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Oasis Asset Management Ltd www.oasiscrescent.com
Company details
FAIS requirements
FAIS FSP registration number: 603 Switchboard: +27 21 413 7860 Fax number: +27 21 413 7900 General email: Clients@za.oasiscrescent.com Website: www.oasiscrescent.com Address: Oasis House, 96 Upper Roodebloem Road, University Estate, Cape Town, 7925 Oasis Asset Management Ltd., PO Box 1217, Cape Town, South Africa, 8000 Compliance officer name: Nazeem Ebrahim +27 21 413 7860
Who is your FAIS complaints officer? Nazeem Ebrahim Please provide the link to the complaints policy on your website: Complaints policies are available from the compliance department on request.
Investment philosophy Oasis Asset Management Ltd strives to provide unrivalled world-class financial services to its clients and is responsible for every aspect of collective investment schemes, property management, retail retirement funds, institutional investment funds and linked investment insurance policies. The products offered are designed to protect clients’ assets through the application of a low volatility fund management philosophy. This ideology seeks to preserve the capital of investors during downward market movements to facilitate higher levels of growth over the complete investment cycle. The application of this philosophy is epitomised in the focused management of financial assets through the utilisation of proven stock selection skills that leverage off a meticulous research process to provide superior returns at lower than market risk.
Ownership What is the ownership structure of the company? The company is 100% owned by Oasis Group Holdings (Pty) Ltd Who are the directors of the company? Mohamed Shaheen Ebrahim, Adam Ebrahim; Nazeem Ebrahim, Roshin Ebrahim (Non Executive Director) Do staff and management have an interest in ownership? Please provide the percentage held by staff and management: Oasis staff incentive scheme is based on profit participation rather than ownership interest. This has resulted in a high staff retention rate over the last five years
History When was the company established? 1997-01 List of mergers that have taken place since being established: No mergers have taken place since the establishment of the company
B-BBEE credentials Are you B-BBEE accredited? Yes What is your B-BBEE status? Level 1 By whom have you been accredited? SAB & T Date of accreditation: 2016-09-02
GIPS Are you GIPS compliant? Yes Are you GIPS verified? Yes
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By whom have you been verified? SAB & T Date of verification: 2016-01-01 – 2016-12-31 Expiry date of verification: 2017-12-31
Investment mandates What are your total assets under management? R15.4 billion Please detail the mandates you currently manage and the size of each of these mandates: Institutional: Not disclosed Retail: Not disclosed Life: Not disclosed Other: Not disclosed
Key investment personnel Size of Investment Team: 23 Adam Ebrahim Chief Investment Officer CA(SA), CFA 33 years’ industry experience 19 years with firm Mohamed Shaheen Ebrahim Strategist AltX Dip WBS 43 years’ industry experience 19 years with firm Nazeem Ebrahim Strategist B. Soc.Sci & B. Proc 35 years’ industry experience 19 years with firm Micheal Swingler Ebrahim Senior Analyst CA(SA), CFA 22 years’ industry experience 19 years with firm Hassan Motala Senior Analyst CA (SA), CFA 18 years’ industry experience 15 years with the firm