Three Orbis Investments funds are now available through the Aegon Platform and Aegon Retirement Choices.
The inclusion of the Orbit Global Equity, Global Balanced and Global Cautious funds on Aegon platform, means the suite of Orbis OEIC funds is now available on 17 adviser platforms.
Dan Brocklebank, 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.
“At Orbis, we don’t chase fads or offer a stream of funds to cater to whatever is flavour of the month. Long-term thinking permeates everything we do, and our value-oriented approach has been tested and proven through many cycles, and over more than 30 years. Our multi-asset funds in particular (the Global Balanced Fund and Orbis Global Cautious Fund) offer genuine alternatives for investors and their advisers who share our concerns about valuation risk.”
Marcel Bradshaw, head of UK retail at Orbis, added: “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.
“We are proud to stand by our refundable performance-based fee with no base component; clients pay no ongoing charges and during periods of underperformance, performance fees are refunded. Clients therefore only pay fees if we add value through our investment decisions.”
