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Oasis Crescent International Balanced Low Equity Feeder Fund

SUMMARY INFORMATION


Sector: Global Multi Asset Low Equity Portfolio
Type: International Feeder Fund
Fund Launch Date: 15 June 2016
Minimum Monthly Investment: R 500
Minimum Lump Sum Investment: R 2,000
Custodian: Standard Bank of South Africa Ltd.
Benchmark: CPI Rate of OECD Countries


PORTFOLIO MANAGER

 
Adam Ebrahim B.Soc.Sc. (Hons), CA (SA), CFA

The investment objective of the Oasis Crescent International Balanced Low Equity Feeder Fund is to provide medium to long-term growth in a jurisdiction other than its country of origin and to invest in securities that are Shari’ah compliant. The Oasis Crescent International Balanced Low Equity Feeder Fund will consist of capital and income solely of participatory interest in a single portfolio of a global offshore balanced portfolio, namely the Oasis Crescent Global Low Equity Fund, (a fund of Oasis Crescent Global Investment Funds (UK) ICVC), which is Shari’ah compliant.

The scheme portfolio will include participatory interests, or other forms of participation in a single collective investment scheme portfolio. Where the aforementioned scheme is operated in a territory other than South Africa, participatory interests or any other form of participation in these schemes will be included only where the regulatory environment is, to the satisfaction of the manager and the trustee, of a sufficient standard to provide investor protection at least equivalent to that in South Africa.

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