Annual Stewardship Report

For the year ending December 2020
Ruffer LLP
Franziska_Jahn-Madell
Franziska Jahn–Madell
Director, Responsible Investment
Alexia_Palacios
Alexia Palacios
Analyst, Responsible Investment

We believe that investing responsibly will lead to better long-term performance for our clients.

As an investment manager with a relatively concentrated portfolio of equity holdings, we believe ESG considerations represent both sources of value and also investment risks.


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Ruffer LLP

2020 Q4 report
In our latest quarterly report, Alexia Palacios reviews global efforts in the race to net-zero by 2050, and we share our stewardship and engagement activities during the fourth quarter of 2020.
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The race to net-zero
The UK made headlines in the summer of 2019 when it became the first major economy to pass a law requiring greenhouse gas emissions to be reduced to net-zero by 2050.
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Tailings dams
We have been mining the world’s natural resources for thousands of years. Yet the global demand for these is only likely to increase in the future, given their role in supporting economic and social progress and enabling innovations and technologies that are needed to address climate change.
Read

Past performance is not a guide to future performance. The value of investments and the income derived therefrom can decrease as well as increase and you may not get back the full amount originally invested. Ruffer performance is shown after deduction of all fees and management charges, and on the basis of income being reinvested. The value of overseas investments will be influenced by the rate of exchange.

The views expressed in this article are not intended as an offer or solicitation for the purchase or sale of any investment or financial instrument, including interests in any of Ruffer’s funds. The information contained in the article is fact based and does not constitute investment research, investment advice or a personal recommendation, and should not be used as the basis for any investment decision. This document does not take account of any potential investor’s investment objectives, particular needs or financial situation. This document reflects Ruffer’s opinions at the date of publication only, the opinions are subject to change without notice and Ruffer shall bear no responsibility for the opinions offered. Read the full disclaimer.

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