Ruffer Total Return Intl O CHF Cap |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 12.2 | 13.0 | 8.9 | -4.5 | -7.0 | |
+/-Cat | - | - | - | - | - | |
+/-Idx | - | - | - | - | - | |
Category: Other Allocation | ||||||
Benchmarks: - |
Key Stats | ||
NAV 16/05/2024 | CHF 1.39 | |
Day Change | 0.05% | |
Morningstar Category™ | Other Allocation | |
ISIN | LU0638558808 | |
Fund Size (Mil) 17/05/2024 | GBP 4539.59 | |
Share Class Size (Mil) 17/05/2024 | CHF 5.55 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 19/02/2024 | 1.56% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
Ruffer Total Return International benefits from a clear and consistent focus on capital preservation, with a well-resourced, experienced, and collegiate investment team. The strategy’s clean C share class retains the Morningstar Analyst Rating of... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Ruffer Total Return Intl O CHF Cap |
The investment objective of the Sub-Fund is to achieve positive returns from an actively managed portfolio. The Sub-Fund may have exposure to the following asset classes: cash, debt, securities of any type (including government and corporate debt), equities and equity related securities and commodities (including precious metals). Overriding this objective is a fundamental philosophy of capital preservation. Investors should note that there can be no assurance that the investment objective will be achieved. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alex Lennard 14/07/2011 | ||
Inception Date 13/07/2011 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Ruffer Total Return Intl O CHF Cap | 31/01/2024 |
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