Multi-Index Portfolios

We benchmark each Multi-Index Portfolios against the most relevant national sector averages to evidence our performance.

Our Multi-Index Portfolios bring together a blend of single strategies in one diversified portfolio.

The blending is driven by asset allocation analysis provided by Morningstar and Global GDP percentages provided by the OECD. Each multi-index strategy has a maximum equity content and therefore is risk related. We benchmark the performance of these strategies against the relevant Investment Association (IA) Mixed Investment sectors. Each single index strategy is separately monitored and can be traded in and out of equity index independently to the other indexes that make up the multi-index strategy.

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

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Defensive Multi-Index

Portfolio
Risk Level 2

The Defensive Multi-Index Portfolio is a tactically traded passive growth strategy managed on a discretionary basis by Crossing Point Investment Managers. It is aimed at medium to long term investors who are seeking a cautious investment that has a genuine prospect of capital growth.

The Defensive Multi-Index Portfolio is benchmarked against the average performance of the IA Mixed Investment 0% - 35% Equity Sector and has a risk rating and investor profile of 2 out of 10.

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Cautious Multi-Index

Portfolio
Risk Level 4

The Cautious Multi-Index Portfolio is a tactically traded passive growth strategy managed on a discretionary basis by Crossing Point Investment Managers. It is aimed at medium to long term investors who are seeking a cautious investment that has a genuine prospect of capital growth.

The Cautious Multi-Index Portfolio is benchmarked against the average performance of the IA Mixed Investment 20% - 60% Equity Sector and has a risk rating and investor profile of 4 out of 10.

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Balanced Multi-Index

Portfolio
Risk Level 6

The Balanced Multi-Index Portfolio is a tactically traded passive growth strategy managed on a discretionary basis by Crossing Point Investment Managers. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

The Balanced Multi-Index Portfolio is benchmarked against the average performance of the IA Mixed Investment 40%-85% Equity Sector and has a risk rating and investor profile of 6 out of 10.

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Strategic Multi-Index

Portfolio
Risk Level 8

The Strategic Multi-Index Portfolio is a tactically traded passive growth strategy managed on a discretionary basis by Crossing Point Investment Managers. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

The Strategic Multi-Index Portfolio is benchmarked against the average performance of the IA Mixed Investment 40%-85% Equity Sector and has a risk rating and investor profile of 8 out of 10.

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Adventurous Multi-Index

Portfolio
Risk Level 9

The Adventurous Multi-Index Portfolio is a tactically traded passive growth strategy managed on a discretionary basis by Crossing Point Investment Managers. It is aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investments.

The Adventurous Multi-Index Portfolio is benchmarked against the average performance of the IA Flexible Investment Sector and has a risk rating and investor profile of 9 out of 10.

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At any one time based upon our tactical trading signals each Multi-Index Portfolios may hold an equity allocation between the published maximum and nil.

The equity index tracker funds we may hold within our portfolios at any one time include;

The Financial Times Stock Exchange 100 Index, also called the FTSE 100 Index, is a share index of the 100 companies listed on the London Stock Exchange with the highest market capitalisation. It is seen as a gauge of prosperity for businesses regulated by UK company law. The index is maintained by the FTSE Group, a subsidiary of the London Stock Exchange Group.
The FTSE All-Share Index, originally known as the FTSE Actuaries All Share Index, is a capitalisation-weighted index, comprising around 600 of more than 2,000 companies traded on the London Stock Exchange. As at 29 December 2017 the constituents of this index totalled 641 companies (source FTSE Russell All-Share Index fact sheet). It aims to represent at least 98% of the full capital value of all UK companies that qualify as eligible for inclusion. The index base date is 10 April 1962 with a base level of 100.
The FTSE 250 Index is a capitalisation-weighted index consisting of the 101st to the 350th largest companies listed on the London Stock Exchange. Promotions and demotions to and from the index occur quarterly in March, June, September, and December. The Index is calculated in real-time and published every minute.
The Standard & Poor's 500, often abbreviated as the S&P 500, is an American stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ.
The MSCI Europe ex UK Index captures large and mid cap representation across 14 Developed Markets (DM) countries in Europe. With 346 constituents, the index covers approximately 85% of the free float-adjusted market capitalization across European Developed Markets excluding the UK.
The Fund aims to achieve capital growth by tracking closely the performance of the FTSE World Asia-Pacific ex-Japan Index, the Fund’s benchmark index. The Fund invests in equity securities of companies that make up the benchmark index.
The Nikkei 225, more commonly called the Nikkei, the Nikkei index, or the Nikkei Stock Average, is a stock market index for the Tokyo Stock Exchange. It has been calculated daily by the Nihon Keizai Shinbun newspaper since 1950.
The MSCI World Small Cap Index captures small cap representation across 23 Developed Markets (DM) countries. With 4,377 constituents, the index covers approximately 14% of the free float-adjusted market capitalization in each country.
In 1988, MSCI launched the Emerging Markets Index, which consisted of just 10 countries representing less than 1% of world market capitalization. Today the MSCI Emerging Markets Index consists of 24 countries representing 10% of world market capitalization. The Index is available for a number of regions, market segments/sizes and covers approximately 85% of the free float-adjusted market capitalization in each of the 24 countries.

The non-equity index tracker funds we may hold within our portfolios at any one time include;

Gilt-edged securities are bonds issued by the UK Government. The term is of British origin, and then referred to the debt securities issued by the Bank of England on behalf of His/Her Majesty's Treasury, whose paper certificates had a gilt (or gilded) edge. Hence, they are known as gilt-edged securities, or gilts for short.
Index-linked gilts differ from conventional gilts in that coupon and principal payments are adjusted in line with movements in inflation. Index-linked gilts are reported as a separate ‘of which’ item, for each residual maturity split. This enhanced granularity will enable users to identify, within residual maturity splits, the proportions that are impacted by changes in the Retail Price Index (RPI).
The U.S. Dollar Index (USDX, DXY, DX) is an index (or measure) of the value of the United States dollar relative to a basket of foreign currencies, often referred to as a basket of U.S. trade partners' currencies. The Index goes up when the U.S. dollar gains "strength" (value) when compared to other currencies.
UK Commercial Property Trust (LSE: UKCM) is a large British investment trust dedicated to investments in UK commercial properties. Established in 2006, the company is a constituent of the FTSE 250 Index. The Chairman is Christopher Hill. It invests in shopping centres, shops, office buildings and industrial estates and warehousing/distribution centres.
Top 5 Natural Resources Mutual Funds (FSCHX, AWTAX) The natural resources sector includes securities of companies engaged in extractive practices of commodities, including mining for coal, metallic ore, sand, gravel and oil shale; logging of naturally occurring trees; and drilling for oil and gas.
A bond index or bond market index is a method of measuring the value of a section of the bond market. It is computed from the prices of selected bonds (typically a weighted average). It is a tool used by investors and financial managers to describe the market, and to compare the return on specific investments.
The Fund seeks to provide returns consistent with the performance of the Bloomberg Barclays Global Aggregate Corporate Float Adjusted index, a market-weighted index of corporate fixed income investments.
The Fund aims to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the FTSE World Government Bond Index, the Fund’s benchmark index. The Fund aims to invest as far as possible and practicable in the fixed income (FI) securities (such as bonds) that make up the benchmark index and comply with its credit rating requirements.

The alternative asset to an equity is a non-correlated UK gilt index or cash fund. The gilt index tracks the performance of UK government gilts and offers investors a safe home at times of equity volatility. Equities and gilts are non-correlated assets that often rise and fall in opposite directions.

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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.

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Authorised and regulated by the Financial Conduct Authority (FCA No 813549).