Obsidian Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R898 R 15 1.6703%
Number of Accounts (Mar 2019)
107 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 581 R 564
    Local    R 440    R 434
    Foreign    R 141    R 131
Cash Instr. R 235 R 242
    Local    R 211    R 213
    Foreign    R 25    R 29
Property R 7 R 6
On FoF R 75 R 71
Fund Investment Aims, Objective and/or Universe
The primary objective of this fund is to deliver capital growth over the medium-to-long term.Because the fund is diversified across a number of asset classes, it aims to gener- ate those returns taking only moderate risks.The fund combines asset allocation and stock selection to achieve its objective.The fund is diversified broadly across equites, bonds, money market instruments, listed property, as well as international equites, and fixed income investments.

Active asset allocation and securities selection strategies appropriate to the needs of moderate investors will be followed.The fund can hold a maximum of 75% in equity and is limited to 30% in offshore assets and is Reg.28 compliant.Investments are made independent of benchmark weightings and positions.The investment manager will also be allowed to invest in listed and unlisted financial instruments (derivatives) as allowed by the Act from time to time in order to achieve its investment objective.The fund may also invest in participatory interests of underlying unit trust funds
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