Orbis OEIC Global Equity Fund Standard Share Class

Morningstar Rating™(Relative to Category)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAbove AverageHigh4 star
10-Year*Above AverageAbove Average4 star
Overall*Above AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Orbis OEIC Global Equity Fund Standard Share Class
  • MSCI ACWI NR USD
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev13.89 %
3-Yr Mean Return-1.32 %
 
3-Yr Sharpe Ratio-0.14
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI ACWI NR USD
3-Yr Beta1.101.10
3-Yr Alpha-3.80-3.80
 
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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 (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)

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