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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Growth Fund
  • Aims to achieve capital growth through exposure to actively managed global securities
  • Multi-asset class exposure across equities, fixed income and collective investment schemes
  • Globally diversified and flexible investment strategy
  • 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
Allfunds
Ascentric
Aviva
BCI
BNY Mellon - Pershing
Embark
Glacier
Momentum
Novia
Old Mutual
Raymond James
Standard Life
Standard Life - Elevate
Transact
Credo Wealth

Creating and preserving wealth for future generations is a different journey for each client. At the outset of your journey with us, you will be introduced to your personal Relationship Manager who will be your primary contact. Your Relationship Manager will guide you through Credo's investment process, including understanding your investment objectives, risk profile and financial needs.