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LF Ruffer Gold O Acc

Ranked 6 out of 23 in - Gold & Precious Metals over 12 months
All calculations are in GBP unless stated

Managed by

Paul Kennedy

Objective

To achieve capital growth over the long term by investing principally in gold and precious metals related companies within the mining industry. The fund may also invest in collective investment schemes, cash, money market instruments, other transferable securities and derivatives and forward transactions and other instrument to the extent that each is permitted by the regulations.

Showing fund performance in Funds Insider View performance globally

Performance

Gold & Precious Metals over : 31/12/2017 - 31/12/2018

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -9.0% -5.6% 5.7% -15.7% 8.3%
2017 3.0% 4.6% -4.5% 0.9% 2.2%
2016 76.1% 39.0% 37.5% 6.8% -13.8%
2015 11.7% 11.6% 2.3% -6.5% 4.7%
2014 -10.8% 17.9% -4.5% -7.7% -14.2%
2013 -60.9% -13.2% -49.5% 14.2% -21.8%
2012 -18.0% -0.8% -18.1% 14.3% -11.8%
2011 -32.5% -12.5% -9.6% -8.2% -7.1%
2010 60.9% 6.0% 6.2% 20.2% 19.0%
2009 95.0% 21.8% 3.4% 27.9% 21.1%
2008 -35.6% 1.6% -12.6% -31.4% 5.8%
2007 14.2% 1.1% 4.3% 0.4% 7.8%
2006 17.2% 33.0% -11.8% -7.0% 7.5%
2005 42.3% 0.5% -3.3% 29.0% 13.5%
2004 -11.7% -6.0% -21.6% 13.0% 6.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2018

Top 10 Holdings

Stock Size
Kinross Gold Corp ORD 5.89%
AngloGold Ashanti Ltd DR 5.16%
Barrick Gold Corp ORD 4.15%
Gold Fields Ltd DR 3.92%
OceanaGold Corp ORD 3.37%
Westgold Resources Ltd ORD 3.34%
Goldcorp Inc ORD 3.29%
Iamgold Corp ORD 3.11%
Centerra Gold Inc ORD 2.77%
iShares Physical Gold ETC 2.61%
30/09/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2003
  • Share Class size934Mn
  • Base currencyGBP
  • ISIN GB0033628156

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment5.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).