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Oasis Crescent Variable Balanced A GBP Acc

Ranked 388 out of 403 in - Balanced GBP over 12 months
All calculations are in USD unless stated

Objective

The Sub-Fund invests worldwide in a broadly diversified and balanced mixture of global securities. The range of investments will be allocated in the asset classes of equity, fixed income debt securities issued by governments and/or companies, property and cash or cash equivalents. The investments may have a particular bias at any given time to either equity securities or to non-equity securities. This Sub-Fund allows the fund manager to make discretionary choices when deciding which investments should be held. The Sub-Fund is Shariah compliant according to the guidelines set by the Investment Managers Shariah Advisory Board. The Sub-Fund may invest in markets which the Investment Manager considers as emerging markets.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Balanced GBP over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 8.7% -0.1% 1.6% 3.4% 3.6%
2016 -10.7% 0.6% -8.6% 2.4% -5.2%
2015 -5.3% -1.7% 3.7% -4.7% -2.5%
2014 -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Singapore
  3. South Africa
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date02/10/2014
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00BQSTHF42

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).