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Growth Portfolios

   

A diversified blend of passive and active funds focused upon capital growth at a low cost.

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Our six Growth portfolios bring together a blend of low-cost equity and bond index trackers as well as leading active investment funds invested on a buy and hold basis. This blend seeks to bring the best of low-cost passive and leading active management into one portfolio range to provide a diversification of assets focused on capital growth at a competitive price.  

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The portfolios use a traditional diversified asset allocation model that is further refined and informed through our unique trend and market sentiment indicators on a quarterly basis.  

 

The Growth portfolios are designed to assist in efficient, reliable, low-cost investment and pension accumulation strategies.
 

Focused on Capital Growth

  

Assists accumulation strategies focused on long-term capital growth.

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Buy and Hold

    

Invests in an internationally diversified blend of passive and active equity, fixed income, and alternative funds held on a buy and hold basis.

Reduced volatility

Management Fee

0.15%

Reduced Fees

  

Lower DFM investment management fees and a mix of low-cost passive index tracking funds combined with a few selected active investment management funds.

Reduced Fees

Portfolio

Maximum Equity Content 

Factsheets

Growth Speculative Portfolio

97%

Growth Adventurous Portfolio

85%

Growth Balanced Portfolio

60%

Growth Strategic Portfolio

70%

Growth Cautious Portfolio

45%

Growth Defensive Portfolio

35%

Growth Portfolios All Factsheets

Our investment portfolios are available on the following leading platforms

Contact Us

Please contact us for more information about any of our investment strategies.

Crossing Point Brochure

Download our Client Brochure to find out more about Crossing Point Investment Management and our MPS solutions.

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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).

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