Roy is Credo's chairman. He co-founded the group and is manager of the Growth Fund.LEARN MORE
The Growth Fund (UCITS) is a reflection of the fund manager’s (Roy Ettlinger) personal investment style and strategy which he has successfully adopted for clients in past years.
The fund is globally diversified and follows a flexible investment strategy with a growth bias. It aims to provide attractive risk-adjusted returns to investors and has flexibility to invest across asset classes.FACTSHEET
(for UK investors) MDD
(for SA investors) COMMENTARY
(Fund Manager’s Report )
Facilitates tactical management
Given increased number of securities held
Holding investments in an Irish UCITS fund
Daily dealing funds
Restrictions on leverage and derivatives
Variety of fund documents and disclosures
Source: Société Générale Securities Services, SGSS (Ireland) Limited.
Benchmark: IA Flexible Investment Sector.
Inception Date: 03 July 2017.
Annualised performance as at 31 October 2023.
|NAV per Share||01/12||24/11||17/11||10/11|
Source: Société Générale Securities Services, SGSS (Ireland) Limited
|Min initial investment||£10,000|
|Dealing||Weekly, each Friday 10pm (Irish Time) Valuation Point|
|Share classes||A Retail: GBP|
|Identifier||Class A Retail: IE00BDFZR430|
|Manager||FundRock Management Company S.A.|
|Investment manager||Credo Capital Limited|
|Administrator||Société Générale Securities Services (Ireland) Limited|
|Legal advisors||McCann FitzGerald|