Orbis OEIC Global Equity Fund Standard Share Class header image

Orbis OEIC Global Equity Fund Standard Share Class

Fund

ISIN GB00BJ02KW01 / Valor null

NAV (2025-01-21)
GBP 30.26+0.96%

Orbis OEIC Global Equity Fund Standard Share Class
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General Objective

The fund aims to deliver higher long-term returns than global stock markets without taking greater risk of loss. It targets outperformance of the long-term returns of the MSCI World Index, which measures the performance of some of the largest companies listed on stock exchanges around the world.

Fund Exposure

The fund primarily invests in shares of publicly listed companies located anywhere in the world in any industry. It is an actively managed fund that focuses on a limited selection of shares that Orbis considers to be most undervalued. The stock holdings usually differ significantly from the Fund’s Benchmark, the MSCI World Index, due to the active stock selection process.

Risks

This fund may not be appropriate for investors who plan to withdraw their money within 5 years. Additionally, the actively managed currency exposure can differ greatly from the currency exposures of its Benchmark, which may significantly influence returns.

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Source

https://www.orbis.com/uk/individual/funds/global-equity-fund

Tags:
active management global equities msci world index

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