Green Path Fund Selection Criteria
Green Path portfolios use well-regarded ethical mutual funds and exchange traded funds (ETFs), giving you a balance of shares, bonds and some thematic investments, such as gender equality. The fund...
We control risk and return through a dynamic combination of asset allocation, market monitoring and tactical trading.
Active Index Tracking
The markets we monitor are the major economic regions and countries of the world. The most relevant assets for us to buy and hold are index-tracker funds or exchange-traded funds (ETF).
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:
Discover today how Crossing Point's range of portfolios can provide your clients with strong, consistent risk-controlled returns.
Defensive Portfolio
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.
Read More
Cautious Portfolio
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.
Read More
Balanced Portfolio
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.
Read More
Strategic Portfolio
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.
Read More
Adventurous Portfolio
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.
Tomiko Evans
Chief Investment Officer
Our Latest Investment News
Monthly Portfolio Update February 2020
The coronavirus has unsettled markets and had repercussions throughout China, the far east and globally. So far, the virus has infected over 24,300 people and caused 490 deaths within China (as of ...
What is Responsible Investing?
Responsible investment explicitly acknowledges the importance of Environmental, Social and Governance (ESG) factors in the investment decision. There are many ways of investing responsibly and thre...