Our archive resource library contains all the brochures, portfolios and guides from Crossing Point.

Document Archive Library

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Target Market Assessment Edition 6

Crossing Point has defined target markets to help investors assess whether a specific portfolio in the Crossing Point Portfolio Management Service might be a suitable investment.

Target Market Assessment
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Target Market Assessment Edition 5

Crossing Point has defined target markets to help investors assess whether a specific portfolio in the Crossing Point Portfolio Management Service might be a suitable investment.

Target Market Assessment
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Target Market Assessment Edition 4

Crossing Point has defined target markets to help investors assess whether a specific portfolio in the Crossing Point Portfolio Management Service might be a suitable investment.

Target Market Assessment
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Portfolio Volatility Measures Edition 6

All our portfolios are mapped against volatility measures to establish risk profiles.

Portfolio Volatility Measures
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Portfolio Volatility Measures Edition 5

All our portfolios are mapped against volatility measures to establish risk profiles.

Portfolio Volatility Measures
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Portfolio Volatility Measures Edition 4

All our portfolios are mapped against volatility measures to establish risk profiles.

Portfolio Volatility Measures
Guardian Defensive Portfolio Edition 6

Guardian Defensive Edition 6

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.

Guardian Defensive Edition 6
Guardian Defensive Portfolio Edition 5

Guardian Defensive Edition 5

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.

Guardian Defensive Edition 5
Guardian Defensive Portfolio Edition 4

Guardian Defensive Edition 4

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.

Guardian Defensive Edition 4
Guardian Cautious Portfolio Edition 6

Guardian Cautious Edition 6

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.

Guardian Cautious Edition 6
Guardian Cautious Portfolio Edition 5

Guardian Cautious Edition 5

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.

Guardian Cautious Edition 5
Guardian Cautious Portfolio Edition 4

Guardian Cautious Edition 4

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.

Guardian Cautious Edition 4
Guardian Balanced Portfolio Edition 6

Guardian Balanced Edition 6

The 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.

Guardian Balanced Edition 6
Guardian Balanced Portfolio Edition 5

Guardian Balanced Edition 5

The 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.

Guardian Balanced Edition 5
Guardian Balanced Portfolio Edition 4

Guardian Balanced Edition 4

The 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.

Guardian Balanced Edition 4
Guardian Strategic Portfolio Edition 6

Guardian Strategic Edition 6

The 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.

Guardian Strategic Edition 6
Guardian Strategic Portfolio Edition 5

Guardian Strategic Edition 5

The 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.

Guardian Strategic Edition 5
Guardian Strategic Portfolio Edition 4

Guardian Strategic Edition 4

The 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.

Guardian Strategic Edition 4
Guardian Adventurous Portfolio Edition 6

Guardian Adventurous Edition 6

The 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.

Guardian Adventurous Edition 6
Guardian Adventurous Portfolio Edition 5

Guardian Adventurous Edition 5

The 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.

Guardian Adventurous Edition 5
Guardian Adventurous Portfolio Edition 4

Guardian Adventurous Edition 4

The 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.

Guardian Adventurous Edition 4
Foundation Defensive Portfolio Edition 6

Foundation Defensive Edition 6

The Foundation Defensive Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking a cautious investment that has a genuine prospect of capital growth.

Foundation Defensive Edition 6
Foundation Cautious Portfolio Edition 6

Foundation Cautious Edition 6

The Foundation Cautious Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.

Foundation Cautious Edition 6
Foundation Balanced Portfolio Edition 6

Foundation Balanced Edition 6

The Foundation Balanced Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

Foundation Balanced Edition 6
Foundation Strategic Portfolio Edition 6

Foundation Strategic Edition 6

The Foundation Strategic Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

Foundation Strategic Edition 6
Foundation Adventurous Portfolio Edition 6

Foundation Adventurous Edition 6

The Foundation Adventurous Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investments.

Foundation Adventurous Edition 6
Heritage Cautious Portfolio Edition 6

Heritage Cautious Edition 6

The Heritage Cautious Portfolio is an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of equity investment trusts.

Heritage Cautious Edition 6
Heritage Cautious Portfolio Edition 5

Heritage Cautious Edition 5

The Heritage Cautious Portfolio is an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of equity investment trusts.

Heritage Cautious Edition 5
Heritage Cautious Portfolio Edition 4

Heritage Cautious Edition 4

The Heritage Cautious Portfolio is an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of equity investment trusts.

Heritage Cautious Edition 4
Heritage Balanced Portfolio Edition 6

Heritage Balanced Edition 6

The Heritage Balanced Portfolio is an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investment trusts.

Heritage Balanced Edition 6
Heritage Balanced Portfolio Edition 5

Heritage Balanced Edition 5

The Heritage Balanced Portfolio is an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investment trusts.

Heritage Balanced Edition 5
Heritage Balanced Portfolio Edition 4

Heritage Balanced Edition 4

The Heritage Balanced Portfolio is an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investment trusts.

Heritage Balanced Edition 4
Heritage Strategic Portfolio Edition 6

Heritage Strategic Edition 6

The Heritage Strategic Portfolio is a an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments trusts.

Heritage Strategic Edition 6
Heritage Strategic Portfolio Edition 5

Heritage Strategic Edition 5

The Heritage Strategic Portfolio is a an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments trusts.

Heritage Strategic Edition 5
Heritage Strategic Portfolio Edition 4

Heritage Strategic Edition 4

The Heritage Strategic Portfolio is a an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments trusts.

Heritage Strategic Edition 4
Heritage Adventurous Portfolio Edition 6

Heritage Adventurous Edition 6

The Heritage Adventurous Portfolio is a an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investment trusts.

Heritage Adventurous Edition 6
Heritage Adventurous Portfolio Edition 5

Heritage Adventurous Edition 5

The Heritage Adventurous Portfolio is a an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investment trusts.

Heritage Adventurous Edition 5
Heritage Adventurous Portfolio Edition 4

Heritage Adventurous Edition 4

The Heritage Adventurous Portfolio is a an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investment trusts.

Heritage Adventurous Edition 4
Heritage Cautious Dividend Edition 6

Heritage Cautious Dividend Edition 6

The Heritage Dividend Cautious Portfolio is an active income distribution strategy. It is aimed at medium to long-term investors who are seeking a natural income of over 3% and growth from a diversified portfolio of equity investment trusts and passive bond funds.

Heritage Cautious Dividend Edition 6
Heritage Balanced Dividend Edition 6

Heritage Balanced Dividend Edition 6

The Heritage Dividend Balanced Portfolio is an active income distribution strategy. It is aimed at medium to long-term investors who are seeking a natural income and growth from a diversified portfolio of equity investment trusts and passive bond funds.

Heritage Balanced Dividend Edition 6
Green Path Cautious Portfolio Edition 6

Green Path Cautious Edition 6

The Green Path Cautious Portfolio is a tactically traded SRI/ESG 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.

Green Path Cautious Edition 6
Green Path Cautious Portfolio Edition 5

Green Path Cautious Edition 5

The Green Path Cautious Portfolio is a tactically traded SRI/ESG 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.

Green Path Cautious Edition 5
Green Path Cautious Portfolio Edition 4

Green Path Cautious Edition 4

The Green Path Cautious Portfolio is a tactically traded SRI/ESG 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.

Green Path Cautious Edition 4
Green Path Balanced Portfolio Edition 6

Green Path Balanced Edition 6

The Green Path Balanced Portfolio is a tactically traded SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

Green Path Balanced Edition 6
Green Path Balanced Portfolio Edition 5

Green Path Balanced Edition 5

The Green Path Balanced Portfolio is a tactically traded SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

Green Path Balanced Edition 5
Green Path Balanced Portfolio Edition 4

Green Path Balanced Edition 4

The Green Path Balanced Portfolio is a tactically traded SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

Green Path Balanced Edition 4
Green Path Strategic Portfolio Edition 6

Green Path Strategic Edition 6

The Green Path Strategic Portfolio is a tactically traded SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

Green Path Strategic Edition 6
Green Path Strategic Portfolio Edition 5

Green Path Strategic Edition 5

The Green Path Strategic Portfolio is a tactically traded SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

Green Path Strategic Edition 5
Green Path Strategic Portfolio Edition 4

Green Path Strategic Edition 4

The Green Path Strategic Portfolio is a tactically traded SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

Green Path Strategic Edition 4