• Long only, value investing

    Welcome to the Credo Global Equity Fund

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  • Experience and commitment

    Combined experience of over 100 years delivering superior returns to clients

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  • Relationships based on trust

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  • Long-only global equity fund which we believe to be well-positioned to outperform the wider equity market over the longer term.

  • Bias towards developed market, large capitalisation stocks.

  • Aims to generate sustainable excess returns versus the global market indices through careful stock selection.

  • Ideally suited to investors with a high risk tolerance with an investment time horizon of 5 years or longer.

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Key Features
Minimum initial investment £10,000 or $15,000
Minimum subsequent investment £1,000 or $1,500
Dealing Weekly, each Wednesday
Asset management fee 0.75% p.a.
Number of shares 30+
Share classes £ and $

1. Credo
2. Glacier International
3. Momentum Wealth International
Auditor PWC
Total Fund TER 1.22%