News

Credo Dynamic Fund featured as a “top multi-asset fund” by Trustnet

  Rupert Silver   March 2026   Trustnet

Credo Dynamic Fund featured as a “top multi-asset fund” by Trustnet

Credo Dynamic Fund Managers Rupert Silver and Ben Newton recently spoke with Trustnet about the Fund’s positioning and performance. In particular, they discussed their underweight position in fixed interest investments in favour of more exciting opportunities in alternative asset classes, such as REITS and commodities. This approach has paid off, helping the Fund to produce top-quartile performance over the past 1, 3 and 5 years.

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Equities - February in review

  Thomas Keogh   March 2026

Equities - February in review

Financial markets faced competing forces in February, with encouraging economic data and easing inflation pressures offset by rising geopolitical risks and growing questions around the scale of AI-related investment. US equities lost momentum, with the S&P 500 and Nasdaq falling by 0.8% and 3.3%, respectively, as technology stocks came under renewed pressure amid easing earnings expectations and stretched valuations, while concerns over future...

Click below for the latest factsheets.

Best Ideas Portfolio Dividend Growth Portfolio
Choose the right model for wealth management advice

  Lara Meyer   March 2026   Accountingweb

Choose the right model for wealth management advice

Jake Smith compares and explains in detail the different wealth models accounting practices can adopt. At Credo, we believe the dedicated partnership model is the most effective.

We’ve been building these partnerships for years and have consistently found that they lead to the most favourable outcomes for the client [of the accountant].

This collaborative approach gives accountants oversight of their clients’ wealth journey, requires no exclusivity when referring clients elsewhere, and keeps the Credo wealth manager accountable for the entire relationship.

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Credo Dynamic highlighted by Trustnet

  Ben Newton   March 2026   Trustnet

Credo Dynamic highlighted by Trustnet

Credo Dynamic was recently identified by Trustnet as one of three funds that have topped the IA Mixed Investment 40-85% Shares sector on multiple fronts over the past 3 years (to end of 2025). The highly competitive sector features approximately 215 funds in total. The detailed research scored funds on ten key metrics, including cumulative and discrete year returns, annualised volatility, alpha generation, Sharpe ratio, upside/downside capture and maximum drawdown. Trustnet also noted the Fund’s flexible approach, combining long-term core holdings with tactical opportunities.

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Deon Gouws featured on CNBC Africa

  Deon Gouws   March 2026   CNBC Africa

Deon Gouws featured on CNBC Africa

Last week, Deon Gouws, Chief Investment Officer at Credo, once again featured on CNBC Africa.

@DeonGouws_Credo

Deon Gouws featured on Bruce Whitfield’s Business Week podcast

  Deon Gouws   March 2026   News24

Deon Gouws featured on Bruce Whitfield’s Business Week podcast

Last week, Deon Gouws, Chief Investment Officer at Credo, was once again interviewed by Bruce Whitfield on his weekly News24 podcast (from 21:40).

@DeonGouws_Credo

January in review

  Thomas Keogh   February 2026

January in review

January began with heightened volatility across global markets, as investors navigated geopolitical shocks, including Venezuela’s sudden political upheaval and rising tensions between the US and Europe over Greenland, yet equities ultimately outperformed, supported by resilient economic...

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
Why junior ISA money still pours into cash?

  Billy Pain   February 2026   Accountingweb

Why junior ISA money still pours into cash?

CredoNews #

Despite Junior ISAs being designed for an 18 year investment horizon, the majority of contributions continue to flow into cash rather than globally diversified investments.

In a recent article for AccountingWEB, Billy Pain explores:

1. Why cash feels safe but often fails to protect long term purchasing power

2. How time and compounding do most of the heavy lifting

3. Why globally diversified, evidence based investing aligns well with JISAs

4. The opportunity for accountants and advisers to reframe the conversation with families

When a product is built for long term growth, the default choice deserves a second look.

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A crucial crossroads for product safety

  Jason Spilkin   February 2026

A crucial crossroads for product safety

CredoNews #

In the American justice system, the path to resolution can often feel complex and winding. It is sometimes said that you get the justice you can afford but the story of Monsanto (now majority-owned by Bayer) proves that money does not buy justice. Federal litigation typically begins at district courts, from which decisions may be appealed...

Read the full Spotlight
Beyond the numbers: How accountants are looking to holistic advisory services

  Billy Pain   February 2026   Accountingweb

Beyond the numbers: How accountants are looking to holistic advisory services

In this latest AccountingWEB piece, Jake Smith speaks with John Gaskell and Billy Pain on why accountancy is moving beyond compliance and towards truly holistic advisory. As technology handles the numbers, deeper advice and joined up thinking are where real client value is created.

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View from the Thames

  Deon Gouws   February 2026   Financial Mail

View from the Thames

There’s lots of talk about a bubble in Artificial Intelligence stocks.

In his latest Financial Mail column, Credo’s Chief Investment Officer, Deon Gouws, considers a few contrasting pieces on this topic from leading players in the world of investing.

You may need to subscribe to read this article.

Read the (paywalled) article Read the PDF

@DeonGouws_Credo

Fiery markets? Why planning beats predictions

  Simon Weatherup   February 2026   Accountingweb

Fiery markets? Why planning beats predictions

CredoNews #

Is the Year of the Fire Horse a sign of market volatility? Looking back to 1966 suggests it might have been. But the real lesson isn’t about predictions, it’s about preparation.

Simon Weatherup, Wealth Manager at Credo, explores what history tells us, why diversified portfolios matter, and how an investment “MOT” can keep clients aligned with their risk, objectives and long-term plans.

1. Short-term market moves are inevitable

2. Long-term outcomes are driven by structure and discipline

3. Planning should be built to withstand any year – fiery or not

A light-hearted theme with a serious message: confidence comes from a robust financial plan, not a forecast.

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Should we rename the stocks and shares ISA?

  Billy Pain   February 2026   Accountingweb

Should we rename the stocks and shares ISA?

CredoNews #

In our latest contribution to AccountingWEB, Credo’s Billy Pain explores how the long standing naming of the Stocks and Shares ISA may be unintentionally discouraging UK savers from taking advantage of a broader range of investment options.

Despite being one of the most powerful tax efficient wrappers available, many savers still default to Cash ISAs often because “stocks and shares” suggests equity only, higher risk investing.

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What is an Offshore Bond and when to consider them?

  Ross D’Addio   February 2026   Accountingweb

What is an Offshore Bond and when to consider them?

CredoNews #

Ross D’Addio explores the role of offshore bonds as a tax-efficient investment wrapper, highlighting how they can provide flexibility for UK clients in managing tax liabilities, retirement planning, and estate strategies. Rather than being an investment themselves, offshore bonds act as a vehicle to hold assets such as funds or discretionary portfolios, with the key advantage of deferring tax until withdrawals or encashment.

Ross D’Addio outlines scenarios where offshore bonds may be suitable, such as for higher-rate taxpayers, those maximizing ISA and pension allowances, or families considering wealth transfer and cautions that they may be less appropriate for clients needing short-term access or with unused tax-efficient allowances. His article underscores the importance of professional guidance when considering offshore bonds as part of a diversified financial plan.

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How the Three-Bucket framework secures your succession journey

  Billy Pain   February 2026   Business Report

How the Three-Bucket framework secures your succession journey

Following a recent feature in AccountingWeb, Billy Pain’s latest piece exploring how the three-bucket framework can help secure a clear and effective succession journey has also been published by Business Report.

The article highlights the importance of structured financial planning when balancing income needs, capital preservation and long-term legacy objectives.

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Three-Bucket Framework for business owners navigating succession

  Billy Pain   February 2026   Accountingweb

Three-Bucket Framework for business owners navigating succession

CredoNews #

Succession planning is rarely just a technical exercise. For many business owners, it is deeply personal and often overwhelming. One way to bring structure and clarity to this complexity is the Three-Bucket Framework, drawing on principles popularised in The Aspirational Investor by Ashvin B. Chhabra.

The framework encourages business owners to think about their wealth across three distinct buckets:

1. The Bulletproof Bucket

2. The Compound & Grow Bucket

3. The Aspirational Bucket

When these buckets are intentionally balanced, business owners can protect what matters most, grow capital sustainably, and still pursue future ambitions with confidence.

Billy Pain explores how this framework can support better succession planning conversations in our latest AccountingWEB article.

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December in review

  Thomas Keogh   January 2026

December in review

December failed to deliver on the “Santa Claus Rally” many investors anticipated, but global markets still ended the year on a positive note supported by easing inflationary pressures, solid corporate earnings, and expectations that major central banks will continue lowering interest rates 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
Deon Gouws featured on Bruce Whitfield’s Business Week podcast

  Deon Gouws   January 2026   News24

Deon Gouws featured on Bruce Whitfield’s Business Week podcast

Last week, Deon Gouws, Chief Investment Officer at Credo, was once again interviewed by Bruce Whitfield on his weekly News24 podcast (from 26:37).

@DeonGouws_Credo

View from the Thames

  Deon Gouws   January 2026   Financial Mail

View from the Thames

How tumultuous were financial markets actually over the course of 2025?

In his first Financial Mail column for this year, Credo’s Chief Investment Officer, Deon Gouws, reflects on this question, from the perspective of his 30 years of experience within the investment management industry.

You may need to subscribe to read this article.

Read the (paywalled) article Read the PDF

@DeonGouws_Credo

Credo Featured in AccountingWEB

  Billy Pain   January 2026   Accountingweb

Credo Featured in AccountingWEB

Jake Smith examines how strategic partnerships support practice growth. Stephen Kenny from PKF Littlejohn explains how the firm is increasing revenues and improving client satisfaction through an innovative wealth management partnership.

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