Our 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

Fund Selection Criteria

Our fund selection criteria document provides insight into our selection process.

Fund Selection Criteria
Due Diligence Brochure

Due Diligence Brochure

Our due diligence document provides insight to our business and investment management.

Due Diligence Brochure
Terms of Business

Terms of Business

Our Terms of Business with independent financial adviser firms.

Terms of Business
Investment Summary

Investment Summary

Our Investment Summary is a client facing document that explains our service and our costs to an investor.

Investment Summary
Investment Policy

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

Suitability Document

Our Suitability Document provides information about our company, portfolios, and investment management process.

Suitability Document
Target Market Assessment

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

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

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

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

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

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
Impact of Cost

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

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

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

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 Performance Report

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

Guardian Performance Review

This review covers the quarter until the 30th June 2022. Our Guardian portfolios have performed well in the recent volatile markets.

Guardian Performance Review
Fusion Defensive Portfolio

Fusion Defensive Portfolio

The 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 Portfolio
Fusion Cautious Portfolio

Fusion Cautious Portfolio

The 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 Portfolio
Fusion Balanced Portfolio

Fusion Balanced Portfolio

The 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 Portfolio
Fusion Strategic Portfolio

Fusion Strategic Portfolio

The 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 Portfolio
Fusion Adventurous Portfolio

Fusion Adventurous Portfolio

The 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 Portfolio
Heritage Performance Report

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
Green Path Performance Report

Green Path Performance Report

Here 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 Report