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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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In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.
Asset manager Marriott Unit Trusts Manco was founded in 1987.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
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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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