Strategies Overview

Equity Strategy

  • Each strategy aims to remain fully invested in equities selected from a specified geographic region
  • The portfolio may be focused and considerably different from its fee hurdle
  • Each is actively managed to outperform an index of the stockmarkets in its region
  • However, the resulting risk of underperforming the benchmark is regularly monitored
Equity StrategyBenchmarkFundsInception DateReporting Currency
Orbis Global EquityMSCI World IndexOrbis Global Equity Fund (Australia Registered) »30 Jun 2005AUD

Multi-Asset Class Strategy

  • The Orbis Global Balanced Fund (Australia Registered) was launched on 1 February 2017 to wholesale investors. The goal of the Fund is to balance income generation, capital growth and the risk of loss using a diversified global portfolio
  • If you would like to learn more about this Fund, please contact Client Services on 1300 804 804 (+61 2 8224 8605) or

Past performance is not a reliable indicator of future results. Orbis Funds’ unit prices fluctuate and are not guaranteed. When making an investment in the Funds, an investor’s capital is at risk. Returns may decrease or increase as a result of currency fluctuations.

The Orbis Funds are speculative and involve a high degree of risk. The Funds’ performance may be volatile. An investor could lose all or a substantial amount of its investment. The Funds’ manager has total trading authority over the Funds and the use of a single adviser applying generally similar trading programs could mean lack of diversification and consequently higher risk. For some Orbis Funds, there is no secondary market for interests in the Fund, and none is expected to develop. There are restrictions on transferring interests in the Funds. The Funds’ fees and expenses may offset the Funds’ trading profits. When making an investment in the Funds, an investor’s capital is at risk.

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