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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 |
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
1.15%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Quarterly |
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| Launch Date |
| Mar 2001 |
25 years ago |
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| Oasis Balanced Fund Unit Prices |
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In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
DYN
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 4.27 |
| Q2 of 2023 | 8.36 |
| Q1 of 2023 | 2.90 |
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| Asset Allocation Analysis |
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| Oasis Crescent |
| Management Company |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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