News Update SA Edition 10 - 2016 - Oasis Oasis SA Edition 10_2016_… · News Update Adam Ebrahim...
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News Update Adam Ebrahim - Oasis CEO Your Oasis Your Oasis Oasis Funds are long term investments. The value of investments may go down as well as up and past performance is not necessarily a guide to future performance. A schedule of fees and charges and maximum commissions is available from the administration company on request. Commission and incentives may be paid and if so, would be included in the overall costs. Fluctuations or movements in exchange rates may cause the value of underlying international investments to go up or down. All information and opinions provided are of a general nature and the document contains no implied or express recommendation, guidance, advice or proposal that the product is appropriate to the investment objectives, financial situation or needs of any particular individual or entity. No warranty as to the accuracy, correctness or completeness of the information and opinions contained herein is provided. Oasis Asset Management Ltd., Oasis Crescent Capital (Pty) Ltd., Oasis Crescent Wealth (Pty) Ltd. and Oasis Crescent Advisory Services (Pty) Ltd. are Authorised Financial Services Providers. Oasis Crescent Retirement Solutions (Pty) Ltd., Oasis Crescent Management Company Ltd., Oasis Crescent Property Fund Managers Ltd. and Oasis Crescent Insurance Ltd. are the Administrators and are authorised by the Financial Services Board as such. Oasis Crescent Global Low Equity Balanced Fund was recognised as Mixed Asset Fund of the Year by Global Fund Awards, 2016. This awards was allocated in August 2016. Full details and the basis of the award is available from the Manager. www.oasiscrescent.com | 021 413 7860 | 0860 100 786 Introduction SA Edition 10 - 2016 The world is changing fast, as new technologies impact consumer spending patterns, demanding new skill sets and dramatically altering the way in which information flows through the global economy. In areas as diverse as retail stores, taxi services, accommodation, manufacturing, healthcare, and information technology, the ‘new economy’ has made its presence inescapably felt. There are several ways in which society benefits from new technologies. For example, to the extent that productivity and efficiencies rise, price inflation will in many cases decline, making the world richer on average. Consumers across the developed world have gained from extremely slow price inflation in the retail sector over the last two years, and in some cases prices have even fallen, as online retail sales have been supported by increasing broadband internet penetration, which has heightened competition within the sector. Besides the clear benefit that new technologies bring to the average consumer, they can also present risks. As entrenched industries are disrupted, existing business models are forced to adapt. Where they fail to do so, society may undergo a transitional period in which jobs are lost at a rate which is faster than new job creation. The period of aggressive globalisation between the 1980s and today serves as a useful example in this respect. The emergence of China as an economic powerhouse over this period saw global GDP rise at a remarkable rate, driven by massive productivity gains in Asia and other developing regions. However, the era of globalisation has not been without costs. In the US, where the manufacturing sector has been negatively impacted by new competition, real median wages remained stagnant for over two decades, while the share of wealth owned by the richest 1% increased from under 25% to over 40%. Inequality of this nature can cause a range of societal tensions, and can have an especially clear negative impact on the long run potential growth rate of any economy. As such, policymakers should continue to exercise caution in managing our transition into a highly integrated, technology-driven world. The emergence of radically alternative and populist political voices, to some extent, is a reflection of past failures in this regard. These should be dealt with decisively, by ensuring that governments the world over are sensitive to the changing needs of our society, and that we all benefit from the productivity gains which are on offer. As private citizens, we should also do what we can to protect ourselves from disruptive innovations, in order to draw maximum value from new technologies. Remaining as debt-free as possible, while saving a portion of our income on a consistent basis, is certainly a sound way to ensure personal financial security in the event of unexpected periods of unemployment. The diversification of income streams between wages, property income, business income, and investment income can ensure that your lifestyle is maintained even through extended periods of economic uncertainty. We at Oasis are dedicated to ensuring that our clients benefit from a sustainable source of investment income, while positioning their wealth for superior long term real returns. Our funds are well placed to benefit from secular changes in the global economic landscape, including disruptive technologies which are impacting our way of life. Across our range of specialist equity, property and income funds, as well as our balanced fund offering, Oasis clients will benefit from exposure to some of the most profitable and promising retail, healthcare, logistics, and technology companies in the world, with a level of diversification which ensures that your wealth is sufficiently protected from the risk of innovation. On the 1st of October, Trustees of the Oasis Crescent Fund Trust handed over a cheque to PMT Sunni School, based in Pretoria, in order for the school to purchase much needed textbooks for their learners. Attending the handover was Deputy Principal, Mr. Nazir Dawood, who said the school was very grateful for the funds as it allowed them to focus their own resources in other developmental areas at the school. With the onset of the Islamic New Year, we take this opportunity to wish all our Muslim Investors a Blessed, Peaceful and Prosperous 1438. Over the month of October we also celebrate the 15th Anniversary of the Oasis Crescent Preservation Pension Fund, which was launched to provide real protection of investors’ retirement savings during life changing events. You can also tune in to the Oasis Crescent YouTube Channel to view the profile of this Fund during the course of October. In the News A word on financial matters Source: Saez, E. & Zucman, G., 2015. Wealth Inequality in the United States since 1913: Evidence from Capitalized Income Tax Data. NBER. Mr. Nazir Dawood recieves a donatation on behalf of the PMT Sunni School The Management & Staff of Oasis wish you and your family a blessed Muharram 1438
Transcript of News Update SA Edition 10 - 2016 - Oasis Oasis SA Edition 10_2016_… · News Update Adam Ebrahim...
News Update
Adam Ebrahim - Oasis CEO
Your OasisYour Oasis
Oasis Funds are long term investments. The value of investments may go down as well as up and past performance is not necessarily a guide to future performance. A schedule of fees and charges and maximum commissions is available from the administration company on request. Commission and incentives may be paid and if so, would be included in the overall costs. Fluctuations or movements in exchange rates may cause the value of underlying international investments to go up or down. All information and opinions provided are of a general nature and the document contains no implied or express recommendation, guidance, advice or proposal that the product is appropriate to the investment objectives, �nancial situation or needs of any particular individual or entity. No warranty as to the accuracy, correctness or completeness of the information and opinions contained herein is provided. Oasis Asset Management Ltd., Oasis Crescent Capital (Pty) Ltd., Oasis Crescent Wealth (Pty) Ltd. and Oasis Crescent Advisory Services (Pty) Ltd. are Authorised Financial Services Providers. Oasis Crescent Retirement Solutions (Pty) Ltd., Oasis Crescent Management Company Ltd., Oasis Crescent Property Fund Managers Ltd. and Oasis Crescent Insurance Ltd. are the Administrators and are authorised by the Financial Services Board as such. Oasis Crescent Global Low Equity Balanced Fund was recognised as Mixed Asset Fund of the Year by Global Fund Awards, 2016. This awards was allocated in August 2016. Full details and the basis of the award is available from the Manager.
www.oasiscrescent.com | 021 413 7860 | 0860 100 786
Introduction
SA Edition 10 - 2016
The world is changing fast, as new technologies impact consumer spending patterns, demanding new skill sets and dramatically altering the way in which information �ows through the global economy. In areas as diverse as retail stores, taxi services, accommodation, manufacturing, healthcare, and information technology, the ‘new economy’ has made its presence inescapably felt.
There are several ways in which society bene�ts from new technologies. For example, to the extent that productivity and ef�ciencies rise, price in�ation will in many cases decline, making the world richer on average. Consumers across the developed world have gained from extremely slow price in�ation in the retail sector over the last two years, and in some cases prices have even fallen, as online retail sales have been supported by increasing broadband internet penetration, which has heightened competition within the sector.
Besides the clear bene�t that new technologies bring to the average consumer, they can also present risks. As entrenched industries are disrupted, existing business models are forced to adapt. Where they fail to do so, society may undergo a transitional period in which jobs are lost at a rate which is faster than new job creation. The period of aggressive globalisation between the 1980s and today serves as a useful example in this respect. The emergence of China as an economic powerhouse over this period saw global GDP rise at a remarkable rate, driven by massive productivity gains in Asia and other developing regions. However, the era of globalisation has not been without costs. In the US, where the manufacturing sector has been negatively impacted by new competition, real median wages remained stagnant for over two decades, while the share of wealth owned by the richest 1% increased from under 25% to over 40%.
Inequality of this nature can cause a range of societal tensions, and can have an especially clear negative impact on the long run potential growth rate of any economy. As such, policymakers should continue to exercise caution in managing our transition into a highly integrated, technology-driven world. The emergence of radically alternative and populist political voices, to some extent, is a re�ection of past failures in this regard. These should be dealt with decisively, by ensuring that governments the world over are sensitive to the changing needs of our society, and that we all bene�t from the productivity gains which are on offer.
As private citizens, we should also do what we can to protect ourselves from disruptive innovations, in order to draw maximum value from new technologies. Remaining as debt-free as possible, while saving a portion of our income on a consistent basis, is certainly a sound way to ensure personal �nancial security in the event of unexpected periods of unemployment. The diversi�cation of income streams between wages, property income, business income, and investment income can ensure that your lifestyle is maintained even through extended periods of economic uncertainty. We at Oasis are dedicated to ensuring that our clients bene�t from a sustainable source of investment income, while positioning their wealth for superior long term real returns.
Our funds are well placed to bene�t from secular changes in the global economic landscape, including disruptive technologies which are impacting our way of life. Across our range of specialist equity, property and income funds, as well as our balanced fund offering, Oasis clients will bene�t from exposure to some of the most pro�table and promising retail, healthcare, logistics, and technology companies in the world, with a level of diversi�cation which ensures that your wealth is suf�ciently protected from the risk of innovation.
On the 1st of October, Trustees of the Oasis Crescent Fund Trust handed over a cheque to PMT Sunni School, based in Pretoria, in order for the school to purchase much needed textbooks for their learners. Attending the handover was Deputy Principal, Mr. Nazir Dawood, who said the school was very grateful for the funds as it allowed them to focus their own resources in other developmental areas at the school.
With the onset of the Islamic New Year, we take this opportunity to wish all our Muslim Investors a Blessed, Peaceful and Prosperous 1438. Over the month of October we also celebrate the 15th Anniversary of the Oasis Crescent Preservation Pension Fund, which was launched to provide real protection of investors’ retirement savings during life changing events. You can also tune in to the Oasis Crescent YouTube Channel to view the pro�le of this Fund during the course of October.
In the News
A word on �nancial matters
Source: Saez, E. & Zucman, G., 2015. Wealth Inequality in the United States since 1913: Evidence from Capitalized Income Tax Data. NBER.
Mr. Nazir Dawood recieves a donatation on behalf of the PMT Sunni School
The Management& Staff of Oasis wish
you and your family a blessed
Muharram1438
