Tax Efficient Portfolios
The portfolio is constructed utilising the investment research and stock selection capabilities of a third-party specialist, Unicorn Asset Management Limited (Unicorn). After assessing and analysing a broad number of asset managers in the AIM IHT market, we have chosen to partner with Unicorn due to their speciality, extensive expertise, and long-term track record in smaller UK, AIM listed companies.
Unicorn manages over £1.0bn across open-ended funds and Venture Capital Trusts (VCTs) of which a significant proportion is in AIM listed stocks (as of 30 August 2022).
The team’s robust investment process has led to them winning numerous awards. Their approach differs from many other AIM and smaller company managers as the team conducts much of its research in-house and looks to target “best of breed” companies in established markets that are profitable at the time of investment.
Responsible investment is a key priority for both Credo and Unicorn, Environmental, Social and Governance (ESG) issues are incorporated into the investment and management processes of the Growth Focus and Dividend Focus Portfolios AIM IHT portfolios.
We recognise, however, that some investors require strict sector limits and/or exclusions alongside a robust ESG policy. In addition to our traditional portfolio, we offer Growth & ESG Focus and Dividend Focus & ESG portfolios, to ensure we offer a portfolio to meet your needs.
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.