Orbis OEIC Global Equity Fund Standard Share ClassRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 13.4 | 10.6 | 0.0 | 16.0 | 15.4 |
![]() | +/-Cat | 2.8 | -7.4 | 9.3 | 3.2 | 5.9 |
![]() | +/-B’mrk | 1.1 | -9.1 | 7.7 | 0.7 | 3.2 |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 13/08/2024 | GBP 28.04 | |
Day Change | 0.77% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BJ02KW01 | |
Fund Size (Mil) 12/08/2024 | GBP 190.23 | |
Share Class Size (Mil) 12/08/2024 | GBP 181.07 | |
Max Initial Charge | - | |
Ongoing Charge 31/12/2023 | - |
Morningstar Research |
Analyst Report | 23/05/2024 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 OEIC Global Equity Fund Standard Share Class |
The Fund seeks to deliver higher long-term returns than global stock markets, without taking on greater risk of loss. To meet this objective, the Fund is targeting outperformance of the long-term returns of its Benchmark, the MSCI World Index which measures the performance of some of the largest companies listed on stock exchanges around the world. In pursuing its investment objective, the Fund will invest primarily in shares of publicly listed companies, which may be located anywhere in the world and in any industry. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Adam Karr 01/01/2014 | ||
Benjamin Preston 01/01/2014 | ||
Click here to see others | ||
Inception Date 01/01/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR GBP | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Orbis OEIC Global Equity Fund Standard Share Class | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.72 |
![]() | ![]() | 4.38 |
![]() | ![]() | 3.61 |
![]() | ![]() | 2.92 |
![]() | ![]() | 2.82 |
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Orbis OEIC Global Equity Fund Standard Share Class |