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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 returned 7.3% in 2013.

A 17% position in Japanese equities helped boost returns last year but has weighed down performance in 2014 along with the trust moving from a premium to a discount.

There is however an absolute return approach so this is offset via around 25% in inflation linked bonds. This is due to the duo believing that inflation will be the long term outcome from all the central bank intervention we have seen over recent years.
 

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?

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