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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 |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Oct 2003 |
23 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Obsidian Balanced Fund Unit Prices |
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Conglomate Old Mutual acquired asset manager Marriott in 2005.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 34.57 |
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| Q4 of 2022 | 50.08 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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