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Orbis SICAV-Global Balanced USD, Investor Shares

Ranked 61 out of 62 in - Balanced USD over 12 months
All calculations are in GBP unless stated

Managed by

Alec Cutler

Objective

The Fund seeks to balance appreciation of capital, income generation and risk of loss with a diversified global portfolio. The Fund invests in equities, fixed income instruments and Commodity-linked Instruments. Steps may be taken to reduce stockmarket exposure, including selling stockmarket index futures. Fund weightings among the different asset classes are determined based on their income, appreciation and risk of loss potential, with appropriate diversification.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced USD over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.9%
2018 -9.9% -4.8% 4.0% 1.1% -10.0%
2017 8.3% 2.8% 0.7% 1.4% 3.2%
2016 39.4% 7.0% 10.8% 10.9% 6.1%
2015 2.2% 6.0% -4.3% -5.3% 6.4%
2014 3.6% -0.3% 1.6% 2.6% -0.4%
2013 4.9% -0.2% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date01/01/2013
  • Share Class size404Mn
  • Base currencyUSD
  • ISIN LU0891391392

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).