grow over time.