Orbis launches Global Cautious fund with no minimum investment

Has refundable performance fee structure

Orbis Investments' Alec Cutler

Orbis Investments' Alec Cutler

Orbis Investments has launched its third fund for the UK retail market, the Orbis OEIC Global Cautious fund, which will be available to invest in from £1.

The fund seeks to balance returns against the risk of loss with a bottom-up selection of global equities, fixed income and commodity-linked instruments, and will target growth on a three-year rolling basis. Investec AM launches OEIC version of Global Environment fund It sits in the IA Targeted Absolute Return sector and aims to outperform its benchmark which is comprised of 30% MSCI World index and 70% JP Morgan Global Government Bond index hedged into sterling. The Orbis OEIC Global Cautious fund will utilise the same fee structure as its counterparts in the rest of the range. Nam...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week