Two distinct strategies. One trusted manager

Discover Credo’s Global Equity and Dynamic Funds

Credo offers differentiated investment solutions designed to meet a range of client objectives. Whether you’re seeking long-term growth through global equities or balanced returns through diversified asset allocation, their funds are built on disciplined management and a commitment to value.

Credo Global Equity Fund

Harnessing global growth through high-conviction equity investing

The Credo Global Equity Fund is an actively managed portfolio of high-quality global equities, designed to deliver sustainable excess returns over time. The fund has a Value bias with a Quality overlay, focusing on fundamentally sound businesses trading below intrinsic value.

Why value investing matters

• Focus on fundamentals: Strong balance sheets, consistent earnings, and capable management.
• Margin of safety: Buying at a discount helps buffer against downside risk.
• Long-term perspective: Disciplined investing to weather volatility and capture growth.
• Avoid overvaluation: Steers clear of overpriced assets through rigorous valuation.
• Opportunity in dislocation: Capitalises on market fear to find undervalued gems.

While the fund holds names like Microsoft, Meta, and Alphabet, it remains underweight in the Magnificent 7, which dominate the MSCI World Index. Instead, it emphasises Financials, Industrials, and Consumer Discretionary sectors currently offering compelling value.

Performance highlights (as at 31 July 2025)

• 5-Year Annualised Return: 13.5%
• 1-Year Return: 15.4%
• YTD: 8.1%

Credo Dynamic Fund

Balancing growth and stability through multi-asset allocation

The Credo Dynamic Fund is a diversified fund of equities, bonds, and alternatives, with equity exposure ranging between 40–85%. It invests in both direct securities and collectives, with a Sterling bias, and is managed on a long-only basis with no derivatives or gearing.

Investment objective

To provide attractive risk-adjusted returns from a diversified portfolio of equity, fixed income, and liquid alternative investments. The fund aims to deliver equity-like returns over the long term but with lower risk.

Performance highlights (as at 31 July 2025)

• 5-Year Annualised Return: 10.9%
• 1-Year Return: 13.8%
• YTD: 7.8%

Why Credo

• Disciplined, active management with a long-term focus
• Transparent reporting and competitive fees
• Proven performance across multiple market cycles
• Global reach with local expertise

Local access made easy

To simplify access to the Credo Global Equity Fund, Credo offers the BCI Credo Global Equity Feeder Fund, available to South African investors. Additionally, all Credo funds are accessible via leading local LISPs and investment platforms in South Africa, making it easy to integrate into your existing investment strategy. Credo invites you to explore how these funds can complement your investment strategy. Please contact Credo for the latest fund commentaries or to discuss portfolio integration.