LF Ruffer Total Return Fund C AccumulationRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -6.5 | 8.4 | 11.9 | 8.8 | -1.5 |
| +/-Cat | 0.7 | -3.9 | 7.3 | 0.1 | 5.9 |
| +/-B’mrk | -3.7 | -4.5 | 6.6 | 0.8 | 3.9 |
| Category: GBP Flexible Allocation | ||||||
| Category Benchmark: Morningstar UK Mod Tgt Allo... | ||||||
| Key Stats | ||
| NAV 10/08/2022 | GBX 547.25 | |
| Day Change | 0.11% | |
| Morningstar Category™ | GBP Flexible Allocation | |
| IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
| ISIN | GB00B80L7V87 | |
| Fund Size (Mil) 31/07/2022 | GBP 3540.02 | |
| Share Class Size (Mil) 10/08/2022 | GBP 1117.42 | |
| Max Initial Charge | 5.00% | |
| Ongoing Charge 04/06/2021 | 1.21% | |
| Morningstar Research |
| Analyst Report |
LF Ruffer Total Return benefits from a clear and consistent focus on capital preservation, with a well-resourced, experienced, and collegiate investment team. The strategy’s clean C share class retains the Morningstar Analyst Rating of Bronze,... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Above Average |
| Parent | Above Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: LF Ruffer Total Return Fund C Accumulation |
| The investment objective of the Fund is to achieve low volatility, positive returns from an actively managed portfolio of different asset classes, including equities, bonds and currencies. The sub-fund may also invest in collective investment schemes, cash, money market instruments, other transferable securities and derivatives and forward transactions and other investments to the extent that each is permitted by the Regulations. Pervading this objective is a fundamental philosophy of capital preservation. |
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| Management | ||
Manager Name Start Date | ||
Steven Russell 01/10/2006 | ||
Matt Smith 01/10/2019 | ||
| Click here to see others | ||
Inception Date 19/09/2012 | ||
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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 LF Ruffer Total Return Fund C Accumulation | 31/07/2022 |
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