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.
You are willing and able to assume a moderate amount of capital risk, but with a lower allocation to growth assets and a focus on reducing potential downside.
You are willing and able to accepts short term volatility as a trade-off for higher potential returns. This portfolio has a large focus on the potential growth of capital over the long term.
You are willing and able to take significant risk to increase the return-generating potential. This is the most growth orientated profile and may be subject to substantial short term volatility.
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.