We have some exciting news on the latest upgrade to ATEB Suitability on 30th October 2024. This update comes at no additional cost and provides a new addition to our content integration library.

We have partnered with Orbis Investments to provide our customer firms with access to the following:

• A description of their service
• A description for each of their funds:
  • Orbis Global Cautious Fund
  • Orbis Global Balanced Fund
  • Orbis Global Equity Fund

This functionality can be enabled by a Company Administrator via the Content Integrations screen.

Founded in 1989, Orbis has been investing globally for over 30 years. Our mission is to transform lives by investing over the long-term to enhance our clients’ savings and wealth. We believe we can do this by applying our fundamental, long-term and contrarian investment philosophy:

Fundamental: We seek to invest in shares of companies that trade at a significant discount to our assessment of the intrinsic value of the business with an adequate margin of safety. 

Long-term: We cannot predict the length of time it will take for stocks to be priced more rationally so we are prepared to wait patiently for our investment ideas to bear fruit. In the past we have sustained our conviction in the face of short-term pressure.

Contrarian: To deliver above-average investment returns we believe one must be willing to take a different view from the market. We are comfortable for our portfolios to deviate from their benchmarks, sometimes substantially.

To support this mission, we have structured our firm in a way that requires us to deliver meaningful value-for-money to our clients. We also recognise that without our clients’ trust and confidence, our firm cannot—and should not— survive.

Orbis offers two fee structures, the standard fee and the fixed fee. The standard fee charges a performance fee of 40% of the outperformance over the benchmark which is refunded at the same rate in times of underperformance. The fixed fee charges 1.2%.

Interested in exploring our key features and benefits? Click the link below:

Key-Features and Benefits

Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available on our Help & Support Portal.

Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.