Welcome to Crossing Point
where money meets intelligence
Crossing Point is a discretionary investment management company bringing together the best of academic analysis and investment expertise to create innovative and unique investment solutions.
Our distinctive investment strategies are designed to meet a range of varying investor requirements whether that be risk controlled decumulation, capital growth, ethical ESG investing or natural dividend income. Each strategy has several different risk-based portfolios to use either exclusively or as part of a larger asset allocation.
Our Unique Trend-Following Strategy
Our Guardian strategy aims to offer the benefits of global stock market growth while also managing downside risk through the use of trend-following strategies. A combination of varying average stock price movements can, when rising, signal a buy opportunity or, when falling, can be a signal to sell.
Trend-following strategies have been shown to significantly reduce volatility and maximum drawdowns, while providing consistent capital returns. Our sophisticated algorithm represents the best in modern investment philosophy and delivers on cost, accessibility and performance.
We analyse the movement of stock market prices over differing time periods in order to decide if a market has rising momentum and should be bought or falling momentum and should be sold.
Tomiko EvansChief Investment Officer
Crossing Point’s Guardian portfolio is changing the direction and expectation of investment management. We hold equity assets to capture upside growth but use tactical trading to protect portfolio values from downside losses.
Prof Mike BuckleInvestment Manager
Our outcome focused investment strategies
Guardian portfolios hold equity assets to capture upside growth but use tactical trading to protect portfolio values from downside loses.Find out more
Green Path Portfolios
Our Green Path ESG strategies allow investors to take a positive approach to sustainable investment. Investors can have both profit and principles.Find out more
We offer a low-cost, long-only investment strategy that utilises the same low-cost index tracking funds held within our Guardian portfolios.Find out more
Heritage and Heritage Dividend Portfolios
Heritage investment trust portfolios provide superior returns and consistent dividends with greater diversification and range of holdings.Find out more
Our investment portfolios are available on the following leading platforms
6 reasons to trust Crossing Point with your investment mandate
1. Unique Investment Strategies
Our distinctive strategies offer a diverse set of outcome focused solutions to suit a wide range of investors compared to what is commonly available from many established discretionary investment managers.
2. Attractive Returns
At the heart of all our portfolios is the desire to provide attractive long-term capital growth. Our portfolios perform very well when compared to their relevant national benchmarks and technical ratios.
3. Risk Control
All of our Guardian portfolios are tactically managed using technical, trend-following indicators that help smooth returns and reduce volatility and maximum drawdowns. These portfolios offer a double layer of risk control without compromising returns.
4. Diversified Global Asset Allocation
All our portfolios are well-diversified, based on accredited asset allocation models and either use index tracker-funds, exchange traded funds or investment trusts to gain a full global asset class exposure.
5. Solution-based Portfolios
Our portfolios are designed with a client objective in mind. We match strategies to investment outcomes or objectives whether that is risk controlled decumulation, capital growth, ethical ESG investing or natural dividend income.
6. IFA focused
We strive to provide clear and transparent information about all our investment decisions. All the most recent fact sheets, FE reports, selected funds, and performance statistics are available online monthly as well as regular investment updates. We support our IFA community through close and profitable working relationships.
Our fees are only 0.25% plus vat on all of our portfolios
We keep our costs down in order to provide you with exceptional service at reduced management fees. We access capital markets through low-cost index-tracking funds and investment trusts and monitor the available funds regularly to ensure that our selected funds have both favourable returns and low fees.Portfolio costs and charges Full list of strategies’ costs and charges
At Crossing Point, we believe high performance does not have to come at a high cost. An efficient, modern, rigorously tested approach allows us to deliver our service in a transparent, highly competitive package.