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.
Document Resource Library
We offer a comprehensive range of risk controlled multi-index and ethical portfolios along with a long only investment trust portfolios.
Due Diligence Brochure
Our due diligence document provides insight to our business and investment management.
Due Diligence Brochure
Investment Summary
Our Investment Summary is a client facing document that explains our service and our costs to an investor.
Investment Summary
Investment Policy
Our Investment Policy Statement is a client facing document that explains the expectations, benchmarking and risks associated with our portfolios.
Investment Policy
Suitability Document
Our Suitability Document provides information about our company, portfolios, and investment management process.
Suitability Document
Target Market Assessment
Crossing 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 Assessment
Introduction Form
Our 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 Form
Crossing Point Introduction
The Crossing Point Introduction document provides an overview of Crossing Point, our portfolios, and our investment management strategy.
Crossing Point Introduction
Client Portfolio Update
Our 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 Update
Financial Ratios Explained
Financial ratios explained can be used to give a quick overview of the some of the financial indicators to clients.
Financial Ratios Explained
Sequence of Returns Risk
This document demonstrates the impact that the sequence of positive and negative rates of return can have on an investment.
Sequence of Returns Risk
Outcome Based Portfolio Solutions
Our outcome based portfolio solutions document provides insight into the objectives of our portfolios.
Outcome Based Portfolio Solutions
Impact of Cost
This document demonstrates the impact high costs can have on the final value of an investment.
Impact of Cost
Guardian Decumulation Strategy
The Guardian decumulation strategy document displays the effectiveness of the Guardian portfolios as a decumulation strategy.
Guardian Decumulation Strategy
Guardian Trend Following During A Crisis
Guardian 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 Following
Guide to Retirement Income
This 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 Income
Guardian Consolidated Sales Aid
This consolidated document combines a number of the sales aids for the Guardian portfolios.
Guardian Consolidated Sales Aid
Guardian Defensive Portfolio
The 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
Guardian Cautious Portfolio
The 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
Guardian Balanced Portfolio
The 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
Guardian Strategic Portfolio
The 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
Guardian Adventurous Portfolio
The 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
Guardian Performance Report
Here 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 Report
Guardian Performance Review
This review covers the quarter until the 30th April 2022. Our Guardian portfolios have performed well in the recent volatile markets.
Guardian Performance Review
Heritage Cautious Portfolio
The 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
Heritage Balanced Portfolio
The 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
Heritage Strategic Portfolio
The 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
Heritage Adventurous Portfolio
The 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
Heritage Performance Report
Here 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 Report
Heritage Performance Review
This review covers the quarter until the 31st December 2021.
Heritage Performance Review
Heritage Cautious Dividend
The Heritage Dividend Cautious Portfolio is an active income distribution strategy. It is aimed at medium to long-term investors who are seeking a natural income of over 3% and growth from a diversified portfolio of equity investment trusts and passive bond funds.
Heritage Cautious Dividend
Heritage Balanced Dividend
The Heritage Dividend Balanced Portfolio is an active income distribution strategy. It is aimed at medium to long-term investors who are seeking a natural income and growth from a diversified portfolio of equity investment trusts and passive bond funds.
Heritage Balanced Dividend
Heritage Dividend Performance Report
Here are the FE Analytics reports that compare the relative performance over the past five years and the respective technical ratios for each of the two Heritage Dividend Portfolios against one another. These reports are updated monthly.
Heritage Dividend Performance Report
Heritage Dividend Performance Review
This review covers the quarter until the 31st December 2021.
Heritage Dividend Performance Review
Green Path Cautious Portfolio
The 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
Green Path Balanced Portfolio
The 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
Green Path Strategic Portfolio
The 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
Green Path Performance Report
Here are the FE Analytics reports that compare the relative performance over the past six months and the respective technical ratios for each of the three Green Path Portfolios against one another.
Green Path Performance Report
Green Path Performance Review
This review covers the quarter until the 31st December 2021.
Green Path Performance Review