Ruffer SICAV - Ruffer Total Return International H GBP IncomeRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | -1.0 | |
+/-Cat | - | - | - | - | -3.8 | |
+/-B’mrk | - | - | - | - | -4.6 | |
Category: GBP Flexible Allocation | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 23/04/2024 | GBP 1.69 | |
Day Change | -0.36% | |
Morningstar Category™ | GBP Flexible Allocation | |
IA (formerly IMA) Sector | - | |
ISIN | LU2047577551 | |
Fund Size (Mil) 24/04/2024 | GBP 4487.19 | |
Share Class Size (Mil) 24/04/2024 | GBP 10.58 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 1.13% |
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 H GBP Income |
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 22/04/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Ruffer SICAV - Ruffer Total Return International H GBP Income | 31/12/2023 |
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