Preoccupied with keeping charities safe

  • We aim to deliver consistent positive returns – whatever happens in financial markets.
  • By putting safety first, we have been there for our charity clients – often when they need it most.
  • Through boom and bust. For over 30 years.

 

About us

  • Ruffer is one of the largest charity fund managers in the UK.
  • £1.1bn under management, for 226 charity clients as at 30 September 2024.
  • Managing money for charities large and small.
  • Clients include hospitals, universities and schools, livery companies, religious bodies, community foundations and grant-making endowments.


Our service

Ruffer offers a discretionary investment management service – which means trustees delegate investment decision-making to us. Charities investing with Ruffer do so via our fund specifically designed for UK charities. This fund follows the same tried and tested Ruffer investment philosophy and process but crucially incorporates a responsible investment policy. This policy is broader than just exclusions and is designed to ensure we are good and active stewards of our charity clients’ capital.

We aim to preserve and grow our clients’ capital so that you can continue to support your beneficiaries through good and bad times. Our different investment approach makes us a great complement to existing investment managers in providing true protection and diversification – especially when it is needed the most. We would be delighted to explain more about our approach and how we can serve your charity.

 

Ruffer resources

The team at Ruffer frequently share their insights into the investment market through articles, blogs and podcasts:

The Ruffer Review

Every year, Ruffer shares investment insights in their review. 

Latest

  The Ruffer Review 2024 View details

 

  Investment Review

   Jonathan Ruffer, the company founder, writes a newsletter quarterly — read them here. 

Ruffer radio

   Ruffer has a series of podcasts where they share they take on investment news — listen here. 

The Green Line

   Every month Ruffer presents a chart with a short commentary. You can subscribe and explore all issues here.  

Webinars

   Ruffer has a series of webinars on topics such as market volatility and portfolio construction —explore here.

A full selection is available on the Ruffer website. 

ACF leaders forum 2024

Responsible investment
Ruffer highlighted their latest thought piece on the Carbon Border Adjustment Mechanism. More information from Ruffer about the environment and responsible investment can be found on their website or by contacting Asal Nolan.

 

Contact Ruffer

Charles Lynne, director, Private Wealth
Joined Ruffer in 2008 and manages investment portfolios for individuals and charities. Previously at Morgan Stanley Investment Management, including a placement in Asia. He holds a first class honours in natural sciences from Durham University and is a Chartered Fellow of the CISI. Email Charles.

 

David Benson, director, UK Institutional
After graduating from the University of Oxford, David worked at Phillips & Drew Fund Management (1991–1999), predominantly managing UK equity portfolios for pension funds. A consultant for McKinsey & Company from 1999, he joined Deutsche Asset Management in 2004. In 2005, worked as a fund manager at Société Générale, focusing on pooled UK equity and multi–asset portfolios for UK institutions and retail investors. He joined Ruffer in 2010. Email David.