Home
Movement
Investments
Education
Blog
Plans
WS Ruffer Total Return Fund J Accumulation header image

WS Ruffer Total Return Fund J Accumulation

Fund

ISIN GB00BJ5JSG61 / Valor null

NAV (2025-11-12)
GBP 6.32+0.52%

WS Ruffer Total Return Fund J Accumulation
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

The WS Ruffer Total Return Fund aims to generate positive returns by investing worldwide in a diverse mix of assets. Its portfolio includes company shares (equities), government and corporate bonds, real estate and precious metals, short-term money market instruments, and cash. Additionally, the fund may hold investment trusts within its equity portion but limits investments in other open-ended funds to 10%. By balancing growth-focused stocks with stable bonds, derivatives, and cash, the fund strives to preserve capital while seeking investment opportunities where the potential gains outweigh the risks.

Content summarized by AI chatbot
Tags:
msci world multi asset capital preservation

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

WS Ruffer Total Return Fund K Accumulation
WS Ruffer Total Return Fund K Accumulation WS Ruffer Total Return Fund K Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%GBP 6.30
WS Ruffer Total Return Fund H Income
WS Ruffer Total Return Fund H Income WS Ruffer Total Return Fund H Income
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%GBP 3.69
WS Ruffer Total Return Fund C Accumulation
WS Ruffer Total Return Fund C Accumulation WS Ruffer Total Return Fund C Accumulation Valor: 19688002
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%GBP 5.88
WS Ruffer Total Return Fund I Income
WS Ruffer Total Return Fund I Income WS Ruffer Total Return Fund I Income Valor: 2009770
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%GBP 3.70
WS Ruffer Total Return Fund I Accumulation
WS Ruffer Total Return Fund I Accumulation WS Ruffer Total Return Fund I Accumulation Valor: 2011241
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.99%GBP 6.22
WS Ruffer Total Return Fund C Income
WS Ruffer Total Return Fund C Income WS Ruffer Total Return Fund C Income
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%GBP 3.47
WS Ruffer Total Return Fund H Accumulation
WS Ruffer Total Return Fund H Accumulation WS Ruffer Total Return Fund H Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.52%GBP 6.24
WS Ruffer Total Return Fund K Income
WS Ruffer Total Return Fund K Income WS Ruffer Total Return Fund K Income
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%GBP 3.73
WS Ruffer Total Return Fund J Income
WS Ruffer Total Return Fund J Income WS Ruffer Total Return Fund J Income
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.52%GBP 3.73
SIXFactSetClearbitLogos provided by Clearbit