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You are here: Manager factsheet

Roy Ettlinger
Credo Capital Limited
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Manager profile
Roy Ettlinger is the sole portfolio manager of the Credo Growth fund and co-founded the Credo Group in 1998. Until October 2020, he was also the firm’s chief executive officer. Ettlinger helped seed the Credo Growth fund and remains a significant investor. He has more than 30 years of experience in the wealth management industry and is also a chartered accountant.
Total return for Roy Ettlinger
Manager career performance
Discrete calendar year performance : Roy Ettlinger

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Roy Ettlinger 4.8 25.7 18.2 -9.6 -2.8 15.3 16.1 -5.1 7.0 -
Peer Group Composite 8.2 9.5 1.0 -0.9 1.6 5.2 6.6 -2.2 2.1 -
Over / Under -3.4 16.2 17.2 -8.7 -4.4 10.1 9.5 -2.9 4.9 -
Performance vs peer group composite: Roy Ettlinger
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Credo Growth Lead manager IA Flexible Investment since Jul 03 2017 to present
Funds managed previously
Fund Periods
No previously managed funds
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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