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.
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:
Over its long history, Ruffer has generated returns of more than 8% per annum, in line with global equities but with significantly less volatility.
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.
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 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.
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 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.
Income-hungry investors beware: coronavirus fallout makes High Yield even higher risk.
Sponsored by Ruffer
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