top of page
Screenshot 2023-09-04 at 16.52.03.png

Benefit from modest fees and low-cost funds in order to keep more of your returns.

Costs & Charges

Our investment portfolios are actively managed to outperform over market cycles and provide consistent risk-adjusted returns.

The cost of running an investment portfolio over the long-term has one of the highest impacts on performance. Since the introduction of MIFID11, cost transparency and cost awareness has become even more of an important factor when considering a DFM option for your clients.

We work to ensure that the funds we select are some of the lowest cost funds available for each market. We often use passive, tracker funds in order to obtain global market exposure at a lower price. We also complete further due diligence in order to assess the impact of any added one-off fees, transaction fees, and ongoing charges. 

To further reduce costs for your clients, we also actively minimise our costs in order to keep our fees low.

Our low management fees and dynamic use of low-cost investment instruments represent a significant evolution in effectively utilising modern access to global markets.

Our investment portfolios are available on the following leading platforms

"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."

Dr Tomiko Evans

Chief Investment Officer

Dr Tomiko Evans

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

bottom of page