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Guardian Portfolios hold low-cost equity and bond assets to capture upside growth and aim to manage volatility to protect portfolio values from downside losses.

Welcome to Crossing Point

where money meets intelligence

Crossing Point is a discretionary investment management company that brings together academic analysis of market trends and sentiment with established investment principles to create innovative, unique, and beneficial investment solutions at very competitive prices. 

Our range of managed portfolio service (MPS) portfolios has a universal asset allocation approach driven by fundamental investment principles and academic analysis of market trends and investor sentiment.

Our distinctive investment strategies are designed with investors’ needs in mind and meet a range of varying investor requirements. We offer portfolios that aim for capital growth by investing in low-cost passive tracker funds, active investment funds, ethical funds or investment trusts. 

Each range of portfolios are risk-rated and can be used either exclusively or as part of a wider blended solution.

Our outcome focused investment strategies

Guardian Portfolios

Guardian Portfolios hold low-cost equity and bond assets with the aim of capturing upside growth and use trend-informed tactical trading with the aim of protecting portfolio values from downside losses. As these portfolios are designed to provide attractive and consistent returns while aiming to minimise sequence of returns risk and costs, they can be used within a drawdown portfolio. 

Fusion Portfolios

Fusion portfolios bring together low-cost index tracking funds and funds leading from active fund managers with the aim of capturing upside growth and use trend-informed tactical trading with the aim of protecting portfolio values from downside losses. As these portfolios are designed to provide attractive and consistent returns while aiming to minimise sequence of returns risk, they can be used within a drawdown portfolio. 

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Passive Portfolios 

Our Passive portfolios hold equity and bond index tracking funds on a buy and hold basis to capture upside capital growth at a low cost to the investor. 

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Growth Portfolios 

Our Growth portfolios bring together low-cost index tracking funds and funds from leading active fund managers into diversified portfolios on a buy and hold basis focused on growth. 

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Green Path Portfolios

Our Green Path portfolios invest in a globally

diversified range of funds which are rigorously screened using ESG criteria. 

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Heritage Portfolios

Heritage portfolios seek long-term capital growth through investing in leading established investment trusts. 

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"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."

Dr Tomiko Evans

Dr Tomiko Evans

Chief Investment Officer

"Crossing Point’s MPS portfolios change the direction and expectation of investment management. We hold equity assets to capture upside growth but use tactical trading and market sentiment measures to protect portfolio values from downside losses."

Prof Mike Buckle

Investment Manager

Prof Mike Buckle

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6 reasons to trust Crossing Point with your MPS investment mandate

Unique Investment Strategies

1. Unique Investment Strategies

Our distinctive strategies offer a diverse set of outcome focused solutions to suit your investment needs.

Attractive Returns

2. Attractive Returns

At the heart of all our portfolios is the desire to provide you with attractive long-term capital growth. Our portfolios perform very well when compared to their relevant recognised national benchmarks and technical ratios.

Risk Control

3. Risk Control

Our MPS portfolios benefit from asset allocation based upon traditional diversification principles but refined by technical trend analysis and investor sentiment.

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4. Drawdown

Our Guardian and Fusion MPS portfolios benefit from traditional diversification principles and have a double layer of risk control through tactical trading based on trend-information and economic indicators that seek to smooth returns and reduce sequence of returns risk. 

Diversified Global Asset Allocation

5. Diversified Global Asset        Allocation

Our portfolios are well-diversified, based on accredited asset allocation models, to spread your investment across different assets.

Solution-based Portfolios

6. Solution-based Investing

Our portfolios are designed with investor objectives in mind. We provide strategies to meet your investment objectives whether that is risk-controlled decumulation, capital growth, or ethical ESG investing.

Our investment portfolios are available on the following leading platforms

Discover today how Crossing Point's range of portfolios can provide your clients with strong, consistent risk-controlled returns.

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