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Orbis Global Equity Fund  |  Global--Equity--General
539.3900    +33.5200    (+6.626%)
NAV price (USD) Thu 8 Jan 2026 (change prev close)
  
8914.4500    +591.4113    (+7.106%)
NAV price (ZAR) Thu 8 Jan 2026 (change prev close)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 142 Rand-denominated Global--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the Global--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
  ZAR
  Base
3 Months 6 Months 1 Year 3 Years 5 Years
Trailing Returns
Period    Return %Growth of $1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 1 Jan 1990
Fund Size ($) 7 800 000 000
Latest Price 539.39
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment$50 000
TTM Distribution Yield -
Fund Objective
The Orbis Global Equity Fund remains fully invested in global equities. It aims to earn higher returns than world stockmarkets and has a benchmark of the FTSE World index, including income. The fund's currency exposure is managed relative to that of the FTSE World index.
Asset Classes and Holdings
Asset Classes as at 30 Sep 2025
 SA Equities0.00%  
 Foreign Equities95.60%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property2.26%  
 SA Cash0.00%  
 Foreign Cash2.14%  
Top Holdings
 
Holdings data for this fund is not available.
More Information and Research Tools
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