By understanding return targets and risk tolerances, we can select investment solutions to meet your needs. We aim to allocate capital across diverse asset classes to reduce overall risk whilst enhancing returns over the investment period.
Our investment products range from direct equity and fixed income to multi-asset portfolios and funds.
Credo’s largest asset pool of assets, with over £750m in discretionary AUM, provides clients with exposure to liquid stocks from around the world, with a focus on large cap equities listed in developed markets.
Our fixed income capability provides for varying risk appetites and includes moderate as well as more aggressive options. Minimising credit risk is paramount to our approach.
These portfolios provide exposure to a variety of asset classes through a variety of external, best-of-breed funds. Different risk profiles are accommodated by varying the strategic asset allocation of these solutions.