Fund Research

Ruffer Investment Company

27 February 2018 View latest version

Ruffer Investment Company is focussed squarely on capital preservation, with an objective seeking to outperform cash, and not to lose money on a 12-month rolling basis. Ruffer has a good track record in beating its objectives.

This is primarily a long only vehicle, it also uses currencies and derivatives as part of its investment process and is managed on a day-to-day basis by Steve Russell, Hamish Baillie and Duncan MacInnes. The managers pursue a strategy that they freely admit will, from time to time, mean the trust forsakes ‘easy’ gains and the last three years have been an obvious example of that.

As a result, this is not a fund for those who want to chase a rampant bull market, but the real grit of this fund becomes evident during times of crisis. In 2008, when the MSCI World index lost 17.9% and the average trust in the AIC Flexible Investment sector lost 16.2%, Ruffer delivered positive returns of 24.1%.

This site is designed for investment professionals and other intermediaries authorised in the UK by the Financial Conduct Authority. If you are not an investment professional or authorised intermediary you should not proceed.

Read the full article

Fund History: Ruffer Investment Company

Related Research

Close

Welcome to Trust Intelligence

This site is designed for investment professionals and other intermediaries authorised in the UK by the Financial Conduct Authority. If you are not an investment professional or authorised intermediary you should not proceed.

By continuing to use this site, you confirm that you are a professional investor as defined in our terms and conditions.

Close Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.