• Long only, value investing

    Credo Global Equity Fund

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  • Flexible, dynamic investing

    Credo Dynamic Fund

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  • Strategic, growth investing

    Credo Growth Fund

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Global Equity Funds

  • Long-only global equity funds which we believe to be well-positioned to outperform the wider equity market over the longer term
  • Bias towards developed market, large capitalisation stocks
  • Facilitates broader diversification as well as more tactical management of our overall equity view from time to time
  • Ideally suited to investors with a high-risk tolerance with an investment time horizon of 5 years or longer
Dynamic Fund

  • Looking to achieve a balance of income and capital growth over the longer term
  • Draws upon Credo’s broad depth of expertise in both fixed income and equity markets
  • Flexibility to allocate capital across asset classes depending on market conditions
  • Sterling denominated and complimentary product to global portfolios
  • Ideally suited to investors with a high-risk tolerance with an investment time horizon of 5 years or longer
Growth Fund

  • Aims to achieve capital growth through exposure to actively managed global securities
  • Multi-asset class exposure across equities, fixed income and collective investment schemes
  • Globally diversified and flexible investment strategy
  • Ideally suited to investors with a high-risk tolerance with an investment time horizon of 5 years or longer
 
  • High-conviction strategy
  • Low investment minimum required
  • Liquidity: daily dealing
  • SIPP and ISA eligible
  • Potential tax advantages versus segregated portfolios
  • Competitive fee structure
  • Independent administration and custody
  • Independent Board of Directors