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Ruffer Sicav-Ruffer UK Mid and Sm Cos-O-GBP-Cap

Ranked 48 out of 49 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Objective

The Fund will mainly invest directly in the equities and equity related securities of UK Mid and Small Cap Companies. On an ancillary basis, the Sub-Fund may have an exposure to the following asset classes: cash, debt securities of any type (including government and corporate debt), money market instruments, and any other equities and equity related securities.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 3.8% 5.5%
2016 6.1% 2.8% -4.1% 6.7% 0.9%
2015 19.8% 7.0% 10.6% 3.2% -1.9%
2014 3.3% 3.8% 0.6% -0.3% -0.9%
2013 33.8% 10.2% 10.0% 7.4% 2.9%
2012 6.9% 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date25/06/2012
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0788206679

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).