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.
|
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 |
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 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.
