Notification of major interest in shares

TR-1: NOTIFICATION OF MAJOR INTEREST IN SHARESi

1. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached: ii

Oakley Capital Investments

2 Reason for the notification (please tick the appropriate box or boxes):

An acquisition or disposal of voting rights

Yes

An acquisition or disposal of qualifying financial instruments which may result in the acquisition of shares already issued to which voting rights are attached

An acquisition or disposal of instruments with similar economic effect to qualifying financial instruments

An event changing the breakdown of voting rights

Other (please specify):

3. Full name of person(s) subject to the notification obligation: iii

Ruffer LLP (for its discretionary clients)

4. Full name of shareholder(s)  (if different from 3.):iv

5. Date of the transaction and date on which the threshold is crossed or reached: v

28 September 2010

6. Date on which issuer notified:

29 September 2010

7. Threshold(s) that is/are crossed or reached: vi, vii

11% to 12%

8. Notified details:

A: Voting rights attached to shares viii, ix

Class/type of shares

if possible using the ISIN CODE

Situation previous to the triggering transaction

Resulting situation after the triggering transaction

Number of Shares

Number of Voting Rights

Number of shares

Number of voting rights

% of voting rights x

Direct

Direct xi

Indirect xii

Direct

Indirect

BMG670131058

14,645,929

14,645,929

15,425,929

15,425,929

-

12.04

-

B: Qualifying Financial Instruments

Resulting situation after the triggering transaction

Type of financial instrument

Expiration date xiii

Exercise/ Conversion Period xiv

Number of voting rights that may be acquired if the instrument is exercised/ converted.

% of voting rights

C: Financial Instruments with similar economic effect to Qualifying Financial Instruments xv, xvi

Resulting situation after the triggering transaction

Type of financial instrument

Exercise price

Expiration date xvii

Exercise/ Conversion period xviii

Number of voting rights instrument refers to

% of voting rights xix, xx

Nominal

Delta

Total (A+B+C)

Number of voting rights

Percentage of voting rights

15,425,929

12%

9. Chain of controlled undertakings through which the voting rights and/or the financial instruments are effectively held, if applicable: xxi

N/A

Proxy Voting:

10. Name of the proxy holder:

N/A

11. Number of voting rights proxy holder will cease to hold:

12. Date on which proxy holder will cease to hold voting rights:

13. Additional information:

Ruffer controls the voting rights over 15,425,929 shares (12% of the voting rights) of Oakley Capital Investments.

This is due to the purchase of 780,000 shares on 28 September 2010.

14. Contact name:

Stewart Porter, COO, Oakley Capital Investments Ltd

15. Contact telephone number:

020 7766 6900

Note: Annex should only be submitted to the FSA not the issuer

Annex: Notification of major interests in share

A: Identity of the persons or legal entity subject to the notification obligation

Full name

(including legal form of legal entities)

Ruffer LLP

Contact address

(registered office for legal entities)

80 Victoria Street

London SW1E 5JL

Phone number & email

020 7963 8146

[email protected]

Other useful information

(at least legal representative for legal persons)

Louise Stanway, Compliance Officer

B: Identity of the notifier, if applicable

Full name

Ruffer LLP

Contact address

80 Victoria Street

London SW1E 5JL

Phone number & email

020 7963 8146

[email protected]

Other useful information

(e.g. functional relationship with the person or legal entity subject to the notification obligation)

Louise Stanway, Compliance Officer

C: Additional information

Ruffer controls the voting rights over 15,425,929 shares (12% of the voting rights) of Oakley Capital Investments.

This is due to the purchase of 780,000 shares on 28 September 2010.

For notes on how to complete form TR-1 please see the FSA website.