Quick Stats

Bid Price - Offer Price -
Mid Price GBP 16.81 Day Change GBP +0.01 (0.11%)
Price Date 20 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 35,000,000.00
Launch Date 01/01/2014 Standard Initial Charge (%) 0.00
Currency GBP ISA Eligible Yes
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 1.00 Total Expense Ratio (%) 0.00
ISIN GB00BH6XLH54 Min TopUp (£) 1.00

Fund Objective

The Fund seeks to deliver higher long-term returns than global stock markets, without taking on greater risk of loss. The Fund’s success or failure with regard to this objective is measured by comparing its returns with those of its Benchmark, the MSCI World Index which measures the performance of some of the largest companies listed on stock exchanges around the world.

Fund Managers

Orbis Investment Management Ltd
The recommendations of a small number of senior analysts, made after a rigorous peer review process, serve as the raw materials for the Orbis Funds. A portfolio construction team then seeks to combine the strongest stock ideas into a portfolio that reflects broader market and portfolio-level considerations. In aggregate, the fund represents what we believe is the best mix of the best ideas across our investment team. William Gray, head of the investment team since 2000, is responsible for the investment process overall.