Oasis Balanced Fund Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Oasis Balanced Fund Fact Sheet MDD
Fund Objectives

Monthly Prices
Fund Information
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
Fund Information
Launch Date
Mar 2001 25 years ago
Fund Benchmark
Cpi + 2%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 533 Mil.


Oasis Balanced Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.

Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

Distributions Info (in cents)
Q3 of 2023 4.27
Q2 of 2023 8.36
Q1 of 2023 2.90
See Also
Ninety One Managed Fund
Aylett Balanced Fund
Rebalance Balanced Fof
Foord Balanced Fund
Affinity Growth Fund
Asset Allocation Analysis
Fund Management
Management Company
Oasis Crescent
Management Company
Asset Manager
Oasis
Asset Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.