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.
Scrabbling around for income
Income-hungry investors beware: coronavirus fallout makes High Yield even higher risk.
Sponsored by Ruffer
Investing, a back to basics guide for the charity trustee
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.
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