TRADING UPDATES: Macau warns on asset sales; Ceiba hit over Cuba deal
24th Jul 2026 20:52
(Alliance News) - The following is a round-up of updates by London-listed companies, issued on Friday, and not separately reported by Alliance News: Read More
(Alliance News) - The following is a round-up of updates by London-listed companies, issued on Friday, and not separately reported by Alliance News: Read More
Ruffer Investment Co Ltd - Guernsey-registered investment trust managed by London-based Ruffer LLP - Net asset value per share is 301.70 pence on June 30, down 1.3% from 305.67 pence a month before. The June decline in NAV swings the trust's return in 2026 so far to negative 0.1% from positive 1.2% at the end of May. However, NAV per share remains up 4.4% over the past 12 months. Ruffer says the "marginally negative" performance last month was due to "protection assets losing value as volatility retraced, and some of the contrarian growth exposure continuing to decline". More positive was the trust's increased exposure to the US dollar, which benefited from the expectation of a US rate hike this year following the first Federal Reserve policy meeting under Chair Kevin Warsh. Read More
Ruffer Investment Co Ltd - Guernsey-registered investment trust managed by London-based Ruffer LLP - Net asset value per share is 305.67 pence on May 31, down 0.2% during the month though still up 1.2% so far in 2026. Amid fluctuating market responses to the US-Israeli war on Iran, May was a risk-on month, Ruffer says, causing the trust's protective derivative positions to hurt performance. Read More
Ruffer Investment Co Ltd - investment trust managed by London-based Ruffer LLP - Releases its monthly investment report for March. Reports net asset value return of minus 1.8% for March, but plus 2.0% for the year to date. Share price returns are plus 0.8% and 5.0%, respectively. Notes that "markets that we like", including the UK, were hit by the Middle East conflict's anticipated impact on energy prices and supplies, and that March saw "more sellers of gold than might have been expected". Says buybacks in the first quarter were slower than previously, totalling around 400,000 shares, due to its discount to NAV "materially" narrowing". Says the "fund's protections provided largely positive performance", including from its "topped up" crude oil allocation, which comprised about 5% of the portfolio and which it "actively traded" in March, and from its credit and volatility protections. Read More
(Alliance News) - Ruffer Investment Co Ltd on Wednesday said its exposure to gold and global equities helped lift net asset value in the six months that ended December 31, the first half of its financial year. Read More
Ruffer Investment Co Ltd - London-based investment management company - Net asset value per share rises 2.0% to 303.83 pence at September 30 from 297.89 pence at August 31. Says the month had a "groundhog day feel", describing September as "an amplified August." Says gold miners were standout performers "once again", as they drove performance in a "bumper month for bullion". Notes that the precious metal rose by around 12% in US dollar terms. Ruffer says it continued to take profits, including from China technology exposure, "which is enjoying the AI tailwind." Adds that derivative protections were the main drag on performance, "given the robust backdrop in stock markets." Read More
(Alliance News) - Ruffer Investment Co Ltd on Wednesday reported an improved total return in 2025, as its founder, Jonathan Ruffer, prepares to retire after three decades at the helm. Read More
(Alliance News) - Stock prices in London were in the red at midday on Monday, as leaders globally weigh their responses to US President Donald Trump's tariffs. Read More
(Alliance News) - Stock prices in London opened in the red on Monday, as EU ministers prepare to discuss strategies to either reciprocate US tariffs or convince Trump to back down Read More
(Alliance News) - Ruffer Investment Co Ltd on Wednesday reported a decline in net asset value and market capitalisation for the six months to December 31 but increased its dividend and annualised yield. Read More
Ruffer Investment Co Ltd - London-based investment management company - Says Co-Manager Duncan MacInnes has left Ruffer with immediate effect. Says Alexander Chartres and Ian Rees will join current portfolio manager Jasmine Yeo in managing the company's portfolio. The company says it is confident that the continuity of its investment strategy and process will be ensured. Read More
(Alliance News) - Ruffer Investment Co Ltd on Friday said it faced a challenging October, as it was not "immune" to turbulence in both bond and equity markets. Read More
Ruffer Investment Co Ltd - investment firm aiming for positive total annual return of "at least twice" Bank of England bank rate - Reports net asset value of 284.89 pence as at June 30, up from 284.74p one year prior. NAV total return for year to June 30 is positive 1.0%, against the previous year's negative 1.7% return. Says that in selecting investments it "adopts a stock picking approach and does not adopt any investment weightings by reference to any benchmark". Declares second interim dividend of 3.1p per share. Dividends declared during year total 3.65p per share, up 40% from 2.60p the year before. Read More