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CF RUFFER ABSOLUTE RETURN O - Fund overview

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Overview of CF RUFFER ABSOLUTE RETURN O

This fund is not available to retail investors. Clients looking for exposure to Ruffer's investment process should look at the Ruffer Total Return OEIC or the closed-ended Ruffer Investment Company.

Standard Initial Charge

7.50% 7.50%

Fund summary

Sector  Unclassified
Product type  OEIC
Launched  January, 2006
Size  £1,827m
Yield 2.6%
Charging basis  –
Dividends paid  Jun & Dec
Bid price(inc) 133.18p
Bid price(acc) 154.11p

Fund Charges

Standard Initial charge 7.50%
Initial charge via Bestinvest 7.50%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.56%
Reduction in yield (10yr) 2.32%

Bestinvest says


No information available.

Portfolio

cf ruffer absolute return o asset allocation illustration
Allocation Proportion
Equity 45%
High yield bonds 2%
Quality bonds 38%
Property 1%
Commodities 1%
Hedge 1%
Fund cash 12%
cf ruffer absolute return o equity geographic illustration
Allocation Proportion
UK 31%
Europe 13%
Nth America 24%
Japan 27%
Pacific 3%
Other Equity 2%
cf ruffer absolute return o equity capitalisation illustration
Allocation Proportion
Large Caps 74%
Mid Caps 11%
Small Caps 15%

Investment process


The investment objective of the fund is to achieve low volatility, positive returns from an actively managed portfolio of different asset classes, including internationally listed or quoted equities or equity related securities (including convertibles) or bonds which are issued by corporate issuers, supra-nationals or government organisations and currencies. The Fund may also invest in collective investment schemes, cash and money market instruments. Pervading this objective is a fundamental philosophy of capital preservation.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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