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ORBITA GLOBAL OPPORTUNITIES STRATEGY USD - Fund overview

No Bestinvest rating


Overview of ORBITA GLOBAL OPPORTUNITIES STRATEGY USD

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ORBITA GLOBAL OPPORTUNITIES STRATEGY USD does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  July, 2000
Size  £1,223m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 1,366,824.00p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.00%

Bestinvest says


No information available.

Portfolio

orbita global opportunities strategy usd asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds
Quality bonds
Property
Commodities
Hedge 100%
Fund cash
orbita global opportunities strategy usd equity geographic illustration
Allocation Proportion
UK 25%
Europe 25%
Nth America 25%
Japan 20%
Pacific 5%
Other Equity
orbita global opportunities strategy usd equity capitalisation illustration
Allocation Proportion
Large Caps
Mid Caps
Small Caps 100%

Investment process


No information available.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest. This will be on a fee basis and is restricted to advice on portfolio management. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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