Square Mile: Multi-asset funds to watch
Top performers and compelling newcomers in the spotlight
Orbis
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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
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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.