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| Oasis Balanced Fund Fact Sheet MDD |
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Oasis Balanced Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Mar 2001 |
25 years ago |
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| Oasis Balanced Fund Unit Prices |
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In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 4.27 |
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| Q2 of 2023 | 8.36 |
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| Q1 of 2023 | 2.90 |
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| Asset Allocation Analysis |
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| Oasis Crescent |
| Management Company |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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