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Oasis Balanced Stable Fund of Funds
SUMMARY INFORMATION
Sector: South African Multi Asset - Low Equity
Type: Prudential Low Equity
Launch Date: 30 April 2004
Minimum Monthly Investment: R 500
Minimum Lump Sum Investment: R 2,000
Custodian: Standard Bank of South Africa Ltd.
Benchmark: CPI Rate + 1%
PORTFOLIO MANAGER
Adam Ebrahim B.Soc.Sc. (Hons), CA (SA), CFA
The Oasis Balanced Stable Fund of Funds is a specialist, asset allocation prudential portfolio. The primary objective is to provide long term capital appreciation and the secondary objective is to provide income based on a selection of underlying investments. To achieve this objective, the portfolio will be well diversified by asset class in accordance with the existing prudential investment regulation. The portfolio will have a low equity exposure commensurate with that typically displayed by a multi asset low equity portfolio in accordance with the ASISA Fund Classification Standard for South African Regulated Collective Investment Portfolios.