Orbis OEIC Global Balanced Fund Standard Share Class

FUNDEUFUNDGBPGB00BJ02KY25
Latest Price
£33.9740
+0.3883 (+1.16%)
as of 6 May 2026

Educational tool only — Fund data is shown for informational purposes. This is not financial advice or a recommendation to buy or sell any security.

Price History

Performance

Total Return
+20.40%
over 1y
Annualized Return
+31.59%
CAGR
Volatility
7.8%
annualized
Max Drawdown
-5.6%
trough 27 Mar 2026
Sharpe Ratio
4.06
risk-adjusted return
Best Day
+1.42%
8 Apr 2026
Worst Day
-1.72%
3 Mar 2026
Data Points
172
1 Sept 2025 – 6 May 2026