Oasis Crescent Global Medium Equity Fund
SRI Style:
Faith Based
SDR Labelling:
-
Product:
OEIC
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
14/12/2020
Last Amended:
Dialshifter (
):
Fund Size:
£23.30m
(as at: 31/12/2024)
ISIN:
GB00BLD0VB17, GB00BLD0V993
Sustainable, Responsible
&/or ESG Overview:
No response when requested update from manager (March 2024)
Primary fund last amended:
Information directly from fund manager.
Fund Filters
Intended Clients & Product Options
Find funds that have attributes that commonly suit the aims of investors of faith - although they may not be specifically marketed as being only for religious investors. Strategies vary (as do investor aims). Read fund literature for further information.
Sustainable, Responsible &/or ESG Policy:
Objective
The objective of the Oasis Crescent Global Medium Equity Fund is to achieve real growth of capital and income for investors (net of fees) over rolling ten year periods in excess of the Consumer Price Index (“CPI”) rate of the OECD countries + 0.5%. The fund seeks to achieve medium to the long-term growth of capital and income by investing in a broadly diversified and balanced mixture of global securities that are ethically, morally and Shari’ah compliant.
Typical Investor Profile
The Fund is suitable for investors seeking moderate/medium capital and income appreciation over a recommended minimum period of not less than ten (10) years and who are prepared to accept a moderate/medium level of volatility.
Fund Description
The Oasis Crescent Global Medium Equity Fund is a specialist, worldwide asset allocation portfolio. The range of investments will be allocated in the Equity, Property and Income asset classes.
(Source: Oasis website, as at January 2025)
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
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|---|---|---|---|---|---|---|---|---|
Oasis Crescent Global Medium Equity Fund |
Faith Based | - | OEIC | Global | Equity | 14/12/2020 | ||
|
Fund Size: £23.30m (as at: 31/12/2024) ISIN: GB00BLD0VB17, GB00BLD0V993 |
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Sustainable, Responsible &/or ESG OverviewNo response when requested update from manager (March 2024) |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Fund FiltersIntended Clients & Product Options
Faith friendly
Find funds that have attributes that commonly suit the aims of investors of faith - although they may not be specifically marketed as being only for religious investors. Strategies vary (as do investor aims). Read fund literature for further information. Sustainable, Responsible &/or ESG Policy:Objective The objective of the Oasis Crescent Global Medium Equity Fund is to achieve real growth of capital and income for investors (net of fees) over rolling ten year periods in excess of the Consumer Price Index (“CPI”) rate of the OECD countries + 0.5%. The fund seeks to achieve medium to the long-term growth of capital and income by investing in a broadly diversified and balanced mixture of global securities that are ethically, morally and Shari’ah compliant.
Typical Investor Profile The Fund is suitable for investors seeking moderate/medium capital and income appreciation over a recommended minimum period of not less than ten (10) years and who are prepared to accept a moderate/medium level of volatility.
Fund Description The Oasis Crescent Global Medium Equity Fund is a specialist, worldwide asset allocation portfolio. The range of investments will be allocated in the Equity, Property and Income asset classes. (Source: Oasis website, as at January 2025)
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