Ruffer SICAV - Ruffer Total Return International O CHF CapitalisationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 18.6 | 6.0 | 15.1 | -6.8 | -6.0 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Allocation | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/08/2024 | CHF 1.38 | |
Day Change | -0.33% | |
Morningstar Category™ | Other Allocation | |
ISIN | LU0638558808 | |
Fund Size (Mil) 13/08/2024 | GBP 4396.40 | |
Share Class Size (Mil) 13/08/2024 | CHF 5.00 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 19/02/2024 | 1.56% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
Ruffer Total Return International 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... | |
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 O CHF Capitalisation |
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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alexander Lennard 14/07/2011 | ||
Inception Date 13/07/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Ruffer SICAV - Ruffer Total Return International O CHF Capitalisation | 30/04/2024 |
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