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OUR SERVICES OFFERED

Oasis provides a personalised service to all of our retail clients.  A financial needs analysis is performed to determine the financial position, requirements and resources of the client.  In consultation with the client, financial planning is performed with the emphasis on investment and retirement planning.  The advice given is recorded and is in compliance with the requirements of the Financial Advisory and Intermediary Services Act (FAIS) and our consultants are accredited advisors and adhere to the Regulatory requirements, and to the high standards of the Oasis Group in all its services.

 

The consultants are available for personal appointments at the Oasis offices in Cape Town, Johannesburg and Durban.  As a specialised service, we can arrange to meet with you at a venue of your choosing, including after-hours appointments in the comfort of your own home.

Oasis provides Institutional Asset Management Services that are designed to cater for individual client requirements, where segregated investment portfolios are created for each institutional client.

 

These portfolios are managed in accordance with the Oasis low volatility investment philosophy,where we maintain a low error rate in stock selections through the disciplined application of our share selection criteria. This investment strategy provides the impetus for “Superior Returns at Lower than Market Risk.”

 

The company’s Institutional Asset Management clients include several corporations, unions and government organisations that make use of either Shari’ah compliant institutional asset management services or conventional institutional asset management services.

PORTFOLIOS

The investment portfolios of the company include the following conventional portfolios (which are managed by Oasis Asset Management):

  • Global Equity Portfolios (invest exclusively in global equities)

  • Global Medium Equity Balanced Portfolios (invest exclusively in global equities)

  • Global Low Equity Balanced Portfolios (invest exclusively in global equities)

  • Global Property Equity Portfolios (invest exclusively in global property equities)

  • Global Income Fund Portfolios (invest exclusively in global income fund instruments)

  • South African Balanced Domestic Portfolios (invest exclusively in South African capital market instruments)

  • South African Balanced Global Portfolios (invest in South African and global capital market instruments)

  • South African Equity Portfolios (invest exclusively in South African equities)

  • South African Property Equity Portfolios (invest exclusively in South African property equities)

  • South African Fixed Interest Portfolios (invest exclusively in South African fixed interest instruments)

  • South African Money Market Portfolios (invest exclusively in South African money market instruments).

The investment portfolios of the company also include the following Shari’ah portfolios (which are managed by Oasis Crescent Capital):

  • Global Equity Portfolios (invest exclusively in Shari’ah compliant global equities)

  • Global Medium Equity Balanced Portfolios (invest exclusively in global equities)

  • Global Low Equity Balanced Portfolios (invest exclusively in global equities)

  • Global Property Equity Portfolios (invest exclusively in Shari’ah compliant global property equities)

  • South African Balanced Domestic Portfolios (invest exclusively in Shari’ah compliant South African capital market instruments)

  • South African Balanced Global Portfolios (invest in Shari’ah compliant South African and global capital market instruments)

  • South African Equity Portfolios (invest exclusively in Shari’ah compliant South African equities)

  • South African Property Equity Portfolios (invest exclusively in Shari’ah compliant South African property equities).

Oasis provides Asset Management Services to high net worth individuals. These services culminate in the creation of segregated investment portfolios that are designed to cater for individual client requirements.

 

These clients also receive a high degree of access to our team of investment professionals and they are also provided with regular report backs where each individual client’s requirements are reviewed.

 

These investment portfolios of the high net worth individuals are managed in accordance with the Oasis low volatility investment philosophy where we maintain a low error rate in stock selections through the disciplined application of our share selection criteria. This investment strategy provides the impetus for “Superior Returns at Lower than Market Risk.”

INSTITUTIONAL ASSET MANAGEMENT

RETAIL ASSET MANAGEMENT SERVICES

HIGH-NET-WORTH ASSET MANAGEMENT SERVICES

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