Orbis OEIC Global Balanced Fund Standard Share Class

Category GBP Allocation 60-80% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£24.3366

arrow-up£0.293 (+1.22%)

Fund Code

ORGBA

BJ02KY2

GB00BJ02KY25

Prices updated as at 06 Nov 2024
|
Prices in GBP

Investment objective
The Fund seeks to balance investment returns and risk of loss using a diversified global portfolio. To meet this objective, the Fund is targeting outperformance of the returns of its Benchmark, 60% MSCI World Index and 40% JP Morgan Global Government Bond Index hedged into Sterling. 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. In pursuing its investment objective, the Fund will invest primarily in shares of publicly listed companies and fixed income instruments.

Annual charges

Product charges
0.00
0.25
Yes
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 31 Aug 2024pdf
Interim Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 18 Jan 2024pdf
Annual Reports 31 Dec 2023pdf
Annual Short Report 31 Dec 2023pdf
Please note that service charges will also apply. Read more about our fees.

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