Weekend Argus (Saturday Edition) - - PERSONALFINANCE -

Oasis was the lead­ing man­ager of off­shore funds among the man­agers that are reg­is­tered with the Fi­nan­cial Ser­vices Board (FSB) to mar­ket for­eign­domi­ciled funds to South Africans, the PlexCrown sur­vey of man­age­ment com­pa­nies to June 30 shows.

Oasis achieved an over­all aver­age PlexCrown rat­ing of 4.750 out of a max­i­mum of five PlexCrowns for the three off­shore funds it man­ages.

Oasis’s three off­shore funds are domi­ciled in Ire­land, and two of them, the Cres­cent Global Eq­uity Fund and the Cres­cent Global Prop­erty Fund, each ob­tained five PlexCrowns. Its Global Fund ob­tained four PlexCrowns.

The Cres­cent Global Prop­erty Fund gave Oasis first place among its peers in the off­shore real es­tate sec­tor, while the rat­ings of the Cres­cent Global Eq­uity Fund and the Global Fund gave it third place among its peers in the global eq­uity sec­tor.

Mo­men­tum was placed sec­ond among the off­shore man­agers of FSBreg­is­tered funds, with an over­all aver­age score of four PlexCrowns.

Mo­men­tum had three qual­i­fy­ing off­shore funds. Its Global Man­aged Fund achieved five PlexCrowns and gave Mo­men­tum sec­ond place for the man­age­ment of global as­set al­lo­ca­tion flex­i­ble funds.

Alexan­der Forbes Strate­gic and Or­bis, Al­lan Gray’s off­shore sis­ter com­pany, shared third place in the off­shore man­ager rank­ings, with an over­all aver­age rat­ing of 3.750 PlexCrowns each. Both in­vest­ment houses had four qual­i­fy­ing off­shore funds, and among th­ese, each had one fund that achieved five PlexCrowns.

The Strate­gic Global Ag­gres­sive Fund gave Alexan­der Forbes first place in the global as­set al­lo­ca­tion as­set flex­i­ble sec­tor, while the SICAV Asia Ex-Ja­pan Eq­uity Fund gave Or­bis first place in the Far East eq­uity gen­eral sec­tor.

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