Credo
Website: www.credogroup.com/financial-intermediaries/map-core
Introduction
Credo is an independently owned, wealth and asset management group established in 1998 with offices in London and South Africa. Credo is authorised and regulated by the FCA and is a member of the London Stock Exchange. In 2023, we won the Best Small Firm Award at the Citywire Investment Performance Awards, based on the 3 year risk-adjusted returns of our Multi-Asset Portfolios. The key points regarding our portfolios are shown below:
- The Credo Multi-Asset Portfolios team takes a different approach to many others. It makes investment decisions based on what is backed by long term academic evidence, instead of on current market trends or conditions
- 4 Core portfolios launched in 2014
- Designed to meet different client risk profiles with 4 different levels of equity exposure
- Patient and disciplined long term, evidence-based approach
- We combine rigorous research, intellectual honesty and long-term historical data to guide the decision-making process. This is evidence-based investing
- Low-turnover and focus on reducing costs
- We strive to embed the benefits of diversification across the investment process
- Independently risk rated by Defaqto
- 0.25% investment management fee
- Low underlying cost of holdings, with ETFs included
- Not suitable for regular savings or income-seeking investors
Models
Credo MAP Core 20/80
Credo MAP Core 45/55
Credo MAP Core 60/40
Credo MAP Core 70/30
Rebalance schedule
At Manager’s discretion
Charges
0.25% Investment Fee
Contact
Damian Yeomans, Head: Investment Distribution
Email: dyeomans@credogroup.com
Legal disclaimer
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Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content on this website prepared or provided by third parties, nor the accuracy and completeness of that content.
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