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 2023
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.
19 January 2023 10:10
For the past 40 years or so geopolitics and inflation have been, by and large, in harmony with one another, producing a fertile environment for charity investors. But what if this changes? Will the future be as positive for charity returns as the past has been? Will the old ways of constructing portfolios still have merit in the future? And must we now look at the world through a new lens, that unearths new opportunities and threats? Ruffer’s Ajay Johal will make the case that we are entering into a new investment regime and, as a result, a new investment approach is required
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Speaker
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.
In 2019, he worked as an equity analyst in Ruffer’s Hong Kong office, before returning to the charities team in London as an Investment Manager. He is a member of the Chartered Institute of Securities & Investment and is co-manager of the Charity Assets Trust.
Commercial opportunities
Find out the many ways in which your organisation can benefit from a commercial partnership with ICAEW.
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