Obsidian Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 18.40    R 18.40
   0%
High Avg. Low
R 18.40 R 7.91
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 22 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 ?

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

Distributions Info (in cents)
Q2 of 2023 34.57
Q4 of 2022 50.08
See Also
Old Mutual Multi-Managers Agressive Balanced FOF
APS Managed Growth Fund
Cordatus Balanced FOF
Prescient Balanced Fund
Roxburgh Balanced Plus FOF
Asset Allocation Analysis
Fund Management
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.