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Orbis Global Balanced Standard Inc

Ranked 365 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Alec Cutler

Objective

The Fund seeks to balance income generation, appreciation of capital, and risk of loss with a diversified global portfolio. Fund invests primarily in shares of publicly listed companies, and bonds issued by companies and governments located anywhere around the world which Orbis considers to be most undervalued. May also invest in other types of investments such as securities, cash, money market instruments, deposits, derivative instruments or other investment funds, and may indirectly invest in commodities such as metals through commodity linked instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019
  • Rank 365/395 Total Return
  • Rank 308/395 Standard Deviation
  • Rank 368/395 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.5%
2018 -7.5% -3.3% 4.0% 2.4% -10.1%
2017 8.7% 2.9% 0.5% 1.6% 3.4%
2016 37.3% 7.1% 10.8% 9.9% 5.3%
2015 4.5% 7.6% -3.6% -5.4% 6.5%
2014 4.8% 0.2% 2.3% 2.8% -0.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
AbbVie Inc ORD 5.45%
Taiwan Semiconductor Manufacturing Co Ltd DR 4.43%
Bristol-Myers Squibb Co ORD 4.34%
NetEase Inc DR 3.88%
Royal Dutch Shell PLC DR 3.77%
United Kingdom 1.750% 22-Jul-2019 3.54%
Celgene Corp ORD 2.64%
US Treasury 1.750% 30-Sep-2019 2.50%
BP PLC ORD 2.42%
Alphabet Inc ORD 2.41%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/12/2013
  • Share Class size43Mn
  • Base currencyGBP
  • ISIN GB00BH6XLK83

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • 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).