Orbis OEIC Global Balanced Fund Standard Share Class

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-YearHighAbove Average5 star
Overall*HighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Orbis OEIC Global Balanced Fund Standard Share Class
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev8.65 %
3-Yr Mean Return12.47 %
 
3-Yr Sharpe Ratio0.99
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  Morningstar Gbl High Div Yld NR USD
3-Yr Beta0.790.81
3-Yr Alpha6.963.84
 
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* This share class has performance data calculated prior to the inception date, 2013-12-31. This is based upon a simulated/extended track record, using the track record of Orbis SICAV Global Bal Investor (ISIN: LU0891391392), 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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