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Orbis Global Balanced Fund: Balancing the generation of investment returns and risk of loss

New to mFund
7 December 2018

Access the Orbis Global Balanced Fund via mFund code: ORB02

Investment strategy

The Fund seeks to balance the generation of investment returns and risk of loss with a diversified global portfolio of publicly listed companies, fixed income instruments and commodity-linked instruments. It aims to earn higher long-term returns than its benchmark, which is comprised of 60% MSCI World Index with net dividends reinvested, expressed in AUD, and 40% JP Morgan Global Government Bond Index, hedged into AUD.

Benefits of investing in the Fund

The Fund is designed for investors seeking a contrarian investment style and exposure to global markets. The Fund offers access to Orbis’ globally integrated investment research team located around the world.

Investment philosophy

Orbis is an international contrarian investment firm, managing approximately AUD 50 billion in global and regional equity funds. Our worldwide team comprises over 400 professionals, with over 60 investment specialists, based in London, San Francisco, Hong Kong, Tokyo, Bermuda and Sydney. International investors have been investing in Orbis’ flagship Bermuda based Global Equity Fund for nearly 30 years.

Find out more

  • Visit our website to invest in a few easy steps and to learn more about the Global Balanced Fund
  • Keep informed with our latest thinking – visit our Insights page to hear from our global investment specialists
  • Visit the Fund Information page


The issuer of units in the Orbis Global Balanced Fund (Australia Registered) (the Fund) is Equity Trustees Limited AFSL No 240975. This information is general financial product advice only and does not take into account your personal circumstances. Please read the Fund’s most recent Product Disclosure Statement before making an investment decision.