Orbis OEIC Global Balanced Standard


Fund Info

  • Yield History5.61%
  • 3 Year sharpe1.11
  • 3 Year alpha2.03
  • Distribution Typeincome
  • Benchmark-
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF-
  • SectorMixed Investment 40-85% Shares
  • Manager GroupOrbis
  • DomicileUnited Kingdom

Investment Strategy

The Fund seeks to balance income generation, appreciation of capital, and risk of loss with a diversified global portfolio. The Fund’s success or failure with regard to this objective is measured by comparing its returns with those of its Benchmark, 60% MSCI World Index and 40% JP Morgan Global Government Bond Index. This Benchmark combines indices which measure the performance of some of the largest companies listed on world stock exchanges and bonds issued by governments around the world. In pursuing its investment objective, the Fund will invest primarily in shares of publicly listed companies and fixed income instruments. These may be located anywhere in the world, in any industry and issued by governments, corporate entities, partnerships, business trusts or other issuers.