Suite of Orbis strategies added to Aegon platform

Orbis Global Equity, Global Balanced, and Global Cautious strategies

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Global investment manager Orbis Investments has made a range of funds available on the Aegon platform.

The Orbis Global Equity, Global Balanced, and Global Cautious strategies are now accessible on 17 adviser platforms.

The firm, which manages £27bn assets, offers a refundable performance fee when its strategies underperform.

See also: Should advice firms set up in-house investment platforms?

Dan Brocklebank (pictured), head of Orbis Investments in the UK, said: “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.”

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