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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


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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Maximum Equity Content


Passive Speculative Portfolio


Passive Adventurous Portfolio


Passive Balanced Portfolio


Passive Cautious Portfolio


Passive Strategic Portfolio


Passive Defensive Portfolio


Passive Highly Defensive Portfolio


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.


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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