Orbis SICAV Global Equity Fund Investor SharesRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 12.3 | 9.3 | -0.5 | 13.8 | 9.2 |
![]() | +/-Cat | 1.7 | -8.8 | 8.9 | 1.1 | -0.7 |
![]() | +/-B’mrk | 0.1 | -10.4 | 7.3 | -1.4 | -3.0 |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 11/07/2024 | EUR 331.04 | |
Day Change | 1.11% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU0334985271 | |
Fund Size (Mil) 11/07/2024 | EUR 990.00 | |
Share Class Size (Mil) 19/09/2013 | USD 228.00 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2021 | 0.53% |
Morningstar Research |
Analyst Report | 16/05/2024 David Little, Senior Analyst Morningstar, Inc |
Orbis Global Equity retains an experienced senior team, but it significantly changed its portfolio management structure in early 2022, which recognised process-related issues around global ideas being appropriately captured and challenged. Its... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: Orbis SICAV Global Equity Fund Investor Shares |
The fund’s objective is to seek higher returns than the average of the world’s equity markets, without greater risk of loss. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Adam Karr 01/01/2005 | ||
Benjamin Preston 01/01/2005 | ||
Click here to see others | ||
Inception Date 01/01/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE World TR EUR | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Orbis SICAV Global Equity Fund Investor Shares | 31/03/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.55 |
![]() | ![]() | 3.63 |
![]() | ![]() | 3.49 |
![]() | ![]() | 3.31 |
![]() | ![]() | 3.17 |
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Orbis SICAV Global Equity Fund Investor Shares |