Orbis SICAV-International Equity Investor Shares

Ranked 5 out of 5 in - Global ex US over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks higher returns than the average of international equity markets, excluding the US markets without greater risk of loss. The Fund aims to be fully invested in selected non-US equity investments. The Fund expects to be not less than 90% invested in international equities outside of the US but may also invest in US equities. The Fund identifies as non-US equity investments those equity investments or equity-linked investments of companies who are domiciled outside of the US.

Showing fund performance in United Kingdom View performance globally

Performance

Global ex US over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.3%
2018 -14.6% -5.7% 4.4% -1.0% -12.3%
2017 17.4% 4.3% 2.3% 2.7% 7.2%
2016 41.3% 7.0% 8.8% 12.5% 7.9%
2015 4.1% 5.7% 0.3% -11.8% 11.4%
2014 0.6% -1.3% -3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date31/03/2014
  • Share Class size15Mn
  • Base currencyUSD
  • ISIN LU1056236232

Purchase Info

  • Min. initial investment50,000

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).