TM Ruffer Portfolio Fund Class C Inc
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General Objective
The fund aims to achieve positive returns over a 12 month rolling period, with a fundamental philosophy of capital preservation. There is no guarantee of a positive return over any specific period, but the goal is to deliver returns after all costs and charges have been taken.
Fund Exposure
The fund maintains a diversified portfolio spread across global markets, with no emphasis on any particular asset class or economic, industry, or geographic sector. It invests in equities, debt instruments, alternative investments, money market instruments, deposits, warrants, and cash. The fund may also invest in Investment Trusts and use derivatives for investment and efficient portfolio management purposes.
Risks
Investors should be aware that capital invested in the fund is at risk, and there is no guarantee of achieving positive returns. The fund may hold structured products, but exposure to these products is not expected to exceed 10% of NAV. Additionally, the fund may hold a higher level of liquidity during periods of market instability or overpriced stock markets.