Crossing Point Brochure
Crossing Point is a discretionary investment manager bringing together the best of academic analysis and investment expertise to create enhanced investment returns at lower risk.
Crossing Point BrochureOur 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.
Fund Selection Criteria
Our fund selection criteria document provides insight into our selection process.
Fund Selection Criteria
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
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
Portfolio Volatility Measures
All our portfolios are mapped against volatility measures to establish risk profiles.
Portfolio Volatility Measures
Introduction Form
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.
Introduction Form
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
Green Path Cautious Portfolio
The Green Path Cautious Portfolio is a tactically traded 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 tactically traded 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 tactically traded 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
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