Obsidian Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
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
Fund Information
Launch Date
Oct 2003 23 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 939 Mil.


Obsidian Balanced Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

DYN

DYN

Distributions Info (in cents)
Q2 of 2023 34.57
Q4 of 2022 50.08
See Also
Sim Balanced Fund
Aylett Balanced Fund
Autus Balanced Fund
M&G Balanced Fund
Camissa Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
Obsidian Capital
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.