|
| Obsidian Balanced Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Obsidian Balanced Fund Fact Sheet MDD
|
|---|
|
| 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 |
|
| Launch Date |
|---|
| Oct 2003 |
23 years ago |
| Fund Benchmark |
|---|
| Sector Avg |
|
| Obsidian Balanced Fund Unit Prices |
|---|
|
|
|
|
DYN
DYN
Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q2 of 2023 | 34.57 |
|---|
| Q4 of 2022 | 50.08 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| SIM| Sanlam |
| Investment Management |
|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|