Credo Global Equity A Retail Acc GBP

Ranked 204 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Jarrod Cahn

Jarrod Cahn is the lead portfolio manager of the Credo Global Equity fund. The Credo Global Equity Fund is a long-only, global equity fund that follows a primarily bottom-up and value-based investment strategy. Cahn is also a senior portfolio manager and director of Credo Wealth with over 20 years of industry experience. He holds a BA (LLB) from the University of the Witwatersrand (South Africa) and is a qualified attorney on the non-practising roll in South Africa.

Objective

The investment objective of the Fund is to generate sustainable excess returns versus global equity market indices through an actively managed portfolio of equities from issuers across global equity markets. There can be no assurance that the Fund will achieve its investment objective. The Fund will seek to achieve its investment objective by investing in a broad and diversified range of global equities investments. The Investment Manager will focus on a diversified portfolio of global equities, which the Investment Manager believes to be well positioned to outperform the wider equity market over the longer term.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 204/752 Total Return
  • Rank 561/752 Standard Deviation
  • Rank 403/752 Max Drawdown
Fund Name Currency Loss
401 Allianz Global Sustainability - A - EUR GBP

-11.9%

401 AB SICAV I-Low Volatility Equity Pf I GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.9%

403 Credo Global Equity A Retail Acc GBP GBP

-11.9%

404 Capital Group New Perspective (Lux) B USD GBP

-12.0%

405 JSS OekoSar Equity - Global P EUR dist GBP

-12.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.3%
2018 -6.1% -8.9% 10.3% 4.3% -10.4%
2017 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date03/07/2017
  • Share Class size21Mn
  • Base currencyGBP
  • ISIN IE00BDFZR877

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).