Multi-Asset Portfolios

The Credo Multi-Asset Portfolios (MAP) follow an evidence based approach to investing, providing investors with diversified exposure to global assets through a selection of funds and ETFs.

Funds are selected using Credo’s in-house selection process and offered as four solutions targeting various levels of equity exposure. Portfolios are available in both GBP and USD.

You prefer lower risk investments but are willing to accept small downside risk to your capital in order to achieve a higher potential return than cash deposits. Your holdings may include investment grade bonds.

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You are prepared to assume a moderate amount of capital risk, but with a lower allocation to growth assets and a focus on minimising potential downside. There may be limited exposure to higher yielding bonds and low risk equities.

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A large focus of your portfolio is on potential growth of capital over the long term. The portfolio accepts short term volatility as a trade-off for higher potential returns. A substantial proportion of your portfolio will be allocated to riskier assets. This can take various forms, for example, a portion of the portfolio may be invested in a diversified basket of large capitalisation equities listed in developed markets, with the rest of the portfolio allocated to a mixture of investments (some of which may in fact be higher risk, such as small capitalisation and/or emerging market equities and others that are lower risk, such as investment grade bonds).

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PDF  October in review
PDF  September in review
PDF  August in review
This is the most flexible profile, with the ability to take significant risk to increase the return-generating potential. The portfolio may be subject to market exposure and substantial short term volatility. Given the flexibility, the portfolio may be invested across a basket of diversified small and large capitalisation equities, in both developing and emerging markets. However, lower risk securities may also be included, such as high yield or even investment grade bonds.

PDF  November in review
PDF  October in review
PDF  September in review
PDF  August in review

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