
Fund Selection Criteria
Our fund selection criteria document provides insight into our selection process.
Fund Selection CriteriaOur resource library contains all the brochures, portfolios, guides and questionnaires from Crossing Point.
Our fund selection criteria document provides insight into our selection process.
Fund Selection CriteriaOur due diligence document provides insight to our business and investment management.
Due Diligence BrochureOur Investment Summary is a client facing document that explains our service and our costs to an investor.
Investment SummaryOur Investment Policy Statement is a client facing document that explains the expectations, benchmarking and risks associated with our portfolios.
Investment PolicyOur Suitability Document provides information about our company, portfolios, and investment management process.
Suitability DocumentCrossing Point has defined target markets to help investors assess whether a specific portfolio in the Crossing Point Portfolio Management Service might be a suitable investment.
Target Market AssessmentOur introduction form is used by IFAs when submitting new business and further business to us via their chosen platform. This form allows us to register and track the investment.
Introduction FormThe Crossing Point Introduction document provides an overview of Crossing Point, our portfolios, and our investment management strategy.
Crossing Point IntroductionOur client portfolio update can be used as part of a client quarterly review or the individual pages can be used separately to explain the Crossing Point strategies and why we are different.
Client Portfolio UpdateFinancial ratios explained can be used to give a quick overview of the some of the financial indicators to clients.
Financial Ratios ExplainedThis document demonstrates the impact that the sequence of positive and negative rates of return can have on an investment.
Sequence of Returns RiskOur outcome based portfolio solutions document provides insight into the objectives of our portfolios.
Outcome Based Portfolio SolutionsThis document demonstrates the impact high costs can have on the final value of an investment.
Impact of CostThe Guardian decumulation strategy document displays the effectiveness of the Guardian portfolios as a decumulation strategy.
Guardian Decumulation StrategyGuardian trend following during a crisis document shows how the strategy worked in back testing during the 2008 crisis and live through the Covid-19 crisis.
Guardian Trend FollowingThis document is a guide to retirement income portfolios and details a 3-way portfolio split between short, medium, and long-term objectives.
Guide to Retirement IncomeThis consolidated document combines a number of the sales aids for the Guardian portfolios.
Guardian Consolidated Sales AidThe Guardian Defensive Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking a cautious investment that has a genuine prospect of capital growth.
Guardian Defensive PortfolioThe Guardian Defensive Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking a cautious investment that has a genuine prospect of capital growth.
Guardian Cautious PortfolioThe Guardian Balanced Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Guardian Balanced PortfolioThe Guardian Strategic Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Guardian Strategic PortfolioThe Guardian Adventurous Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investments.
Guardian Adventurous PortfolioHere are the FE Analytics reports that compare the relative performance over the past five years and the respective technical ratios for each of the five Guardian Portfolios against one another.
Guardian Performance ReportThis review covers the quarter until the 30th June 2022. Our Guardian portfolios have performed well in the recent volatile markets.
Guardian Performance ReviewThe Fusion Defensive Portfolio is a blended, tactically-traded passive and active growth strategy. It is aimed at medium to long- term investors who are seeking a cautious investment that has a genuine prospect of capital growth.
Fusion Defensive PortfolioThe Fusion Cautious Portfolio is a blended, tactically-traded passive and active growth strategy. It is aimed at medium to long-term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.
Fusion Cautious PortfolioThe Fusion Balanced Portfolio is a blended, tactically-traded passive and active growth strategy. It is aimed at medium to long-term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Fusion Balanced PortfolioThe Fusion Strategic Portfolio is a blended, tactically-traded passive and active growth strategy. It is aimed at medium to long-term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Fusion Strategic PortfolioThe Fusion Adventurous Portfolio is a blended, tactically-traded passive and active growth strategy. It is aimed at medium to long-term investors who are seeking capital growth from a speculative portfolio of mainly equity investments.
Fusion Adventurous PortfolioThe Heritage Cautious Portfolio is an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of equity investment trusts.
Heritage Cautious PortfolioThe Heritage Balanced Portfolio is an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investment trusts.
Heritage Balanced PortfolioThe Heritage Strategic Portfolio is a an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments trusts.
Heritage Strategic PortfolioThe Heritage Adventurous Portfolio is a an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investment trusts.
Heritage Adventurous PortfolioHere are the FE Analytics reports that compare the relative performance over the past five years and the respective technical ratios for each of the four Heritage Portfolios against one another.
Heritage Performance ReportThis review covers the quarter until the 30th April 2022.
Heritage Performance ReviewThe Green Path Cautious Portfolio is a SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.
Green Path Cautious PortfolioThe Green Path Balanced Portfolio is a SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Green Path Balanced PortfolioThe Green Path Strategic Portfolio is a SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Green Path Strategic PortfolioHere are the FE Analytics reports that compare the relative performance over the past year and the respective technical ratios for each of the three Green Path Portfolios against one another.
Green Path Performance ReportThis review covers the quarter until the 30th April 2022.
Green Path Performance ReviewThe information provided within this website is intended solely for investment advisers and professional financial intermediaries who are authorised and regulated by the Financial Conduct Authority. This information must not be distributed to, or relied upon by, private clients and the general public.
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