Obsidian Equity Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R58 R 8 13.793%
Number of Accounts (Mar 2019)
15 1 6.6666%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 52 R 44
    Local    R 44    R 37
    Foreign    R 8    R 7
Cash Instr. R 3 R 2
    Local    R 3    R 2
    Foreign    R 1    R 2
Property R 2 R 2
On FoF R 2 R 2
Fund Investment Aims, Objective and/or Universe
The objective of this fund is to provide above average growth in capital over the medium to long term.Income will be of secondary importance.The risk associated with this fund shall be the same as the risk associated with SA equities as an asset class.

Volatility of capital can occur over the short term.The fund shall invest in assets in liquid form and in shares across all sectors of the JSE Securities Exchange of South Africa and other permissible assets allowed by the Act.The fund shall 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, and shall be permitted to invest in offshore investments as legislation permits.The fund will also be allowed to invest in offshore exchange traded funds and ex- change traded notes 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 underly- ing unit trust funds.
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