Top ten most recommended multi-asset solutions in Q2 revealed

Orbis fund places first

Isabel Baxter
clock • 2 min read

Orbis’ OEIC Global Balanced Fund made the number one spot for Defaqto’s top ten most recommended multi-asset investment solutions by value for the first half of 2026.

The data showed that as at the end of Q2 2026, there was a change at the top, with the Orbis OEIC Global Balanced fund taking the top spot, which had previously been held by the HSBC Global Strategy Balanced fund. As at the end of 2024, the Orbis fund did not place in the top ten generated from Defaqto Engage data. Through 2025, it moved into prominence within the top 10 table to eventually finish 2025 as the second most popular multi-asset fund. It now holds the number one spot. There were no new entrants within the top ten, Defaqto found, compared to the end of Q1 2026, wit...

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