A strong track record

Built around making steady gains and avoiding large losses

Over 26 years, the typical Ruffer portfolio has produced an average return of 9.1% a year, after all fees and charges.

This is ahead of stock markets, cash and inflation in the US, UK, Europe and Japan. 

During this period, we have preserved our clients’ capital through some very difficult markets – including the crashes of 2000 to 2003, 2007 to 2009 and early 2020.

Our track record has been built on the steady compounding of positive returns. And our performance has come with a low correlation to conventional investment strategies, offering clients a different pattern of returns.

That said, sometimes our performance is dull. Sometimes the markets race ahead of us.

We believe it is only by preserving capital in difficult times that we can hope to achieve good returns over the long term.

regulatory performance disclosure

Source: Ruffer, FTSE, Bloomberg. Cumulative performance 30 June 1995 to 30 June 2021, in pounds sterling. All figures include reinvested income. Ruffer performance is shown after deduction of all fees and management charges. Calendar quarter data has been used up to the latest quarter end and monthly data thereafter. Ruffer LLP is authorised and regulated by the Financial Conduct Authority.

Past performance is not a guide to future performance, your investments can go down as well as up and you may not get back the full amount invested. The value of overseas investments will be influenced by the rate of exchange. The views expressed on this page are not intended as an offer or solicitation for the purchase or sale of any investment or financial instrument. The information contained on this page is fact based and does not constitute investment advice, research or a personal recommendation, and should not be used as the basis for any investment decision.

FTSE International (FTSE) © FTSE 2021. FTSE® is a trade mark of the London Stock Exchange Group companies and is used by FTSE International Limited under licence. All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and/or FTSE ratings or underlying data and no party may rely on any FTSE indices, ratings and/or data underlying data contained in this communication. No further distribution of FTSE Data is permitted without FTSE’s express written consent. FTSE does not promote, sponsor or endorse the content of this communication.

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At Ruffer, we are committed to being good stewards of our clients’ assets. To that end ESG issues are fully integrated...
Why Ruffer? And as important, why not? Before taking on a new client, we do all we can to set realistic expectations... 
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London SW1E 5JL
31 Charlotte Square
Edinburgh EH2 4ET
103 boulevard Haussmann
75008 Paris, France