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This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

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David Ballance

David Ballance

About David Ballance

David Ballance graduated from Oxford University and started his career with Allied Dunbar, where he was a senior investment manager before he left to join Threadneedle Investment Managers as head of European equities. David moved to Rothschild Asset Management in the same position, and later joined Rothschild Private Management where he was head of International equities. Since 2006, David has been an investment director at Ruffer and co-manages the CF Ruffer Total Return Fund alongside Steven Russell.

Are you David Ballance?
Funds Managed
  1. CF Ruffer Total Return

Citywire Rating: + rated

2013

  • SRated A in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SRated A in Sep 2014
  • ORated Plus in Oct 2014

Performance

Mixed Assets - Absolute Return
over : 30/09/2013 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.8% -0.9% 0.4% 2.4%
2013 9.6% 10.1% -1.3% 0.0% 0.9%
2012 2.7% 2.2% -3.3% 1.3% 2.6%
2011 1.2% 0.0% 1.0% -2.0% 2.2%
2010 13.9% 5.6% -0.7% 3.1% 5.3%
2009 2.1% 2.1%

Related News

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The last few weeks have been little fun for fund managers. Analysis over a 12-day period offers an interesting insight how the stars and the less known names fared.

Why fears of a Chinese bubble are leading Ruffer into Japan

Ruffer's AA-rated team of David Ballance and Steve Russell are increasingly worried about the health of the Chinese economy but see hope for perennial underachiever Japan. 

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This week CF Ruffer Total Return v Newton Real Return. 

Massive outperformance earns Ruffer duo top AAA rating

CF Ruffer Total Return fund's 44.06% gain over 30 months earns managers David Ballance and Steve Russell their first Citywire AAA rating

Exceptional cautious strategy gives Ruffer credit crunch crown

Ruffer Investment Management's impressive cautious managed team has been a key factor behind the outstanding performance of the firm's private client service.

Sector Watch: Pain continues for Cautious Managed sector

Only seven out of 85 managers in the Cautious Managed sector delivered positive returns for the 12 months to the end of July, with the months of May through to July proving particularly tough.

Reader Survey: Advisers call for cautious funds to cut equity exposure

The majority of UK advisers feel cautious funds are being anything but that, according to our monthly survey.

Sector watch: Cautious approach fails to beat the crunch

Managers in the Cautious Managed sector have ended the 12 months to the end of June with an average loss of 5.77%, further raising the question of whether managers are being more careless than cautious.

Major Cautious Managed funds fail to smooth out volatility

Research by Citywire indicates that investors looking for security in Cautious Managed funds may be in for a far bumpier ride than they might reasonably expect.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.