5 out of 54 (lump sum over 1 years to 31 Mar 2018)
434 out of 1143 (lump sum over 1 years to 31 Mar 2018)
R1000 invested on 31 Mar 2017 was worth R1 052.39 on 31 Mar 2018 (5.24% annual compound return)
R100 per month since 31 Mar 2017 was worth R1 158.44 on 31 Mar 2018 (-6.52% annual return compounded monthly)
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
Focus and Objective
The Fund is a feeder fund and invests only in the Orbis Global Equity Fund, managed by Allan Gray's offshore investment partner, Orbis Investment Management Limited. The Orbis Global Equity Fund invests in shares listed on stock markets around the world and aims to be fully invested at all times. Returns are likely to be volatile, especially over short- and medium-term periods. Although the Fund is fully invested outside South Africa, the units in the Fund are priced and traded daily in rands.
Allan Gray-Orbis Global Equity comment - Dec 17
Friday, 02 March 2018
As strong returns in 2017 helped to keep the current bull market alive for a ninth year, ...more
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