Orbis funds added to Aegon platforms
[ad_1]
Aegon has added funds from Orbis Investments to its Aegon Platform and Aegon Retirement Selections.
Orbis’ International Fairness Fund, International Balanced Fund and International Cautious Fund OEICs can be found.
The suite of OEIC funds is now out there on 17 adviser platforms.
The Orbis OEIC International Fairness Fund launched in 2014. It’s geared toward buyers with a horizon of 5 years or extra with a mandate is to ship larger long-term returns than international inventory markets with out better danger of loss.
The Orbis OEIC International Balanced Fund launched in 2014. It’s designed for buyers with an funding horizon of greater than three years searching for a steadiness of funding returns and danger of loss by investing in a diversified international portfolio of equities, mounted earnings devices and, at occasions, commodity-linked devices in a single fund.
The Orbis OEIC International Cautious Fund launched in 2019. It’s designed for buyers with an funding horizon of greater than three years who’re searching for a cautious steadiness between funding returns and danger of loss by investing in a diversified international portfolio of equities, mounted earnings devices and, at occasions, commodity-linked devices in a single fund.
Marcel Bradshaw, head of UK retail at Orbis, stated: “Aegon is the UK’s largest funding platform supplier for advisers, so we’re significantly happy to now be part of this household, and it implies that Orbis funds now get pleasure from 90% market protection.
“Our contrarian, value-based method is now extensively out there to advisers at an opportune time as many are grappling with the outcomes of 60/40 approaches which, frankly, aren’t ideally balanced for right this moment’s market situations.”
Orbis gives a refundable performance-based price with no base element, that’s purchasers pay no ongoing expenses and during times of underperformance, efficiency charges are refunded.
Orbis is a worldwide, privately-owned funding agency, based in 1989 and managing in extra of £27bn of property, with places of work throughout 4 continents and 400 workers.
[ad_2]
