Orbis SICAV Global Equity Fund Investor SharesRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 17.49 | -16.18 | 16.36 | 12.34 | 9.28 | -0.46 | 13.82 | 9.23 |
+/- Category | 4.92 | -9.47 | -2.67 | 1.75 | -8.77 | 8.89 | 1.06 | -0.66 |
+/- Category Index | 4.37 | -12.67 | -5.20 | 0.08 | -10.38 | 7.26 | -1.43 | -3.00 |
% Rank in Category | 10 | 98 | 77 | 39 | 92 | 6 | 45 | 60 |
Trailing Returns (GBP) | 11/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.11 | 0.80 | 1.03 |
1 Week | 0.74 | 0.41 | 0.63 |
1 Month | 2.56 | 1.21 | 1.07 |
3 Months | 0.79 | -2.65 | -4.53 |
6 Months | 11.82 | 0.73 | -1.31 |
YTD | 10.37 | -0.25 | -2.57 |
1 Year | 22.65 | 4.33 | 0.39 |
3 Years Annualised | 8.27 | 1.69 | -0.60 |
5 Years Annualised | 9.85 | 1.43 | -0.50 |
10 Years Annualised | 9.80 | -0.03 | -2.05 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.76 | -1.38 | - | - |
2023 | 0.98 | 2.86 | 5.49 | 3.88 |
2022 | -2.13 | -5.22 | 1.02 | 6.23 |
2021 | 5.80 | 4.12 | -1.34 | 0.55 |
2020 | -19.37 | 22.75 | 0.69 | 12.72 |
2019 | 5.66 | 2.64 | 2.91 | 4.26 |
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