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
We’re happy to announce that the Orbis Global Balanced Fund has recently 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.
We’re excited to announce that 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”
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.
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
Investing differently isn't necessarily for everyone:
You can invest in our two funds via a number of fund platforms: AJ Bell, Ascentric, Aviva, Canada Life International, Old Mutual International, Raymond James and Transact.
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.
"They charge you nothing on their funds… if they aren’t outperforming… Nothing."
"Orbis' performance fee system sets it apart from the rest of the investment industry."
"This fund takes very active positions. I’ve been impressed with the management team and the intellectual process and thinking they’ve shown in running this fund."