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Orbis OEIC Global Balanced Standard

Price: £34.0215|Change: 0.09 (0.26%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Information Document (KID/KIID)/Product Summary

Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)1,654 GBP (13/05/2026)
Fund size (mil)2,299 GBP (13/05/2026)

Top 10 holdings

Assets in top 10 holdings %23.91
Total number of equity holdings115
Total number of bond holdings43
Holdings 31/03/2026% of assets
Taiwan Semiconductor Manufacturing Co Ltd3.89
Kinder Morgan Inc Class P3.66
iShares Physical Gold ETC2.63
Barrick Mining Corp2.31
Samsung Electronics Co Ltd Participating Preferred2.16
Newmont Corp2.09
Prysmian SpA1.97
Samsung Electronics Co Ltd1.92
Balfour Beatty PLC1.70
Drax Group PLC1.57