Orbis OEIC Global Balanced Fund Fixed Fee header image

Orbis OEIC Global Balanced Fund Fixed Fee

Fund

ISIN GB00BRX95962 / Valor null

NAV (2026-08-21)
GBP 38.65+0.82%

Orbis OEIC Global Balanced Fund Fixed Fee
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

The Orbis OEIC Global Balanced Fund is an actively managed investment fund that aims to balance returns and risks by holding a diverse mix of undervalued assets from around the world. Its portfolio primarily includes shares of publicly listed companies and bonds issued by corporations and governments globally. Additionally, the fund may invest in money market instruments, cash, deposits, derivative instruments, other investment funds, and commodity-linked assets like metals. This diverse approach ensures the fund is well-positioned across various asset classes and international markets to achieve its balanced investment objectives.

Content summarized by AI chatbot
Tags:
msci world index jp morgan global government bond index global portfolio undervalued stocks

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Orbis OEIC Global Balanced Fund Standard Share Class
Orbis OEIC Global Balanced Fund Standard Share Class Orbis OEIC Global Balanced Fund Standard Share Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.60%GBP 34.68