CF Ruffer Total Return Super Inst I

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 315.73 Day Change GBX +2.53 (0.81%)
Price Date 7 Dec 2016 Crown Rating 1
Shares Class Inc. Yield 1.30 %
Total Expense Ratio 1.04 Fund Size 3,111,888,669.65
Launch Date 27/09/2000 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 30,000,000.00 Total Expense Ratio (%) 1.04
ISIN GB00B03JB118 Min TopUp (£) 0.00

Fund Objective

The fund aims to achieve low volatility, positive returns from an actively managed portfolio of different asset classes, including equities, bonds and currencies. Capital invested is at risk and there is no guarantee that a positive return will be delivered over any one or a number of twelve-month periods. The fund may also invest in collective investment schemes, cash, money market instruments, other transferable securities and derivatives and forward transactions. Pervading this objective is a fundamental philosophy of capital preservation.

Fund Managers

David Ballance
David Balance was Previously International Equities Head at Rothschild Private Management, he graduated from Oxford and was a Senior Investment Manager at Allied Dunbar, before moving to Threadneedle as Head of European Equities. He joined Ruffer in 2006.