Ruffer
Ruffer is an investment management firm, with a distinctive approach to investing, which we believe is well suited to the needs and goals of charities and their trustees. We focus on delivering ‘all weather’ investment returns and protecting and growing the value of our clients’ assets throughout the market cycle. Instead of following benchmarks, we aim not to lose money in any single year and to deliver a return significantly greater than the risk free alternative of cash on deposit. By aiming to avoid the cyclical gyrations of the market, we aspire to provide a less volatile experience for our charity clients.
We manage over £20bn of assets, including £2bn for over 300 charities as at 31 December 2018. A dedicated portfolio manager works with each charity to build a portfolio, taking into consideration the charity’s responsible investment concerns, where appropriate. We do not have a minimum investment size – we will work with charities of all shapes and sizes to provide an investment service that suits them.
Ruffer is a signatory to the UNPRI. We regularly host conferences and seminars, bringing charitable organisations together to discuss the key investment challenges they face. We also manage a fund specifically for charities, the Charity Assets Trust.
We are based in Edinburgh and London and look after clients all over the UK.
For more information please visit www.ruffer.co.uk or contact Jenny Renton jrenton@ruffer.co.uk
Offer to ACOSVO Members & CNS participants:
Ruffer can also offer ACOSVO members the following benefits
Bespoke ‘introduction to investments’ seminars
Assistance in the development of a responsible investment policy
Use of our offices (in Edinburgh or London) for trustee meetings
Invitations to workshops/seminars and our biennial Charity Investment Conference
Resources: