Citywire Selection Verdict: Managers Steve Russell and Hamish Baillie admit the trust made slow progress in 2012. But their long term record of capital preservation still stands out. The multi asset approach has nearly a quarter of the fund in inflation linked bonds. International blue chips, gold bullion and gold equities are also in favour. A near 20% position in Japan is one they are notably backing to boost returns a call which has helped them start 2013 on a firm footing. An alternative way to access this strategy is through the CF Ruffer Total Return fund.
For more details view the latest fund factsheet