Orbis lowers performance fee across UK fund range
Moving from a 50:50 ratio to 60:40 split allows clients to retain clear majority of future outperformance
Orbis
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Is there such a thing as a ‘good’ performance fee?
‘It should not be like winning the lottery – you want managers to outperform the following year, not think about early retirement’
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Investors need to return to nuts and bolts
‘As good as Amazon, Google, Apple and Microsoft are, they can’t deliver without companies that make things’
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Orbis non-exec tarnished by bullying scandal steps back
Imran Gulamhuseinwala had joined the fund house’s board less than a year ago
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Rob Perrone: Why the 60/40 portfolio’s days are numbered
Video: Orbis multi-asset team member breaks down what has gone wrong with asset allocators’ ‘magic formula’
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Dan Brocklebank: Ad valorem fees are eroding trust and confidence in the industry
Video: Orbis Investments UK director on why fund buyers need to demand an alignment of interest between fund groups and end clients
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Orbis appoints Nextwealth boss Heather Hopkins as director
Ex-Platforum head joins the board alongside former EY fintech lead
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Orbis hails trio of underperforming funds as value for money due to fee structure
”In our view, the industry’s fee model is just not fit for purpose’
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Woodford profits highlight misalignment in ad valorem fees
Dividends since launch prompt ‘where are the customers’ yachts’ moment
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Pension fund’s fee demands reassuring for advisers
A policy from the world’s largest pension fund to only work with asset managers that adopt performance-based fees should be reassuring for advisers even if they lack the scale to make same demands, Orbis UK head Dan Brocklebank has argued.
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Orbis: Government bonds are the asset to avoid
Government bonds are “frighteningly risky” and the assets to avoid according to Ashley Lynn, an analyst at Orbis Investment.
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Getting to grips with Priips
After months of planning, EU regulations Mifid II and Priips finally came in to full force last week, but uncertainty around what it means for US funds on platforms remains.
