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
Make something of yourself - March 2023
Shell’s stealth dividend - February 2023
This too shall pass - January 2023
Creating and preserving wealth for future generations is a different journey for each client. At the outset of your journey with us, you will be introduced to your personal Relationship Manager who will be your primary contact. Your Relationship Manager will guide you through Credo's investment process, including understanding your investment objectives, risk profile and financial needs.