Twitter icon Email alerts icon Latest News RSS icon Magazine icon Stay connected:

View the article online at http://citywire.co.uk/wealth-manager/article/a384895

Ruffer Investment Company

on Jul 06, 2012 at 00:01

Citywire Selection Verdict:  The multi asset approach run by Steve Russell and Hamish Baillie is a standout performer over the last decade. It has insulated investors from the large market swings and after standing still during 2012 the trust returned nearly 10% in 2013.

A 17% position in Japanese equities has boosted returns after a strong run for the market. There is however an absolute return approach so this is offset via 30% in inflation linked bonds and nearly 10% cash.

The duo are cautious on market optimism believing the equity market rise is based on similar foundations to those which brought about the financial crisis - namely artificially low interest rates.

 

An alternative way to access this strategy is through the CF Ruffer Total Return fund .

For more details view the latest factsheet .

2 comments so far. Why not have your say?

proofreader

Sep 15, 2011 at 13:19

since when was Daiwa a tech stock?

report this

Anonymous 1 needed this 'off the record'

Feb 03, 2012 at 11:53

.7% commendable?

well with inflation at 5.5% that is a real loss of 4.8%

an ordinary risk free savings a/c could return say 2.5%?

what description would you give an investment that actually made money for investors?

report this

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Long time coming: is the recovery here to stay?


Ian McVeigh and Steve Davies, managers of Jupiter's UK Growth fund, talk about their predictions for the UK equity space. Click here to watch a series of sponsored interviews with Jupiter's fund managers on the UK equity market.

Today's top headlines

More about this:

Look up the funds

  • CF Ruffer Total Return O Inc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the shares

  • Vodafone Group PLC (VOD.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • BT Group PLC (BT.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • RSA Insurance Group PLC (RSA.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Vodafone Group PLC
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • BT Group PLC
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Carphone Warehouse Group PLC
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the investment trusts

  • Ruffer Investment Company (Ordinary Share)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the fund managers

  • Steve Russell
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Archive

On the road

Click here to find out more from the Audience Development team.

Sorry, this link is not
quite ready yet