Charity Assets Trust

Applying an ethical investment policy

The full policy can be found here.

The Charity Assets Trust combines Ruffer’s established investment approach with a responsible policy that addresses the concerns of many charities.

This policy imposes strict restrictions on investment in alcohol, armaments, gambling, pornography, tobacco, oil sands and thermal coal. It also follows a proactive voting and engagement approach with companies held within the fund. The fund is monitored against UN Global Compact principles, MSCI’s ESG Metrics and the managers also monitor the fund’s carbon metrics.

The Charity Assets Trust is regulated by the Charity Commission and is exclusively for the use of eligible UK charities.

The Trust is managed by Ruffer AIFM Limited, which is authorised and regulated by the Financial Conduct Authority. Ruffer AIFM Limited is a wholly owned subsidiary of Ruffer LLP.

Fund Manager

At a glance – 12 Jun 2019

Launch date

8 Mar 2012

Launch price

100.00p

Accumulation units

129.75p

Income units

113.11p

Latest fund report

Select from the options below to view historic reports

Buying into the fund

To invest in the Charity Assets Trust, please contact our charities team.

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Benjamin Boucher–Ferté

Investment Director

Graduated from ESCP Europe in 1999 and joined the Private Wealth Management group of Goldman Sachs in London after completing his National Service with Renault Financial Services. In 2004, he participated in the launch of Fulcrum Asset Management where he was a Director until 2010, when he joined Ruffer.