Orbis OEIC Global Equity Fund Standard Share Class

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Growth Of 1000 (GBP) 30/04/2022
Fund:  Orbis OEIC Global Equity Fund Standard Share Class
Category:  Global Large-Cap Blend Equity
Category Index:  MSCI ACWI NR USD
Growth of 1,000 GBP
Annual Returns (GBP)30/04/2022
 201520162017201820192020202130/04
Price Return4.7039.5715.58-12.5018.7313.3610.60-4.04
+/- Category1.3416.083.01-5.79-0.312.77-7.453.22
+/- Category Index1.4110.912.34-8.72-2.980.69-9.032.04
% Rank in Category342189158288917
Trailing Returns (GBP)16/05/2022
   Total Returns   +/- Category   +/- Category Index
1 Day-0.54   -1.45-0.76
1 Week2.59   3.081.25
1 Month-0.85   1.961.88
3 Months-4.91   -1.97-4.06
6 Months-7.06   2.420.77
YTD-4.16   4.853.07
1 Year-1.75   -4.70-7.18
3 Years Annualised9.39   0.67-1.29
5 Years Annualised6.39   -1.01-3.35
10 Years Annualised*12.80   2.160.25
 
Quarterly Returns (GBP)30/04/2022
 Quarter 1Quarter 2Quarter 3Quarter 4
2022-2.31---
20216.084.38-0.990.88
2020-18.6222.091.2612.67
20196.443.233.764.13
2018-4.974.562.62-14.18
20174.701.222.506.39
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 1831 Mar 1931 Mar 2031 Mar 2131 Mar 22
4.90-1.99-9.2347.771.86
 
 
 
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* This share class has performance data calculated prior to the inception date, 2014-01-01. This is based upon a simulated/extended track record, using the track record of Orbis Global Equity Investor (ISIN: BMG6766G1087), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)