Global Equity Feeder Fund
|Share classes and minimum investments||
Class A Retail: None
Class B Institutional: R25,000,000
Class A Retail: 0.83%
Class B Institutional: Please contact Credo
Class A Retail: ZAE000278818
Class B Institutional: ZAE000282463
|Launch date||3 February 2020|
|Investment manager||Credo Capital Limited, London (FCA Regulated)|
|Administrator and manager||Boutique Collective Investments (RF) (Pty) Ltd|
|Custodian/trustee||The Standard Bank of South Africa Limited|
(*) The service fee represents fees paid to the Management Company and the Investment Manager and is VAT inclusive. Additional charges from the underlying Credo Global Equity Fund will apply.
As the Feeder Fund launched on 3 February 2020, there is insufficient data to provide a useful indication of performance. However, by way of track record and for indicative purposes only, the performance of the Credo Global Equity Fund (UCITS) is shown here. Please note this performance is not directly related to the anticipated performance of the Feeder Fund.
Frequently Asked Questions
Clients can invest either directly in the Feeder Fund or via a platform.
1. How can I invest directly in the Feeder Fund?
Boutique Collective Investments (BCI) is the fund administrator of the Feeder Fund. You only need to complete and submit the BCI application form (Individual or Legal Entity). For further information, please contact BCI Client Services.
2. How can I invest via a platform?
The Feeder Fund is currently available on the Momentum Wealth and Sanlam Glacier platforms. Other platforms will become available in due course. You will need to complete the relevant application form for your specific platform.
3. Alternatively, please contact Credo Client Services so that we can help you with these options.
The Feeder Fund is a ZAR-denominated unit trust. All investments and eventual redemptions are made using rands. There is therefore no need to convert currency, take money offshore or apply for foreign allowance approvals.
Both options are available. Please contact BCI, your investment platform or Credo to discuss further.
Yes, the Feeder Fund is currently available on the ABSA, Momentum Wealth and Sanlam Glacier platforms. If you would like to see the Feeder Fund on another platform, please contact Credo at firstname.lastname@example.org.
Where to find us
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.