Steve Russell

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Steve Russell
Ruffer LLP
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Manager profile

Graduated from the University of Oxford in philosophy, politics and economics and started work as an equity analyst at Confederation Life in 1987, where he became Head of Equities in charge of £5 billion of equity funds. In 1999 he moved to HSBC Investment Bank as Head of UK and European Equity Strategy, joining Ruffer in 2003. Over almost 20 years at Ruffer he has been co-manager of the Ruffer Investment Company (2004-2019) and is currently co-manager of two of Ruffer's flagship funds. He became a non-executive director of F&C Investment Trust in 2022, having previously been non-executive director of JPMorgan European Investment Trust.

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Steve Russell is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 20.5 years

+5.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Steve Russell	-1.9	-3.2	17.2	16.9	33.4
Peer Group Composite	6.2	5.5	15.1	19.5	43.1
Over / Under	-8.1	-8.7	2.1	-2.6	-9.7

Total return for Steve Russell

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

62-98m

74-110m

86-122m

98-134m

110-146m

Discrete calendar year performance : Steve Russell

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Steve Russell	-1.9	-7.0	5.4	9.3	10.7	8.4	-8.0	1.0	13.3	-0.3
Peer Group Composite	6.2	5.1	-5.8	5.6	3.3	8.3	-4.2	8.0	8.5	2.3
Over / Under	-8.1	-12.1	11.2	3.7	7.4	0.1	-3.8	-7.0	4.8	-2.6

Performance vs peer group composite: Steve Russell

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

WS Ruffer Absolute Return	Co-managed	UT Targeted Absolute Return	since Jan 31 2006 to present
WS Ruffer Total Return	Co-managed	UT Mixed Investment 20-60% Shares	since Oct 01 2006 to present