Orbis SICAV Global Equity Fund Investor SharesRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 12.3 | 9.3 | -0.5 | 13.8 | 10.8 | |
+/-Cat | 1.7 | -8.8 | 8.9 | 1.1 | 2.7 | |
+/-B’mrk | 0.1 | -10.4 | 7.3 | -1.4 | 1.6 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 18/04/2024 | EUR 314.93 | |
Day Change | -2.38% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU0334985271 | |
Fund Size (Mil) 11/04/2024 | EUR 1039.00 | |
Share Class Size (Mil) 19/09/2013 | USD 228.00 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2021 | 0.53% |
Morningstar Research |
Analyst Report | 23/04/2023 David Little, Senior Analyst Morningstar, Inc |
Orbis Global Equity retains an experienced senior team, but it significantly changed its portfolio management structure in early 2022, which recognised process-related issues around global ideas being appropriately captured and challenged. Its... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: Orbis SICAV Global Equity Fund Investor Shares |
The fund’s objective is to seek higher returns than the average of the world’s equity markets, without greater risk of loss. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Adam Karr 01/01/2005 | ||
Benjamin Preston 01/01/2005 | ||
Click here to see others | ||
Inception Date 01/01/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE World TR EUR | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Orbis SICAV Global Equity Fund Investor Shares | 31/12/2023 |
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Top 5 Holdings | Sector | % |
Fleetcor Technologies Inc | Technology | 5.79 |
Global Payments Inc | Industrials | 4.26 |
GXO Logistics Inc | Industrials | 4.24 |
Sumitomo Mitsui Financial Group Inc | Financial Services | 4.19 |
Intel Corp | Technology | 3.42 |
Increase Decrease New since last portfolio | ||
Orbis SICAV Global Equity Fund Investor Shares |