Global Equity Fund
  • Long-only global equity fund which we believe to be well-positioned to outperform the wider equity market over the longer term
  • Bias towards developed market, large capitalisation stocks
  • Facilitates broader diversification as well as more tactical management of our overall equity view from time to time
  • Ideally suited to investors with a high-risk tolerance and investment time horizon of at least 5 years

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Global Equity Feeder Fund
(SA Rand Investment)
Dynamic Fund
  • Aims to achieve a balance of income and capital growth over the longer term
  • Draws upon Credo’s broad depth of expertise in both fixed income and equity markets
  • Flexibility to allocate capital across asset classes depending on market conditions
  • Sterling denominated and complimentary product to global portfolios
  • Ideally suited to investors with a high-risk tolerance and investment time horizon of at least 5 years

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Where to find us

Credo
7IM
Ascentric
Aviva
BCI
BNY Mellon - Pershing
Embark
Glacier
Momentum
Novia
Old Mutual
Raymond James
Standard Life
Transact
Credo Wealth Solutions

Credo's Wealth Solutions are suited to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms, Stock Brokers and Family Offices looking for a trusted partner. Credo offers Financial Intermediaries access to a Wealth Platform with whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, global custody (onshore & offshore), white-labelled Investor reporting, an online Investor portal and support for 20+ currencies. A range of Investment Solutions which includes Actively Managed Funds, Managed Portfolios and Bespoke Discretionary Management is also available. Our platform currently supports more than 20 Financial Intermediaries, with Assets under Custody in excess of £1.6bn, representing over 4,500 Investors.