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| Obsidian Balanced Fund Fact Sheet MDD |
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Obsidian Balanced Fund Fact Sheet MDD
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| Fund Sector |
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
1.15%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Bi-Annually |
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| Launch Date |
| Oct 2003 |
23 years ago |
| Fund Benchmark |
| Sector Avg |
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| Obsidian Balanced Fund Unit Prices |
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Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
DYN
DYN
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| Distributions Info (in cents) |
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| Q2 of 2023 | 34.57 |
| Q4 of 2022 | 50.08 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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