Oasis General Equity Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R476 R 72 15.126%
Number of Accounts (Mar 2019)
778 17 2.185%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 446 R 383
    Local    R 440    R 377
    Foreign    R 6    R 6
Cash Instr. R - R 5
    Local    R -    R 5
    Foreign    R 0    R 0
Property R 2 R 2
On FoF R 34 R 16
Fund Investment Aims, Objective and/or Universe
The Oasis General Equity Fund invests in equities that are listed on the stock exchange in South Africa.It seeks to provide long-term growth, while providing a level of volatility that is lower than its peers.

The fund is actively managed and relies on the detailed independent analysis of the Oasis research team that seek to identify a well-diversi ed selection of undervalued equity instruments that will provide consistent earnings growth in the near future.In most cases, equity instruments provide the highest potential return over the long-term.However, the higher rates of long-term return may be associated with higher volatility (particularly over the short-term).The investment policy of Oasis is largely focused on avoiding investments that erode capital, while providing exposure to those assets that will grow over time.
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