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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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Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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