Orbis OEIC Global Balanced Fund Standard Share Class header image

Orbis OEIC Global Balanced Fund Standard Share Class

Fund

ISIN GB00BJ02KY25 / Valor null

NAV (2026-09-11)
GBP 34.48-0.01%

Orbis OEIC Global Balanced Fund Standard Share Class
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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.

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msci world index jp morgan global government bond index global portfolio undervalued stocks

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OTHER SHARE CLASSES OF THIS FUND

Orbis OEIC Global Balanced Fund Fixed Fee
Orbis OEIC Global Balanced Fund Fixed Fee Orbis OEIC Global Balanced Fund Fixed Fee
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Annual Return

-50%0%+50%

Risk level

110
-0.23%GBP 38.34