Aegon has added funds from Orbis Investments to its Aegon Platform and Aegon Retirement Choices.
Orbis’ Global Equity Fund, Global Balanced Fund and Global Cautious Fund OEICs are available.
The suite of OEIC funds is now available on 17 adviser platforms.
The Orbis OEIC Global Equity Fund launched in 2014. It is aimed at investors with a horizon of five years or more with a mandate is to deliver higher long-term returns than global stock markets without greater risk of loss.
The Orbis OEIC Global Balanced Fund launched in 2014. It is designed for investors with an investment horizon of more than three years seeking a balance of investment returns and risk of loss by investing in a diversified global portfolio of equities, fixed income instruments and, at times, commodity-linked instruments in a single fund.
The Orbis OEIC Global Cautious Fund launched in 2019. It is designed for investors with an investment horizon of more than three years who are seeking a cautious balance between investment returns and risk of loss by investing in a diversified global portfolio of equities, fixed income instruments and, at times, commodity-linked instruments in a single fund.
Marcel Bradshaw, head of UK retail at Orbis, said: “Aegon is the UK’s largest investment platform provider for advisers, so we are particularly pleased to now be a part of this family, and it means that Orbis funds now enjoy 90% market coverage.
“Our contrarian, value-based approach is now widely available to advisers at an opportune time as many are grappling with the results of 60/40 approaches which, frankly, are not ideally balanced for today’s market conditions.”
Orbis offers a refundable performance-based fee with no base component, that is clients pay no ongoing charges and during periods of underperformance, performance fees are refunded.
Orbis is a global, privately-owned investment firm, founded in 1989 and managing in excess of £27bn of assets, with offices across four continents and 400 staff.
