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 2024, we won the Best Medium 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

• 5 Core portfolios launched in 2014

• Designed to meet different client risk profiles with 5 different levels of equity exposure

• Patient and disciplined long term, evidence-based approach

• Low-turnover and focus on reducing costs, with ETFs included

• We strive to embed the benefits of diversification across the investment process

• Independently risk rated by Defaqto and awarded a maximum 5 Diamond Rating in 2024 and 2025

• 0.25% investment management fee

• Not usually suitable for regular savings or income-seeking investors

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