Ruffer SICAV - Ruffer Total Return International I GBP DistributionRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 13.3 | 9.7 | 6.2 | -6.4 | -2.7 | |
+/-Cat | 8.7 | 1.0 | 16.2 | -12.5 | -3.4 | |
+/-B’mrk | 8.0 | 1.7 | 15.5 | -15.7 | -3.9 | |
Category: GBP Flexible Allocation | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 27/03/2024 | GBP 1.70 | |
Day Change | 0.15% | |
Morningstar Category™ | GBP Flexible Allocation | |
IA (formerly IMA) Sector | - | |
ISIN | LU0779209195 | |
Fund Size (Mil) 27/03/2024 | GBP 4593.98 | |
Share Class Size (Mil) 27/03/2024 | GBP 171.00 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 1.03% |
Morningstar Research |
Analyst Report | 13/03/2024 Tom Mills, Senior Analyst Morningstar, Inc |
Ruffer Total Return International benefits from a clear and consistent focus on capital preservation, with a well-resourced, experienced, and collegial investment team. The strategy’s clean C share class retains its Morningstar Analyst Rating of... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Ruffer SICAV - Ruffer Total Return International I GBP Distribution |
The investment objective of the Sub-Fund is to achieve positive returns from an actively managed portfolio. The Sub-Fund may have exposure to the following asset classes: cash, debt, securities of any type (including government and corporate debt), equities and equity related securities and commodities (including precious metals). Overriding this objective is a fundamental philosophy of capital preservation. Investors should note that there can be no assurance that the investment objective will be achieved. |
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Management | ||
Manager Name Start Date | ||
Alex Lennard 14/07/2011 | ||
Inception Date 17/05/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK Mod Tgt Alloc NR GBP |
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Portfolio Profile for Ruffer SICAV - Ruffer Total Return International I GBP Distribution | 30/11/2023 |
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