Orbis OEIC Global Balanced Standard (FUND:BH6XLK8) - Fund price

Fund Report

Orbis OEIC Global Balanced Fund Standard Share Class

Morningstar Rating™ (Relative to Category) 30/09/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Moderately Adventurous AllocationClick here to see our Methodology
3-YearBelow AverageAverageStarRatingValueLabel_2
5-YearAbove AverageAbove Average4 Stars
10-Year--Not Rated
OverallAverageAbove AverageStarRatingValueLabel_3
Modern Portfolio Statistics 30/09/2019
 Standard Index
Morningstar UK Moderately Adventurous
Best Fit Index
FTSE All-World Shariah TR USD
3-Yr R-Squared68.9573.62
3-Yr Beta0.930.64
3-Yr Alpha-3.17-2.68
Return/Risk Analysis 30/09/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation10.237.649.00
3-Yr Mean Return-4.454.138.86
Sharpe Ratio-0.520.460.89
Sortino Ratio---
Positive Months62239
Negative Months61421
Worst Month-4.63-4.63-4.68
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