INVESTING FOR YOUR
TOMORROW, TODAY
WEALTH MANAGEMENT
We endeavour to provide unrivalled financial products and services to satisfy the needs of our clients. All our innovative products are designed to satisfy stringent regulatory requirements and our unique a low volatility fund management philosophy seeks to preserve the capital of investors during downward market movements, while we simultaneously strive to grow the real wealth of investors when financial markets are providing favourable returns.
DAILY FUND PRICES
PRODUCTS
Domestic Investment
Funds
Oasis offers a comprehensive range of regulated investment funds designed to meet the needs of socially responsible and ethical investors. These funds are managed by a qualified and experienced investment team who ensure that the management process applied to each of these funds adheres to the Oasis investment philosophy.
The Oasis funds offer simplicity, cost efficiency, flexibility, and transparency to investors. They are designed to satisfy the aims and objectives of an investor seeking income and/or capital growth through diversification across the Equity, Property and Income asset classes.
Retirement
Products
Pension planning and saving in a tax efficient manner remain important in ensuring a comfortable retirement. A personal pension product offers tax relief on your contribution at your marginal rate of tax. The basic rate taxpayer receives the relief at source, while a higher rate taxpayer and an additional rate taxpayer can reclaim further tax relief through their self-assessment when contributing to a personal pension product.
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The changing working landscape has resulted in more individuals changing employment. As a result, the preservation of one’s retirement savings is crucial to ensuring a comfortable retirement.
OUR MISSION
Protect and Grow the Real Wealth of our Investors over the Medium to Long Term
The Oasis Group is an independent organisation that is driven by its internal stakeholders, dedicated management and multi-skilled staff. The organisation operates through offices that are located in Cape Town, Johannesburg and Durban, which include South Africa and the United Kingdom.
All of our products utilise a consistent investment philosophy that is epitomised by the focused management of financial assets through the utilisation of proven stock selection skills that leverage off a meticulous research process.
TIMELINE
