Because investors vary in type, our asset management arm recognises different requirements. We provide solutions which cater to a retail client base, as well as professional asset allocators, discretionary fund managers (DFMs), multi-managers, and risk consultants, to name a few.
Our investment products range from direct equity and fixed income to multi-asset portfolios and funds.
Credo’s largest asset pool of assets, with over £750m in discretionary AUM, provides clients with exposure to liquid stocks from around the world, with a focus on large cap equities listed in developed markets.
Our fixed income capability provides for varying risk appetites and includes moderate as well as more aggressive options. Minimising credit risk is paramount to our approach.
These portfolios provide exposure to a variety of asset classes through a variety of external, best-of-breed funds. Different risk profiles are accommodated by varying the strategic asset allocation of these solutions.
What is the right product for you?
For those investors who enjoy being the beneficial owner of securities, Credo offers a range of managed portfolio solutions. For professional investors or those who prefer the liquidity and tax advantages of fund structures, Credo offers unit trusts (UCITS).