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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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UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
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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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