
Sustainable Investing
Sustainable investing is an investment approach that considers environmental, social and governance (ESG) factors in portfolio selection and management. This type of investing is growing rapidly. A...
We control risk and return through a dynamic combination of asset allocation, market monitoring and tactical trading.
Both index-tracking funds and exchange-traded funds are designed to replicate the composition and performance of the index being tracked. They offer a low-cost investment solution that is ideal for our type of multi-asset portfolios and are easy to purchase and sell. Our investors hold a series of index tracking funds that replicate the major stock markets of the world.
Academic research has proven that over time passive tracker funds, particularly in developed markets, regularly outperform their actively managed but more expensive counterparts. However, the Achilles heel of any tracker fund is that it follows downward as well as upward market movement.
At Crossing Point, we take all the advantages of passive funds such as low costs, accessibility and liquidity whilst addressing this potential weakness. We make the passive truly active by applying our unique investment ability to capitalise upon upward market movement while avoiding an entrenched falling market.
We invest into the passive index tracking funds of leading investment houses such as:
The Guardian Defensive Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking a cautious investment that has a genuine prospect of capital growth.
Read MoreThe Guardian Cautious Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.
Read MoreThe Guardian Balanced Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Read MoreThe Guardian Strategic Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Read MoreThe Guardian Adventurous Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investments.
Read MoreWe are not stock brokers so we do not research or analyse individual company shares. We therefore do not offer individual stock based portfolios. We are asset allocators, market monitors and tactical traders.
Chief Investment Officer
Sustainable investing is an investment approach that considers environmental, social and governance (ESG) factors in portfolio selection and management. This type of investing is growing rapidly. A...
Many seasoned City professionals will expound the virtues of closed-ended investment trusts over their open-ended investment company (OEIC) counterparts. Investment trusts highlight lower fees, inc...
There does not appear to be a clear linear relationship between fund charges and the gross performance generated by the fund manager (FCA Asset Management Review, 2017)