Orbis SICAV Global Equity Fund Investor SharesRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 17.49 | -16.18 | 16.36 | 12.34 | 9.28 | -0.46 | 13.82 | 10.76 |
+/- Category | 4.92 | -9.47 | -2.67 | 1.75 | -8.77 | 8.89 | 1.06 | 2.71 |
+/- Category Index | 4.37 | -12.67 | -5.20 | 0.08 | -10.38 | 7.26 | -1.43 | 1.64 |
% Rank in Category | 10 | 98 | 77 | 39 | 92 | 6 | 45 | 13 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -2.38 | -2.87 | -2.56 |
1 Week | -2.47 | -3.57 | -4.04 |
1 Month | -0.04 | 1.45 | 1.20 |
3 Months | 10.01 | 3.93 | 2.99 |
6 Months | 11.03 | -4.53 | -5.36 |
YTD | 6.80 | 0.27 | -0.84 |
1 Year | 19.32 | 4.66 | 0.68 |
3 Years Annualised | 6.82 | 0.44 | -1.36 |
5 Years Annualised | 9.51 | 0.83 | -1.01 |
10 Years Annualised | 9.82 | 0.25 | -1.77 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Gbl TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.76 | - | - | - |
2023 | 0.98 | 2.86 | 5.49 | 3.88 |
2022 | -2.13 | -5.22 | 1.02 | 6.23 |
2021 | 5.80 | 4.12 | -1.34 | 0.55 |
2020 | -19.37 | 22.75 | 0.69 | 12.72 |
2019 | 5.66 | 2.64 | 2.91 | 4.26 |
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