Multi-Asset Portfolios ESG

The Credo Multi-Asset Portfolios ESG (MAP ESG) follow an evidence based approach to investing, providing investors with diversified exposure to global assets through a selection of funds and ETFs.

Multi-Asset Portfolios Brochure

Funds are selected using Credo’s in-house selection process and offered as four solutions targeting various levels of equity exposure. Portfolios are available in both GBP and USD.

You prefer lower risk investments but are willing to accept small downside risk to your capital in order to achieve a higher potential return than cash deposits.

defaqto

 

PDF  Factsheet

You are willing and able to assume a moderate amount of capital risk, but with a lower allocation to growth assets and a focus on reducing potential downside.

defaqto

 

PDF  Factsheet

You are willing and able to accepts short term volatility as a trade-off for higher potential returns. This portfolio has a large focus on the potential growth of capital over the long term.

defaqto

 

PDF  Factsheet

You are willing and able to take significant risk to increase the return-generating potential. This is the most growth orientated profile and may be subject to substantial short term volatility.

defaqto

 

PDF  Factsheet


PDF  MAP ESG - Costs & Charges

Investment Philosophy

  • We believe that wealth is best created and preserved through patient & disciplined investing focused on the long term
  • We follow an evidence-based approach to investing
  • We strive to embed the benefits of diversification across the investment process
  • We believe that no investment strategy is so good that a high enough cost won’t make it a bad one
  • We look to incorporate ESG in a considered manner, only introducing it to the degree that it does not materially impact the core investment strategy
  • We try to avoid inherent biases in defining ESG by not setting any minimum requirements, and instead look to include a range of opinions from different ESG assessors

Where to find us

Credo
Embark
Quilter
Standard Life


Defaqto Risk Rating
Credo Wealth Solutions

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.