Orbis Investments has announced that its global equity fund, Global Balanced Fund and Global Cautious Fund OEICs, will now be available through the Aegon platform.
The suite of Orbis OEIC funds is now available on 17 adviser platforms, which the firm suggested underlines its commitment to serving UK retail and intermediary clients.
Orbis is a global, privately-owned investment firm, managing more than £27bn of assets, with offices across four continents and over 400 professionals.
The Orbis OEIC Global Equity Fund, launched in 2014, is aimed at investors with a horizon of five years or more, and its mandate is to deliver higher long-term returns than global stock markets without greater risk of loss.
Head of Orbis Investments in the UK, Dan Brocklebank, commented: “We are delighted to be working with Aegon, and to be able to partner in future with advisers who use the Aegon Platform or Aegon Retirement Choices.
“We believe that valuation risk is rife today as markets overall are not cheap. Markets are also in the process of adjusting to a normalisation of interest rates after a truly extraordinary era of historically cheap money.
“More than ever before, investors need to ensure that they have true diversification because winners in the next decade are likely to look very different to the winners of the last decade which have pushed global indices to elevated levels and extremes of concentration.”
Head of UK retail at Orbis, Marcel Bradshaw, added: “Aegon is the UK’s largest investment platform provider for advisers, so we are particularly pleased to now be a part of this family, and it means that Orbis funds now enjoy 90% market coverage.”
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