Orbis OEIC Global Equity Fund Standard Share ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 15.58 | -12.50 | 18.73 | 13.36 | 10.60 | -0.03 | 15.97 | 15.44 |
+/- Category | 3.01 | -5.79 | -0.31 | 2.77 | -7.45 | 9.31 | 3.21 | 5.91 |
+/- Category Index | 2.46 | -8.99 | -2.83 | 1.10 | -9.06 | 7.68 | 0.72 | 3.21 |
% Rank in Category | 18 | 91 | 58 | 28 | 89 | 6 | 29 | 4 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.77 | 0.55 | -0.38 |
1 Week | 2.49 | 0.76 | -0.22 |
1 Month | 1.05 | 3.54 | 3.28 |
3 Months | -0.10 | 1.34 | -0.50 |
6 Months | 9.04 | 4.62 | 1.95 |
YTD | 12.37 | 4.87 | 2.02 |
1 Year | 19.14 | 5.55 | 1.59 |
3 Years Annualised | 9.86 | 4.97 | 2.51 |
5 Years Annualised | 11.41 | 3.47 | 1.45 |
10 Years Annualised | 11.36 | 1.82 | -0.11 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.41 | -1.18 | - | - |
2023 | 1.57 | 3.51 | 5.61 | 4.45 |
2022 | -2.31 | -4.79 | 1.35 | 6.04 |
2021 | 6.08 | 4.38 | -0.99 | 0.88 |
2020 | -18.62 | 22.09 | 1.26 | 12.67 |
2019 | 6.44 | 3.23 | 3.76 | 4.13 |
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