Investment Trusts were first established in the Victorian period and have enjoyed decades, if not centuries, of investment success. They initially flourished on the back of the wealth that the British Empire generated. They were a means to raise private capital to fund new developments, like railways across the then emerging United States of America. They also allowed more moderate investors the same access to the stock market that had previously only been available to much larger capital investors and organisations. Throughout its long history, the investment trust industry has continued to adapt to meet investors’ needs. In the last decade, the infrastructure, debt, and property sectors have evolved to satisfy demand for income.

The investment trust industry has continued to invest in groundbreaking opportunities including technology, biotechnology, and healthcare, emerging and frontier markets, private equity, and venture capital. These recent developments continue to make investment trusts both highly attractive and relevant to investors.

Investment Trusts portfolios usually benefit from lower fees, increased diversification, and significantly better investment returns over the longer term than their equivalent open-ended investment funds.

Through the Crossing Point Heritage portfolios, we can offer investors access to closed end investment trust portfolios.

Heritage Portfolios are capital accumulation strategies that bring together a blend of leading investment trusts and low-cost fixed interest index trackers invested on a “buy and hold” basis. This blend seeks to bring the best of low-cost passive and leading active management into one portfolio range to provide a diversification of assets focused on capital growth at a competitive price.

The portfolios use a traditional diversified asset allocation model that is further refined and informed through our unique research into trend and market sentiment indicators on a quarterly basis. Investment trusts often trade at a discount to the underlying value of their holdings.

There are four Growth portfolios which bring together low-cost index tracking funds and active investment trusts from leading fund management groups covering all the major global markets.

This portfolio range provides diversity of assets and seeks capital growth across global equity and bond markets at a competitive cost to the investor.