Best Ideas Portfolio

The Credo Best Ideas Portfolio is a diversified portfolio (not a fund) of global equities which we believe to be well-positioned to outperform the wider equity market over the longer term.

The portfolio has a bias towards developed market, large capitalisation stocks. Our aim is to generate sustainable excess returns versus global market indices through careful stock selection.

Equity Solutions Brochure

PDF  Factsheet

Equity Spotlight

PDF  Make something of yourself - March 2023

PDF  Shell’s stealth dividend - February 2023

PDF  This too shall pass - January 2023

PDF  Foxduel - December 2022

Investment Philosophy

  • We believe that wealth is best created and preserved through patient & disciplined investing focused on the long term
  • We follow a value-based approach to investing
  • We seek to invest in high quality companies that are attractively priced relative to their future business prospects
  • We believe that the market’s short-term focus creates opportunities for those willing to concentrate on underlying business performance
  • We view risk as permanent losses of capital and not in terms of short-term volatility

Credo's Wealth Solutions are suited to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms, Stock Brokers and Family Offices looking for a trusted partner. Credo offers Financial Intermediaries access to a Wealth Platform with whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, global custody (onshore & offshore), white-labelled Investor reporting, an online Investor portal and support for 20+ currencies. A range of Investment Solutions which includes Actively Managed Funds, Managed Portfolios and Bespoke Discretionary Management is also available. Our platform currently supports more than 20 Financial Intermediaries, with Assets under Custody in excess of £1.6bn, representing over 4,500 Investors.