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Headline sponsor of ICAEW's Virtual Charity Conference 2021

Ruffer

Ruffer manages £20bn in client assets and is a top ten UK charity investment manager. It seeks to deliver consistent positive returns, whatever happens in financial markets.
ruffer.co.uk
Ruffer
Find out more about one of the UK's top charity investment managers. Read more

Ruffer takes on the responsibility of investing a charity’s assets, including managing risk and coping with uncertainty. With a focus on capital preservation and prudent growth, Ruffer stands as a partner with charity trustees for the long haul.

Products and services

Ruffer has a 25-year track record of investing on behalf of charities, private individuals and institutions. Ruffer’s investment approach has remained unchanged from when the firm started in 1994. It actively manages investments to achieve two investment aims:

  • Not to lose money in any 12-month period.
  • To grow the value of clients’ assets over the long term, outpacing the alternative of placing cash on deposit.

Over its long history, Ruffer has generated returns of more than 8% per annum, in line with global equities but with significantly less volatility.

Responsible investment

Ruffer is committed to being a good steward of client’s assets. To that end, environment, social and governance issues are fully integrated into the investment process.

Whether it’s climate change or indigenous rights, executive pay or workforce safety, Ruffer believes its considered approach helps it make better decisions.

Charity Assets Trust

This fund follows the core Ruffer investment strategy and is regulated by the Charity Commission exclusively for the use of eligible UK charities. The fund’s comprehensive responsible investment policy has been shaped by the concerns of many charities.

ICAEW's Virtual Charity Conference 2021

ICAEW's popular annual Charity Conference has been designed to prepare you with the knowledge to thrive in challenging times with vital accounting, governance and taxation updates affecting the charity sector.

21 January 2021 11:00
Investing in an era of COVID-19 and political change

Ajay Johal (Charity Investments Manager) and Fiona Ker (Senior Investment Associate) discuss the investment outlook and how recent global events might further impact markets. This forward-looking session considers asset allocation as Johal and Ker talk through key themes and investments which Ruffer believes will help to ensure you are well positioned for the road ahead.

Find out more and book tickets

Speakers

Ajay Johal, Charity Investments Manager

Ajay graduated from the University of Warwick with a degree in history and sociology and worked at Barclays Wealth before joining Ruffer in 2014.

He is a member of the charities team and is a member of the Chartered Institute of Securities & Investments.

Fiona Ker, Senior Investment Associate

Fiona graduated with an honours degree in singing performance from the Royal Conservatoire of Scotland and went on to qualify as an ICAEW chartered accountant with Ernst & Young.

She joined Ruffer in 2017 in Edinburgh and is a member of the Chartered Institute of Securities and Investments.

Logo of Ruffer an ICAEW commercial partner

More information

Article
Ruffer - Charity finances through a pandemic Charity finances through a pandemic
  • Article
  • 01 Jul 2020
  • 19:05 - 19:05 BST

A three-minute guide for trustees.

Sponsored by Ruffer

Article
Ruffer - Scrabbiling around for income Scrabbling around for income
  • Article
  • 01 Jul 2020
  • 00:00 - 19:15 BST

Income-hungry investors beware: coronavirus fallout makes High Yield even higher risk.

Sponsored by Ruffer

Guide
Ruffer - Investing back to basics guide Investing, a back to basics guide for the charity trustee
  • Report
  • 01 Sep 2019
  • 00:00 - 19:07 BST

This short guide is a one-stop shop for trustees when it comes to considering a charity’s investments. The guide discusses the main asset classes, investment risk, how to measure performance, ethical considerations and diversification.

Sponsored by Ruffer

Commercial opportunities

Find out the many ways in which your organisation can benefit from a commercial partnership with ICAEW.

Find out more