Performance and Cost

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 through market cycles, providing enhanced risk adjusted returns and managing downside risk.

The cost of running an investment portfolio over the long term has one of the highest impacts on performance.

Post Mifid 2, cost transparency and 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 efficient, 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 outperform through differing market cycles, providing enhanced risk adjusted returns.

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 1999 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, drawdown range and Sharpe Ratios. We are confident you will be impressed by our performance, risk controls and costs.

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.

Our Multi-Index Portfolios

We offer a comprehensive range of risk controlled multi-index investment strategies.

About Us

Crossing Point is a discretionary investment manager bringing together the best of academic analysis and investment expertise to create enhanced investment returns at lower risk.

Our Contacts

Tara House, 7 Uplands Crescent,
Uplands, Swansea, SA2 0PA

01792 278 115

2019 © Crossing Point Investment Management. Registered in England and Wales. Reg. No. 08776208.
Authorised and regulated by the Financial Conduct Authority (FCA No 813549).