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Credo Growth Fund Z Credo GBP Acc (0P0001AH3J.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1.64100.0000 (0.00%)
At close: 09:00PM BST

Credo Growth Fund Z Credo GBP Acc

8-12 York Gate, 100 Marylebone Road, London, NW1 5DX

Management information
Roy Ettlinger,Lead manager since 3 July 2017
Roy co-founded the Credo Group in 1998 and has been the group CEO since 2005. He has over 30 years’ experience in the wealth management industry and has been managing money throughout this period.
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

CategoryGBP Flexible Allocation
Fund familyCredo Capital Limited
Net assets66.83M
YTD return-18.10%
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

Expense0P0001AH3J.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales load0.00%N/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A