Orbis Global Balanced Standard

Quick Stats

Bid Price - Offer Price -
Mid Price GBP 14.79 Day Change GBP +0.08 (0.52%)
Price Date 8 Dec 2016 Crown Rating 5
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 19,100,000.00
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 GB00BH6XLK83 Min TopUp (£) 1.00

Fund Objective

The Fund seeks to balance income generation, appreciation of capital, and risk of loss with a diversified global portfolio. The Fund’s success or failure with regard to this objective is measured by comparing its returns with those of its Benchmark, 60% MSCI World Index and 40% JP Morgan Global Government Bond Index. This Benchmark combines indices which measure the performance of some of the largest companies listed on world stock exchanges and bonds issued by governments around the world.

Fund Managers

Alec Cutler
Alec holds a Bachelor of Science (Honours) in Naval Architecture from the United States Naval Academy, a Master of Business Administration from The Wharton School, University of Pennsylvania, and is a CFA Institute charterholder. Prior to joining Orbis in 2004 he was at Brandywine Asset Management Ltd, where he managed the Relative Value product, co-managed the Large Cap Value area and co-managed the firm as a member of the Executive Committee.