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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.
In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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