Jarrod is responsible for the equity product range of investments at Credo and is lead manager of the flagship Global Equity Fund.
LEARN MOREGlobal Equity Fund
Overview
The Global Equity Fund is actively managed and follows Credo's long-only, value-based philosophy, with a bias towards developed market investments. Our aim is to generate sustainable excess returns versus global market indices through careful stock selection.
FACTSHEET(for UK investors) MDD
(for SA investors) COMMENTARY
(Fund Manager’s Report)
The BCI Credo Global Equity Feeder Fund gives South African investors direct access to Credo’s global equity investment offering.
Global Equity Feeder Fund(SA Rand Investment)
Fund Structure
Facilitates tactical management
Diversified Portfolio
Stocks from multiple geographies and sectors
Tax Benefits
Holding investments in an Irish UCITS fund
Liquidity
Daily dealing funds
Risk Management
Restrictions on leverage and derivatives
Transparency
Variety of fund documents and disclosures
Fund Managers
Jason is an Equity Analyst at Credo since 2013 and acts as co-portfolio manager of the Global Equity Fund.
LEARN MOREAnnual Performance
Source: Société Générale Securities Services, SGSS (Ireland) Limited.
Comparator: MSCI World Index Net Total Return.
Inception Date: 03 July 2017.
Annualised performance as at 29 November 2024
Updates
| NAV per Share | 29/11 | 22/11 | 15/11 | 08/11 |
| Retail GBP | 2.0023 | 1.9959 | 1.9695 | 1.9502 |
| Retail USD | 1.9673 | 1.9323 | 1.9225 | 1.9506 |
Source: Société Générale Securities Services, SGSS (Ireland) Limited
Where to find us
Fund News
DEC
2023
Citywire SA
Jarrod Cahn, portfolio manager for the Credo Global Equity Fund, answers questions about his investment philosophy.
READ MORE
APR
2023
Investment Week
Jarrod Cahn featured in Investment Week as Global Equity Fund has been shortlisted as a finalist for Fund Manager of the Year.
READ MORE
FEB
2023
Sakegesprek
Deon Gouws featured on the Sakegesprek program on South African television in a discussion focused on the Global Equity Fund.
WATCH ITDocuments
Details
| Min initial investment |
Class A & B Retail Shares: £5,000 Class A & B Institutional Shares: £10,000,000 |
| Dealing | Daily, 10pm (Irish Time) Valuation Point |
| AMC |
Retail Shares: 0.75% Institutional Shares: 0.40% |
| Share classes |
A Retail: GBP A Institutional: GBP B Retail: USD B Institutional: USD |
| Identifiers |
Class A Retail: IE00BDFZR877 Class A Institutional: IE00BDFZR984 Class B Retail: IE00BDFZRB04 Class B Institutional: IE00BDFZRC11 |
| Domicile | Ireland |
| Type | UCITS |
| Manager | FundRock Management Company S.A. |
| Investment manager | Credo Capital Limited |
| Administrator | Société Générale Securities Services (Ireland) Limited |
| Auditor | Deloitte |
| Legal advisors | McCann FitzGerald |