Offering an approach that is deliberately different

Investing for financial planners across the country

Your clients like making money, and hate losing it. Most will hate losing money more than they like making it.

At Ruffer, this shapes our investment philosophy, and the way we invest.

We offer a distinctive all–weather approach, designed to perform in all market conditions. Our focus is on capital preservation and prudent growth.

At a glance

How 

Financial planners use Ruffer to bolster returns, provide diversification, and help control risk
Approach Single multi-asset investment approach
Returns Long-term returns ahead of cash, inflation and UK equities
Protection Clients protected from the bursting of the dot.com bubble, the credit crisis and the crash in Q1 2020, but please remember past performance is not a guide to future performance
Perhaps An attractive alternative to volatile equity markets
Philosophy Unchanged since we started in 1994
ESG Fully integrated into our investment process
PARTNERING WITH RUFFER

Some financial planners appoint us as a discretionary investment manager. Others prefer to invest some or all of their clients’ assets in a Ruffer fund. 

Discretionary service

This is the appropriate solution for those seeking to outsource the day–to–day management of their clients’ investments.

Each client has a dedicated portfolio manager at Ruffer, who would work closely with you, as part of a personal and professional service. 

Core funds

As a financial planner using our funds, you can have a dedicated point of contact at Ruffer, offering you hands–on support and access to our investment team.

Our flagship fund is the LF Ruffer Total Return Fund. The fund follows Ruffer’s investment philosophy and process and has been risk rated by Defaqto.

We also have three other vehicles that offer different expressions of our core approach. Ruffer Total Return International (which offers shares in a variety of currencies), Ruffer Investment Company Limited (which offers shares that trade on the London Stock Exchange) and the Charity Assets Trust (a common investment fund designed to meet the specific needs of eligible UK charities).

Our aim is to build strong relationships with financial planners – relationships that allow both you and us to focus on what we do best.
Bertie Dannatt, Investment Director
INVESTING DIRECTLY
For our discretionary service or if you would like to invest in one of our funds, please contact Toby or Josh directly via the details below.

Our funds are also available on platforms listed below.

Alternatively your clients can invest through our authorised corporate director, Link Asset Services. Many widely available SIPP products will be able to invest in this manner.

who to contact
Toby_Barklem
Toby Barklem
Business Development Director
Joined Ruffer in 2017, having spent five years at Standard Life Aberdeen in a variety of business development roles focused on financial advisers. He studied history, initially graduating from Exeter University in 2003 and then latterly Imperial College London. Following this he spent seven years as an officer in the British Army.
Joshua_Gunson
Joshua Gunson
Business Development Manager
Joined Ruffer in 2010, working in the Product and Fund Relations teams. He holds a degree in philosophy from the University of Nottingham and an MBA with distinction from Cass Business School, and focuses on building relationships with financial planners and wealth managers throughout the UK.
Falling profits, a re-energised workforce calling for its rights, a shortage of prosperity to start paying down debts – it all adds up, in our view, to a re-run of Britain and much of Europe in the 1970s.
Jonathan Ruffer, Chairman
Unbeknownst to many shareholders, corporate management have been engaged in a previously implicit, but now very explicit, trade-off between optimisation and resilience.
Duncan MacInnes, Investment Director
The markets have wired themselves to the wrong inevitabilities.
Henry Maxey, Chief Investment Officer, ON THE DEFLATION MACHINE
London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussman
75008 Paris, France