Jane Dutton interviews Deon Gouws

  Deon Gouws   April 2025   Radio 702


Jane Dutton interviews Deon Gouws

Earlier this week, Deon Gouws, Chief Investment Officer at Credo, participated in The Money Show with Jane Dutton and paid tribute to Errol Kruger, former Registrar of Banks in South Africa, who passed away over the weekend (from 13:15).

@DeonGouws_Credo

Credo Dynamic wins again at 2025 LSEG Lipper Fund Awards

  Damian Yeomans   April 2025


Credo Dynamic wins again at 2025 LSEG Lipper Fund Awards

CredoNews #

We are proud to announce that the Credo Dynamic Fund (“Dynamic”) has been honoured with the prestigious title of “2025 UK Best Mixed Asset GBP Flexible Fund Over 5 Years” at the LSEG Lipper Fund Awards. This marks the second year in a row that the Fund has received this accolade, having also won the same award in 2024.

Dynamic has successfully delivered a unique approach to a diverse portfolio of equities, fixed income and listed alternatives. The key to the success of the strategy is the flexible allocation between asset classes and finding unique opportunities within each. This approach has enabled the Fund to achieve outperformance of more than 21% over the past five years versus the peer group average (as of 31 December 2024 Dynamic's five-year performance stood at 45.6%, surpassing the IA Mixed Investment 40-85% Shares Sector return of 23.8%, Source: FE fundinfo).

Rupert Silver, Lead Fund Manager of Dynamic and a Director of Credo commented: “We are especially proud to have received this award for the second year running. It is a strong endorsement of our investment philosophy, which focuses on adaptability and flexibility. These qualities continue to distinguish us from many of our peers. Markets remain unpredictable and challenging, but we are committed to navigating them with discipline and conviction through a diversified, actively managed portfolio that aims to deliver meaningful outcomes for investors”.

For more than 30 years and in over 17 countries worldwide, the highly respected LSEG Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. The merit of the winners is based on entirely objective, quantitative criteria. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.

March in review

  Archie Mayer   April 2025


March in review

March saw sharp declines across major global equity markets, which were rocked by heightened uncertainty around US President Trump’s tariff policies. The S&P 500, NASDAQ, FTSE 100, and Euro STOXX 50 all posted negative returns of 5.6%, 8.1%, 2.0%, and 3.8%, respectively and measured in...

Click below for the latest factsheets.

Best Ideas Portfolio Dividend Growth Portfolio
Multi-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30
View from the Thames

  Deon Gouws   April 2025   Financial Mail


View from the Thames

At the beginning of this month, US President Donald Trump announced a new tariff regime which was much more penal than what the market had expected.

In his latest column for leading South African publication Financial Mail, Deon Gouws (Chief Investment Officer at Credo) offers comment on these tariffs as well as the actions of the newly formed US Department of Government Efficiency.

Read the (paywalled) article Read the PDF

@DeonGouws_Credo

Total Returners

  Jason Spilkin   April 2025


Total Returners

CredoNews #

The late Charlie Munger believed it’s better to pay a fair multiple for a quality business, than a cheap multiple for a so-called cigar butt. “Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns. If the business earns six percent on capital over forty years and you hold it for those forty years, you're not going to make much...

Read the full Spotlight
Deon Gouws featured on Moneyweb Radio

  Deon Gouws   April 2025   Moneyweb Radio


Deon Gouws featured on Moneyweb Radio

Last week, Deon Gouws, Chief Investment Officer at Credo, participated in the South African radio program RSG Geldsake met Moneyweb with Ryk van Niekerk and commented on the new tariff regime in the USA. Those who understand Afrikaans, can listen from 12:50.

@DeonGouws_Credo

Stephen Grootes interviews Deon Gouws

  Deon Gouws   April 2025   Radio 702


Stephen Grootes interviews Deon Gouws

Earlier this week, Deon Gouws, Chief Investment Officer at Credo, participated in The Money Show with Stephen Grootes and offered comment on the stock market reaction to recent tariff announcements in the USA (first 9 minutes).

@DeonGouws_Credo

February in review

  Archie Mayer   March 2025


February in review

February saw mixed returns across major global equity markets. The S&P 500 and NASDAQ experienced negative returns of 1.3% and 3.9%, respectively, measured in their local currencies. The continued uncertainty around US President Trump’s tariff policies, particularly towards the country’s largest trading partners...

Click below for the latest factsheets.

Best Ideas Portfolio Dividend Growth Portfolio
Multi-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30
New partnership

  William Godsave   March 2025   PKF


New partnership

CredoNews #

We are delighted to announce a new partnership with PKF Littlejohn in London to strengthen our wealth management offering and provide a joined up financial planning, investment management, and tax solution to clients.

The partnership demonstrates our commitment to working with professional services firms to provide the highest quality wealth management advice to their clients.

Learn More
Trumponomics

  Deon Gouws   March 2025   Financial Fitness


Trumponomics

CredoNews #

Last week, Jim Millar, Director and CIO at Financial Fitness in South Africa, interviewed Deon Gouws, CIO at Credo on the topic of “Trumponomics” during a live-streamed webinar attended by clients.

Watch Deon's interview (from 32:32)
View from the Thames

  Deon Gouws   March 2025   Financial Mail


View from the Thames

Equity prices have pulled back in the wake of US President Donald Trump’s tariff announcements.

In his latest column for leading South African publication Financial Mail, Deon Gouws (Chief Investment Officer at Credo) compares recent market volatility with the arrival of Covid exactly five years earlier (when he happened to write the first of his monthly pieces for this magazine).

Read the (paywalled) article Read the PDF

@DeonGouws_Credo

Stephen Grootes interviews Deon Gouws

  Deon Gouws   March 2025   Radio 702


Stephen Grootes interviews Deon Gouws

Earlier this week, Deon Gouws, Chief Investment Officer at Credo, participated in The Money Show with Stephen Grootes and offered comment on the fact that large international investors have been net sellers of South African bonds recently. Listen below (from 29:13).

@DeonGouws_Credo

Credo shortlisted twice at Investment Week Fund Manager of the Year Awards 2025

  Damian Yeomans   March 2025   Investment Week


Credo shortlisted twice at Investment Week Fund Manager of the Year Awards 2025

CredoNews #

Both Credo Dynamic Fund and Credo Growth Fund have been named as finalists at the Investment Week Fund Manager of the Year Awards 2025. The funds are shortlisted in the Managed 40-85% Shares and Managed Flexible Investment categories respectively, with the methodology for assessing funds based on 3-year performance data. The awards will be announced in London on the 19 June, with this year marking the 30th anniversary of the flagship industry event.

See nominees list
African Safari

  Deon Gouws   March 2025   Old Mutual International


African Safari

CredoNews #

Last week, Old Mutual International arranged a regional symposium series for financial advisor clients, consisting of five consecutive events in five different cities across South Africa (Durban, Pretoria, Johannesburg, Gqeberha and Cape Town). Deon Gouws, Chief Investment Officer at Credo, opened the event with a TED-talk style presentation in which he reminded the audience of how lucky they all were to be part of the investment industry. He also participated in a panel discussion focusing on challenges and opportunities as presented by the current political and economic environment.

From left to right: Deon Gouws (Chief Investment Officer – Credo), Sikonathi Mantshantsha (Senior Journalist – News24), Trevor John (Head: Old Mutual International - Sales & Distribution), Victor Mupunga (Head of Research – Old Mutual Private Clients), Dawie Roodt (Chief Economist – Efficient Group) and Khaya Gobodo (Former Managing Director – Old Mutual Investments).

View from the Thames

  Deon Gouws   February 2025   Financial Mail


View from the Thames

A few weeks ago, little-known Chinese company DeepSeek unveiled a new artificial intelligence model which compared favourably to the best of the major US technology businesses (it was also a lot cheaper).

In his latest column for leading South African publication Financial Mail, Deon Gouws (Chief Investment Officer at Credo) discusses the market impact of this announcement.

Read the (paywalled) article Read the PDF

@DeonGouws_Credo

Wurst case

  Jason Spilkin   February 2025


Wurst case

CredoNews #

Germany is synonymous with high quality manufacturing - more so than their sense of humour. Indeed, Audi automobile adverts use the motto “Vorsprung durch tecnik” to subtly highlight their German genes. Continental Tyres put it bluntly, “German engineering when you need it most on a car”. When it comes to engineering pedigree, MTU Aero Engines (“MTU”) represents the best of...

Read the full Spotlight
January in review

  Archie Mayer   February 2025


January in review

January saw strong returns across global equity markets. The S&P 500, FTSE 100, and Euro STOXX 50 rose by 2.8%, 6.2%, and 8.2%, respectively, and measured in their local currencies. There was continued optimism surrounding US President Trump, however, the launch of AI models by Chinese company, DeepSeek, posed...

Click below for the latest factsheets.

Best Ideas Portfolio Dividend Growth Portfolio
Multi-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30
William Godsave featured on Farmers Weekly

  William Godsave   February 2025   Farmers Weekly


William Godsave featured on Farmers Weekly

William Godsave, Head of Financial Planning, recently discussed the subject of how life insurance can protect against IHT liability in the latest edition of Farmers Weekly.

Read the article
Jarrod Cahn featured on BCI Boutiques

  Jarrod Cahn   January 2025   BCI


Jarrod Cahn featured on BCI Boutiques

CredoNews #

Earlier this week, Jarrod Cahn, Portfolio Manager for the Global Equity Fund, participated in the first of three Offshore Investment Manager Webinars hosted by BCI over the next couple of weeks.

Jarrod made the case for the inclusion of a value fund with a qualitative overview in client portfolios as a measure of diversification against the significant concentration risk we are seeing in the US and provide clients with exposure to high quality global businesses who are trading at sensible valuations.

Watch Jarrod's presentation
View from the Thames

  Deon Gouws   January 2025   Financial Mail


View from the Thames

At the beginning of every year, participants across the financial industry publish forecasts focusing on how they expect the following twelve months to play out.

In his latest column for leading South African publication Financial Mail, Deon Gouws (Chief Investment Officer at Credo) points out that most forecasts are in fact a waste of time.

Read the (paywalled) article Read the PDF

@DeonGouws_Credo

December in review

  Archie Mayer   January 2025


December in review

December was a poor month for global equity markets, with most major indices finishing the month down. The S&P 500 and FTSE 100 fell by 2.4% and 1.3%, respectively, measured in their local currencies. Mixed economic signals aided this drop, coupled with uncertainty over US trade policies affecting markets abroad. The NASDAQ and...

Click below for the latest factsheets.

Best Ideas Portfolio Dividend Growth Portfolio
Multi-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30
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