Credo Dynamic Z Credo GBP Acc (0P0001AH3H.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Credo Dynamic Z Credo GBP Acc
8-12 York Gate, 100 Marylebone Road, London, NW1 5DX
+44 (0)20 7968 8300
Management information
,Lead manager since 3 July 2017
Ben Newton is co-manager of the Credo Dynamic Fund, the objective of which is to provide attractive risk-adjusted returns from a diversified portfolio of equity, fixed income and liquid alternative investments, with a focus on sterling assets. The fund aims to achieve equity-like returns over the long term but with lower risk. Newton joined Credo as an investment manager in 2014 and before that, he worked at Barclays Wealth & Investments as a discretionary portfolio manager. He is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyCredo Capital Limited
Net assets56.15M
YTD return4.86%
Yield0.00%
Morningstar rating★★★★★
Inception date3 Jul 2017
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P0001AH3H.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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