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Passive Portfolios

   

A diversified blend of equity and bond index tracking funds focused on capital growth at a low cost.

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Our Passive portfolios invest on a buy and hold basis in low-cost index tracking funds.  The portfolios use a traditional diversified asset allocation model that is further refined through and informed by our unique trend and market sentiment indicators on a quarterly basis. 

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Our seven Passive portfolios bring together low-cost index tracking funds from leading fund management groups covering all the major global markets.  This portfolio range provides diversity of assets and seeks capital growth across global equity and bond markets at a low cost to the investor.


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

Management Fee

0.15%

Reduced Fees

  

Both reduced DFM investment management fees and lower cost passive index tracking funds for growth.

 
Reduced Fees

Buy and Hold

   

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

Reduced volatility

Focused on Capital Growth

Assists accumulation strategies focused on long-term capital growth.

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Portfolio

Maximum Equity Content

Factsheets

Passive Speculative Portfolio

97%

Passive Adventurous Portfolio

85%

Passive Balanced Portfolio

60%

Passive Cautious Portfolio

45%

Passive Strategic Portfolio

70%

Passive Defensive Portfolio

35%

Passive Highly Defensive Portfolio

0%

Passive Portfolios All Factsheets

Passive Quarterly Report

Our investment portfolios are available on the following leading platforms

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

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Suite 1, 2nd Floor

Urban Village

220 High Street

Swansea

SA1 1NW

Mail: info@crossingpoint.co.uk

Tel: 01792 278 115

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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