Our Investment Funds

We offer two actively managed funds using our contrarian investing approach, where all the stockpicking and analysis is done by our team of experts.

Our Proven Investment Approach

Thinking Differently

To deliver good results in the long term, you can't just follow the crowd.

When a company seems to have been overlooked by other investors or becomes unfashionable we become interested. Not to be contrarian for the sake of it, but just to see if other investors have missed something. Like all investors, we don’t always get it right. But when we do, it’s the bargains that others have missed that make your investment grow.

Looking Closely At a Business

How can we tell if a business is undervalued?

Before we invest, we take a microscopic look at the numbers and get to grips with the company's history, management, products and competition. Because when assessing a company’s true value, we think solid business fundamentals like these are far more important than short-term fluctuations in share price.

Taking A Long-Term View

If you're in it for the long run, we might just be your kind of people.

It can take years for companies we invest in to realise their true worth. But we're prepared to wait until they do. To get the most out of Orbis Access you also need to be prepared to be patient. This style of long-term investing isn’t for everyone.

Why Choose Our Actively Managed Funds?

To deliver results, we stick to a well-established formula: thinking differently from the crowd, looking minutely at each potential purchase and always taking a long-term view.

Two actively managed funds pool the experience of our team of analysts, who have used our tried and tested approach to investing for over two decades.

The risk level attached to our two funds is different, but they use the same investment approach. Both simply seek out the best investments wherever we find them, without being constrained by geography or industry sector.

Total Duration: 5:30

Global Equity Fund

Morningstar

Our Global Equity Fund has received a five-star rating as at

This fund uses the Orbis Global Equity investment strategy which Orbis has been running since 1990 and has around £15bn under management.

The goal of the Global Equity Fund is to deliver higher returns than global stockmarkets over the long term, without taking on greater risk of loss. To do this, the fund primarily invests in shares of publicly listed companies, which may be located anywhere in the world, in any industry.

This fund is for people who wish to invest for at least 5 years.

Global Balanced Fund

Morningstar

Our Global Balanced Fund has received a five-star rating as at

The fund is designed for investors who prefer a slightly lower risk fund than the Global Equity Fund.

The goal of the Global Balanced Fund is to balance income generation, capital growth and risk of loss using a diversified global portfolio. To do this, the fund primarily invests in shares of publicly listed companies and bonds issued by companies and governments located anywhere around the world. It can also indirectly invest in commodities. The fund does not aim to generate a significant level of income and does not target a specific yield.

This fund is for people who wish to invest for at least 3 years.

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.

How Do Our Funds Compare

Global Equity Fund Global Balanced Fund Cash Savings

Objective

Aims to deliver higher returns than global stockmarkets over the long term, without taking on greater risk of loss

Aims to balance income generation, capital growth and risk of loss using a diversified global portfolio

N/A

Profile

Those investing 5 years or more and who can accept exposure to trends in world stockmarkets, with risk of loss

Those investing 3 years or more and who prefer a slightly lower risk fund than the Global Equity Fund. This fund does not aim to generate a significant level of income and therefore may not be appropriate for those seeking a regular income stream.

Money required at short notice

Risk Level

Investments generally decrease or increase in value by up to 15% per year – but potentially more

Investments generally decrease or increase in value by up to 10% per year – but potentially more

Fixed rate of return: Average instant access bank cash savings rate: 0.6%[1]

Benchmark

MSCI World Index

60% MSCI World Index
40% JP Morgan Global Government Bond Index

N/A

Fees

Performance based

Performance based

N/A

Minimum Investment

£1

£1

Various

Assets Type Target Allocation

100% global equities

40% - 85% global equities
No more than 50% bonds, cash and cash equivalents
No more than 10% commodity-linked instruments

100% cash

View Sources [1]

Bank of England, 30 April 2015

UK Equity Fund

We’re working on bringing you a third fund, which invests in UK Equities. Established in January 2014, it is not currently being offered to clients. The fund has underperformed to date and although we’re confident this will change, we want to justify that confidence before offering it to you. We stand by our investment approach, and expect that you’ll be able to invest in it in future.

Questions?

Live Chat with our friendly support team from 9am to 9pm, Monday to Friday

If you think our funds suit your needs

Questions?

Live Chat with our friendly support team from 9am to 9pm, Monday to Friday

If you think our funds suit your needs