Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

LF Ruffer European O Acc

Ranked 9 out of 67 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Objective

The fund aims to provide capital growth by investing in a diversified pan-European portfolio of predominantly equities, though fixed income securities may be utilised if the Investment Manager believes they will assist in meeting the overall objective of the Sub-fund. The sub-fund may also invest in collective investment schemes, cash, money market instruments, other transferable securities and derivatives and forward transactions and other investments to the extent that each is permitted by the Regulations. There will be no particular emphasis on any geographical area or any industrial or economic sector.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible EUR over : 31/03/2018 - 31/03/2019
  • Rank 9/67 Total Return
  • Rank 64/67 Standard Deviation
  • Rank 63/67 Max Drawdown
Fund Name Currency Risk
62 M&G(LUX)Dynamic Allocation Sterling C-H ACC

Currency exposure is hedged

Currency exposure is hedged

GBP

9.7

63 Belvoir Global Allocation II Universal GBP

10.1

64 LF Ruffer European O Acc GBP

12.4

65 DGC - Flexible Allocation A CHF GBP

12.8

66 Magna Emerging Markets EUR B GBP

14.7

Fund Name Currency Loss
61 Belvoir Global Allocation II Universal GBP

-11.7%

62 R-Co Valor PB EUR GBP

-13.3%

63 LF Ruffer European O Acc GBP

-13.4%

64 Magna Emerging Markets EUR B GBP

-14.2%

65 Dorval Convictions R GBP

-15.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -8.6% -2.5% 4.1% 2.0% -11.7%
2017 11.6% 2.6% 3.7% 3.6% 1.3%
2016 3.3% 0.0% -0.7% 5.5% -1.4%
2015 4.9% 5.4% 0.5% 0.7% -1.7%
2014 -0.7% 4.2% -0.7% -2.6% -1.5%
2013 23.3% 10.7% -2.8% 8.3% 5.7%
2012 7.5% 5.2% -2.3% 1.1% 3.4%
2011 -5.9% 1.6% 0.1% -8.0% 0.6%
2010 15.7% 3.9% -3.9% 7.3% 8.0%
2009 9.2% -5.2% 0.9% 10.3% 3.5%
2008 9.9% 7.1% 0.1% -5.5% 8.4%
2007 21.7% 7.3% 9.1% 2.4% 1.5%
2006 27.2% 18.0% -0.2% -1.2% 9.3%
2005 22.1% 8.9% 1.7% 11.4% -1.0%
2004 22.5% -0.1% 9.9% 2.6% 8.8%
2003 23.0% 0.5% 6.6% 7.8% 6.5%
2002 -4.4% 2.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Boost FTSE 250 1x Short Daily 10.83%
PureTech Health PLC ORD 6.13%
Yara International ASA ORD 5.57%
Fresenius Medical Care AG & Co KGaA ORD 4.14%
Nlyte Software Ltd Rights 4.06%
Altia Oyj ORD 3.75%
GlaxoSmithKline PLC ORD 3.59%
JCDecaux SA ORD 3.45%
Orpea SA ORD 3.25%
Vivendi SA ORD 3.24%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/05/2002
  • Share Class size195Mn
  • Base currencyGBP
  • ISIN GB0031678161

Purchase Info

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

Charges

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

Related News

Ruffer European equity veteran Youngman steps back

Citywire A-rated Tim Youngman is stepping back after 13 years at the helm of the top performing Ruffer European fund.

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