Blog Archives

Orbis Global Equity Fund: A Reversal Of Fortunes

After a prolonged period of relative underperformance, since January this year the Orbis Global Equity Fund has meaningfully outpaced its benchmark in US dollars, returning almost 26%, compared with the FTSE World Index return of 10.2%.

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South Africa Joins the BRIC’s – Was That a Buy Signal?

In January 2011 we wrote an article on South Africa’s inclusion in the BRICS.

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Local collective investment schemes continue to draw record net inflows

The local Collective Investment Schemes (CIS) industry reported assets under management of R1.43 trillion at the end of September this year, following another quarter of exceptional net inflows.

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RE:CM – RE:FOCUS – Portfolio Manager Monthly – June 2013

RE:CM’s thinking behind selected recent management actions in Global Balanced Mandates and provides context to their current positioning against the backdrop of their investment opportunity set.

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RE:CM – RE:FOCUS – Portfolio Manager Monthly – May 2013

Describes our thinking behind selected recent management actions in Global Balanced Mandates and provides context to their current positioning against the backdrop of their investment opportunity set.

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Thought for the month: Negative emerging market capital flows require enhanced vigilance

The unusual synchronous exit of portfolio wealth from emerging markets raises some serious questions.

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Nedgroup Investments Rainmaker Fund Update

Fund update on the Nedgroup Investments Rainmaker Fund.

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Nedgroup Investments appoints new manager to their Global Balanced Fund

Nedgroup Investments is pleased to announce the appointment of US-based manager, First Pacific Advisors (FPA), to manage the Nedgroup Investments Global Balanced Fund.

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Foord Flexible Fund turns Five

The Foord Flexible fund turned 5.

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Unit trust inflows at record highs due to strong investor confidence

The local Collective Investment Schemes industry continued to benefit from strong investor confidence in the first quarter of this year, attracting net inflows of R47 billion.

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.