Orbis OEIC Global Balanced Standard

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.38%
  • 3 Year sharpe0.35
  • 3 Year alpha-3.39
  • Distribution Typeaccumulation
  • BenchmarkMSCI World NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF-
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupOrbis
  • DomicileUnited Kingdom
  • ISINGB00BJ02KY25

Investment Strategy

The Fund seeks to balance investment returns and risk of loss using a diversified global portfolio. To meet this objective, the Fund is targeting outperformance of the returns of its Benchmark, 60% MSCI World Index and 40% JP Morgan Global Government Bond Index hedged into Sterling. 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.

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