Guiding your investments with clarity, discipline, and trust
6 reasons to trust Crossing Point with your MPS investment mandate
-
Our distinctive strategies offer a diverse set of outcome focused solutions to suit your investment needs.
-
At the heart of all our portfolios is the desire to provide you with attractive long-term capital growth. Our portfolios perform very well when compared to their relevant recognised national benchmarks and technical ratios.
-
Our MPS portfolios benefit from asset allocation based upon traditional diversification principles but refined by technical trend analysis and investor sentiment.
-
Our Guardian and Fusion MPS portfolios benefit from traditional diversification principles and have a double layer of risk control through tactical trading based on trend-information and economic indicators that seek to smooth returns and reduce sequence of returns risk.
-
Our portfolios are well-diversified, based on accredited asset allocation models, to spread your investment across different assets.
-
Our portfolios are designed with investor objectives in mind. We provide strategies to meet your investment objectives whether that is risk-controlled decumulation, capital growth, or ethical ESG investing.
Benefit from modest fees and low-cost funds in order to keep more of your returns.
Costs & Charges
Our investment portfolios are actively managed to outperform over market cycles and deliver consistent, risk-adjusted returns.
One of the greatest influences on long-term performance is the cost of running a portfolio. Since the introduction of MiFID II, cost transparency and awareness have become increasingly important when evaluating a discretionary fund management (DFM) solution for clients.
For our passive portfolios, we use only low-cost tracker funds to achieve broad market exposure as efficiently as possible. In our other portfolios, we combine these cost-effective passive funds with carefully selected active strategies where we believe they can deliver attractive returns or strong value for money within their sectors. Our due diligence also considers the impact of one-off charges, transaction costs, and ongoing fees across all holdings.
To further reduce expenses for your clients, we actively manage our own costs to keep our fees highly competitive.
By combining low management fees, strategic use of low-cost instruments, and targeted inclusion of high-quality active funds where appropriate, we offer a modern and efficient approach to accessing global markets.
Tomiko Evans
Chief Investment Officer
"At Crossing Point we believe high performance does not have to come at a high cost. An efficient, modern, rigorously tested approach allows us to deliver our service in a transparent, highly competitive package."
Adviser Support
We work closely with independent financial advisers and strategic partners.
Our outreach includes:
-
Regular performance reports
-
Thought leadership and blogs
-
Semi-annual adviser updates
-
Tailored support and co-branded materials
