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.

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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 Brochure
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Fund Selection Criteria

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

Fund Selection Criteria
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Due Diligence Brochure

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

Due Diligence Brochure
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Terms of Business

Our Terms of Business with independent financial adviser firms.

Terms of Business
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Investment Summary

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

Investment Summary
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Investment Policy

Our Investment Policy Statement is a client facing document that explains the expectations, benchmarking and risks associated with our portfolios.

Investment Policy
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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
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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

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

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

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

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

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
Green Path Cautious Portfolio

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

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

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
Heritage Cautious Portfolio

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

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

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

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