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.
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The 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.
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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.
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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.
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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.
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
All Guardian portfolios have outperformed across all time periods. Our further statistics such as volatility, maximum drawdown and sortino ratios are all also better than the relevant benchmarks.
Income seekers investing in listed shares of UK companies are currently at risk of losing out on billions of pounds in dividends, as a cessation of economic activity due to an enforced lockdown to ...
Although there was a rally in market values this week, we do not yet feel that there is enough information to decide to enter Guardian portfolios back into the markets. Guardian portfolios are desi...