We benchmark each Multi-Asset Portfolio against the most relevant Investment Association Mixed Investment sector to evidence our performance.
Risk controlled multi-asset portfolios
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We offer a range of risk adjusted managed portfolio service investments. Each strategy has been created to provide an investment solution for the many different types of investors with differing risk levels and investment needs.
Our portfolios are built using diversified asset allocation models which have been refined and reviewed regularly using our unique market intelligence indicators.
Our outcome focused investment strategies
Guardian Portfolios
Guardian Portfolios hold low-cost equity and bond assets with the aim of capturing upside growth and uses trend-informed tactical trading with the aim of protecting portfolio values from downside losses. As these portfolios are designed to provide attractive and consistent returns while aiming to minimise sequence of returns risk and costs, they can be used within a drawdown portfolio.
Fusion Portfolios
Fusion portfolios bring together low-cost index tracking funds and funds leading from active fund managers with the aim of capturing upside growth and uses trend-informed tactical trading with the aim of protecting portfolio values from downside losses. As these portfolios are designed to provide attractive and consistent returns while aiming to minimise sequence of returns risk, they can be used within a drawdown portfolio.
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Our Portfolio Platform Availability
Platforms | Guardian | Fusion | Passive | Growth | Green Path | Heritage |
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2019 © Crossing Point Investment Management.
Registered in England and Wales. Reg. No. 0​8776208.
Authorised and regulated by the Financial Conduct Authority (FCA No 813549).