SEE HOW DIFFERENT INVESTING CAN BE

Orbis is designed to invest differently and to ensure we can only succeed if we add value over the long term

Herohand

FUNDAMENTAL, LONG-TERM AND CONTRARIAN

Our investment approach has stood the test of time

REFUNDABLE PERFORMANCE FEES

A unique fee structure which aligns our interests with clients'

Rating for our Global Equity Fund as of

Rating for our Global Balanced Fund as of

Awards

Lipper Award
The Orbis Global Balanced Fund won the 2017 Lipper Fund Award for the ‘Best Fund over 3 years’, in its Mixed Asset GBP Balanced category out of 283 funds.

© 2017, Thomson Reuters. Used with Permission.

Money Observer Award
The Orbis Global Balanced Fund has been named the best higher-risk mixed asset fund by Money Observer!
© 2017, Money Observer.

“We recognise that without the trust and confidence of our clients, our firm cannot – and should not – survive”
Allan Gray
Founder

Who is Orbis?

Orbis has been investing globally for over 25 years. Since the firm's inception, our purpose has been straightforward: to empower our clients by enhancing their savings and wealth. We believe the best way we can do this is by applying our fundamental, long-term and contrarian investment philosophy. To support this mission, we have structured our firm in a way that requires us to deliver meaningful value-for-money to our clients.

Founded: 1989

Privately Owned

Core Skill: Bottom-up stockpicking in global markets

Investment Philosophy: Fundamental, long-term, contrarian

A Global Footprint: 10 offices with clients in more than 50 countries

A Large Investment Team: 40 equity analysts

Assets Under Management: £25 billion

Are we for you?

Investing differently isn't necessarily for everyone:

We are right for you if you...
We are not right for you if you...
believe in bottom-up investing
believe macro view should drive investing
invest with a long-term perspective
focus on short-term performance
prefer to have a portfolio that deviates significantly from the benchmark
are uncomfortable deviating from the benchmark
understand periods of underperformance are inevitable with a high Active Share fund
require consistent relative returns
believe that fees should be based on performance
prefer predictable fees
We are not right for you if you...
believe macro view should drive investing
focus on short-term performance
are uncomfortable deviating from the benchmark
require consistent relative returns
prefer predictable fees

How to invest in our funds

You can invest in our two funds via a number of fund platforms: AJ Bell, Alliance Trust Savings, Ascentric, Aviva, Canada Life International, FundsNetwork, Novia, Old Mutual International, Raymond James and Transact.

Third party trademarks are used with the permission of their owners.

If you would like our funds listed on another platform, please contact us.

The value of your investments may go down as well as up, so you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results.