Orbis OEIC Global Equity Fund Standard Share Class

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh2 star
5-YearAverageHigh3 star
10-Year*Above AverageHigh4 star
Overall*Above AverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Orbis OEIC Global Equity Fund Standard Share Class
  • MSCI ACWI NR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev17.27 %
3-Yr Mean Return9.77 %
 
3-Yr Sharpe Ratio0.52
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI ACWI NR USD
3-Yr Beta1.101.10
3-Yr Alpha-3.68-3.68
 
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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)