Orbis OEIC Global Equity Fund Standard Share ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 15.58 | -12.50 | 18.73 | 13.36 | 10.60 | -0.03 | 15.97 | 4.78 |
+/- Category | 3.01 | -5.79 | -0.31 | 2.77 | -7.45 | 9.31 | 3.21 | -0.09 |
+/- Category Index | 2.46 | -8.99 | -2.83 | 1.10 | -9.06 | 7.68 | 0.72 | -0.95 |
% Rank in Category | 18 | 91 | 58 | 28 | 89 | 6 | 29 | 56 |
Trailing Returns (GBP) | 26/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.22 | 0.10 | -0.36 |
1 Week | 2.60 | 1.26 | 1.30 |
1 Month | 6.43 | 3.48 | 2.96 |
3 Months | 11.10 | 3.01 | 1.76 |
6 Months | 14.97 | 0.50 | -0.72 |
YTD | 10.40 | 2.59 | 1.40 |
1 Year | 30.02 | 10.46 | 6.42 |
3 Years Annualised | 10.15 | 1.77 | 0.00 |
5 Years Annualised | 12.85 | 2.83 | 0.84 |
10 Years Annualised | 11.73 | 2.00 | -0.09 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Gbl TME NR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 1.57 | 3.51 | 5.61 | 4.45 |
2022 | -2.31 | -4.79 | 1.35 | 6.04 |
2021 | 6.08 | 4.38 | -0.99 | 0.88 |
2020 | -18.62 | 22.09 | 1.26 | 12.67 |
2019 | 6.44 | 3.23 | 3.76 | 4.13 |
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