WS Ruffer Total Return

Fund Info Research Peers

Overview

Short-Form Report

Investment Objective

The fund aims to achieve low volatility, positive returns from an actively managed portfolio of different asset classes, including equities, bonds and currencies. Pervading this objective is a fundamental philosophy of capital preservation

Reference Index

FTSE Govt All Stocks & FTSE All Share

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.1 0.9 0.5 0.4 0.1 0.8 0.4 0.1 0.0 0.7 0.6 0.0 0.6
2022 0.5 0.1 0.4 0.9 0.6 0.9 0.0 0.1 0.7 0.7 0.3 0.4 0.7
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