Orbis OEIC Global Balanced Fund Standard Share ClassRegister 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 | 8.66 | -7.46 | 9.39 | 5.08 | 9.66 | 12.37 | 10.85 | 7.06 |
+/- Category | -1.34 | -1.10 | -6.28 | -0.17 | -1.48 | 22.46 | 2.48 | 2.76 |
+/- Category Index | - | - | - | 0.56 | -2.60 | 19.64 | 0.18 | 1.95 |
% Rank in Category | 73 | 70 | 97 | 50 | 73 | 1 | 18 | 4 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | 0.23 | -0.06 |
1 Week | -1.62 | -0.18 | -0.14 |
1 Month | 1.57 | 1.92 | 1.56 |
3 Months | 8.15 | 4.02 | 3.54 |
6 Months | 11.37 | 3.47 | 2.32 |
YTD | 5.64 | 3.61 | 2.67 |
1 Year | 12.00 | 5.57 | 3.02 |
3 Years Annualised | 10.33 | 8.57 | 6.36 |
5 Years Annualised | 9.29 | 5.07 | 3.70 |
10 Years Annualised | 9.53 | 4.08 | 2.73 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.06 | - | - | - |
2023 | 3.46 | 0.45 | 1.41 | 5.18 |
2022 | 10.32 | -4.42 | 0.23 | 6.33 |
2021 | 5.11 | 2.90 | 0.81 | 0.58 |
2020 | -16.86 | 14.08 | -0.07 | 10.87 |
2019 | 3.54 | 0.37 | 1.74 | 3.45 |
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