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

Performance and Cost

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 to introduction of MIFID11 cost transparency and cost awareness has become even more of an important factor when considering a DFM option for your clients.

Our low management fees and dynamic use of low-cost investment instruments represent a significant evolution in effectively utilising modern access to global markets. Crossing Point applies a sophisticated, proven method of active management. Our strategies are focused to provide consistent returns through differing market cycles.

We seek to fully exploit rising markets but avoid the full impact of a damaging bear cycle. We place capital preservation as a core attribute of our service.

Our academic research has been back tested from 1996 while our portfolio performance has been tested over the past 5 years. We publish the performance of our portfolios as measures against leading and relevant national benchmarks every month. We also publish our risk measures such as volatility, alpha, beta, maximum drawdown, Sortino ratio and Sharpe ratios. We are confident you will be impressed by our performance, risk controls and costs.

Cost and Charges

0.25% plus vat

Portfolio Our Fees
Fund Costs
Weighted TER
Guardian Defensive 0.30% 0.22% 0.52% View
Guardian Cautious 0.30% 0.20% 0.50% View
Guardian Balanced 0.30% 0.18% 0.48% View
Guardian Strategic 0.30% 0.17% 0.47% View
Guardian Adventurous 0.30% 0.15% 0.45% View
Green Path Cautious 0.30% 0.24% 0.54% View
Green Path Balanced 0.30% 0.27% 0.57% View
Green Path Strategic 0.30% 0.29% 0.59% View
Heritage Cautious 0.30% 0.52% 0.82% View
Heritage Balanced 0.30% 0.63% 0.93% View
Heritage Strategic 0.30% 0.74% 1.04% View
Heritage Adventurous 0.30% 0.84% 1.14% View

Available on the following platforms:

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Tomiko Evans Chief Investment Officer
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.

Tomiko Evans

Chief Investment Officer


Crossing Point’s trend-following strategy for portfolio management is a relatively new process. Therefore, it has to be retrospectively backtested. Our investment process follows a strict rules-based system.

We show what would have happened back to 1996 using Crossing Point’s strategy on market indexes trading into both cash and a UK All Stock gilt index when not invested into equities. We have managed live money from October 2017 further allowing us to refine our processes.

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

The effect of fund charges on performance

There does not appear to be a clear linear relationship between fund charges and the gross performance generated by the fund manager (FCA Asset Management Review, 2017)

Looking at the relationship between charges and performance net of fees, the FCA found some evidence that more expensive active-funds underperformed cheaper active-funds.

The evidence suggests that there has been no clear linear relationship between the gross fund performance and the level of ongoing charges for retail active equity-funds in the UK over the period examined.

The impact of higher fees for more expensive active-funds on average has meant that they underperformed cheaper active-funds.