MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund seeks to balance investment returns, capital growth, and risk of loss using a diversified global portfolio. To meet this objective, the Fund is targeting outperformance of the returns of its Benchmark, 60% MSCI World Index and 40% JP Morgan Global Government Bond Index hedged into Sterling. This Benchmark combines indices which measure the performance of some of the largest companies listed on world stock exchanges and bonds issued by governments around the world.

Fund Managers

Orbis Investment Management Ltd

Orbis’ approach is designed to harness the best ideas of our best analysts. The independent recommendations of these analysts, made after a rigorous peer review process, serve as the raw materials for all of the Orbis Funds. For each Fund, designated individuals then combine our strongest security ideas into a portfolio that is appropriate for the Fund’s mandate, and that reflects broader market and portfolio-level considerations. William Gray, head of the investment team since 2000, is responsible for the firm’s investment process overall.

Alec Cutler

Bachelor of Science (Honours) in Naval Architecture (United States Naval Academy), Master of Business Administration (The Wharton School of the University of Pennsylvania), Chartered Financial Analyst. Alec joined Orbis in 2004 and is a Director of Orbis Holdings Limited. He previously worked for 10 years at Brandywine Asset Management, LLC managing the Relative Value strategy, co-managing the Large Cap Value area and co-managing the firm as a member of the Executive Committee.