Seeking consistent positive returns.
Come rain or shine.
A different expression of the core Ruffer strategy, offered to external investors through a UCITS fund which trades daily.
The fund follows the Ruffer investment strategy which has been tried and tested for over 28 years. The fund has a simple aim – consistent positive returns in all market conditions. The fund is designed to protect and grow the value of its assets – avoiding large losses and harnessing the power of compounding over time.
Our approach has successfully navigated three major market crises – the dot.com bust, the global financial crisis and covid-19.
15 September 2021
To make our core investment strategy available to new UK audiences for whom daily liquidity can be key, such as independent financial planners, wealth managers and defined contribution pension schemes.
The Fund Managers are Duncan MacInnes and Ian Rees.
They are supported by Rachel Holdsworth as Fund Specialist.
The fund is a different expression of the same Ruffer strategy. It aims to deliver the same investment outcome in a more liquid manner. The asset allocation of the fund will not differ from the wider Ruffer strategy, but some of the assets used to express the asset allocation will vary from our flagship funds given liquidity requirements.
There are likely to be further new expressions of the Ruffer strategy released in response to demand from new audiences in the future. In all cases they will most likely be designed to address markets which have found it difficult to access our investment strategy, rather than representing a new underlying investment proposition.
The target audience is UK independent financial planners, wealth managers and defined contribution pension schemes for whom daily liquidity is often essential.
The Ruffer strategy has broad applicability. Its low correlation and positively skewed return profile makes it a useful diversifier within an overall investment portfolio. It can also be used for those with a particular vulnerability to capital drawdowns.
We are working towards making the fund available on all of the main financial advisor and defined contribution pension platforms particularly those that have been unable to list our existing funds due to daily dealing restrictions.
Click here for a list of current platform availability. If your preferred platform is not listed here, please email the platform’s business development contact to request for RDRF to be added. For any further questions please contact Alexander Bruce at Ruffer email@example.com
The fund can also be purchased directly from our authorised corporate director (ACD), Waystone Management (UK) Limited.
Targeted Absolute Return
Our investment strategy has broad applicability and could fit into multiple categories. Feedback regarding where our investors expect to find our funds (and its comparators) concluded RDRF should sit within the Targeted Absolute Return IA sector.
It is a UCITS-compliant structure which sits within the Targeted Absolute Return IA Classification.
Custody is with Bank of New York Mellon and administration with Waystone Management (UK) Limited.
Accumulation and income shares will be available, denominated in GBP.
NAV struck at midday with T+3 settlement.
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The fund uses a swing pricing policy overseen by Waystone Management (UK) Limited as ACD.
Please click here for information on how to invest.