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5 Mins Read

Kristal Core Strategy Fund (For Accredited Investors Only)

In 2020 we saw that staying invested and sticking to an investment plan delivered superior returns. In 2021, we are therefore enhancing for accredited investors our most successful fund strategy, namely Katalyst and US All Weather, which has a proven track record of almost 3 years: Please welcome the Kristal Core Strategy Fund, which invests in a dynamic multi-asset portfolio.

This dynamic asset allocation will be driven by our Advisory Algorithm together with oversight from the Investment Committee. This fund is designed to bring optimum absolute returns on a risk-adjusted basis. This variation of a risk parity product thereby allows you to hold this fund as a core allocation in your portfolio, without having to worry about rebalancing in regular intervals or when shifts in the economic framework occur, giving you peace of mind.

Words from the Fund Manager Thomas Meichl (Head of Advisory)

  • I wanted to offer a product to our clients that is managed in the same way how I manage my own money. Yes, we all love the excitement of a stock that triples in value and the bragging rights that come with it, but what I truly need at the core of my investments is a strategy that allows me a solid return of 8-10% p.a. over the long term. Building wealth is a little bit like tending to a growing tree. You want to see it grow strong and healthily so that one day you can enjoy its fruits or just rest in its shade.

    We elaborated before on the difficulties of timing the market. If we move in and out of cash, it’s like cutting the tree and replanting it whenever we think we may want to switch from cherries to apples.

    We need to prune the branches every now and then, to make sure they do not die off and fall on our heads, and this is where the active rebalancing comes into play.

    In the investment world every day our worldview and understanding are challenged. The old approach of 60:40 portfolios will have diminished efficiency with global rates at or even below the zero boundary, and we have to embrace the introduction of new asset classes to enhance returns and preserve wealth.

    For example, we have introduced a long volatility ETF to protect against outsized losses in the equity allocation in a market correction, as well as crypto and commodity assets to provide an offset and complimenting allocation to the fixed income portion of the portfolio.

In these times of uncertainty, many are looking for portfolios that will remain to stand their ground through the different economic phases. To invest in this portfolio or for more information, please contact your relationship manager, who will assist you with the required!

Disclaimer

The materials and data contained herein are for information only and shall in no event be construed as an offer to purchase or sell or the solicitation of an offer to purchase or sell any securities in any jurisdiction. Kristal Advisors does not make any representation, undertaking, warranty or guarantee as to the update, completeness, correctness, reliability or accuracy of the materials and data herein. All opinions, forecasts or estimation expressed herein are subject to change without prior notice. Kristal Advisors and its affiliates accept no liability or responsibility whatsoever for any direct or consequential loss and/or damages arising out of or in relation to any use of opinions, forecasts, materials and data contained herein or otherwise arising in connection therewith.

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Accredited Investor Declaration

This is offered only to Accredited and Institutional Investors as defined under the Securities and Futures Act, Chapter 289 of Singapore (“Act”), which broadly comprises of regulated financial Institutions, large corporates, high net worth individuals and sophisticated investors.

An Accredited Investor is an individual
  • Whose net personal assets exceed in value SGD 2 million (or it’s equivalent in a foreign currency) with value of his/her primary residence capped at SGD 1 million, or
  • Whose financial assets (net of any related liabilities) exceed in value SGD 1 million (or it’s equivalent in a foreign currency), or
  • Whose income in the preceding 12 months is not less than SGD 300,000 (or it’s equivalent in a foreign currency)

I agree to opt-in as Accredited Investor and will submit required documentation to confirm the same.

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Wealth Management Solutions
Accredited Investor Declaration

This is offered only to Accredited and Institutional Investors as defined under the Securities and Futures Act, Chapter 289 of Singapore (“Act”), which broadly comprises of regulated financial Institutions, large corporates, high net worth individuals and sophisticated investors.

An Accredited Investor is an individual
  • Whose net personal assets exceed in value SGD 2 million (or it’s equivalent in a foreign currency) with value of his/her primary residence capped at SGD 1 million, or
  • Whose financial assets (net of any related liabilities) exceed in value SGD 1 million (or it’s equivalent in a foreign currency), or
  • Whose income in the preceding 12 months is not less than SGD 300,000 (or it’s equivalent in a foreign currency)

I agree to opt-in as Accredited Investor and will submit required documentation to confirm the same.

Proceed as Private Wealth

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For investors who want to support innovative businesses and be part of their success stories.

*The range of private investment opportunities will be made accessible post signup.

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ALTERNATIVE INVESTMENTS

Diversify your portfolio with exclusive Private Equity, Pre-IPO deals, VC Funds & other investments like Bitcoin, Gold, Hedge Funds and many more.

Kristal fractionalizes difficult-to-access deals and opportunities.

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Instant Access

A wide range of alternative asset classes such as Gold, Bitcoins, Hedge Funds and many more; readily made available

Risk Management

Enables investments in diversified assets hence spreading the risk

Easy Tracking

Enables you to get a consolidated view of investments in all assets at one place, hence facilitating easy monitoring and tracking

Exclusive Deals

Access to exclusive Venture Capitalist, Startup as well as pre-IPO investment opportunities

Low Investment Tickets

Facilitates fractionalization of investments in deals

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FUNDS PLATFORM

Professionally managed funds with active investment strategies, screened for you by our investment committee to diversify your portfolio.

Enabling clients to access exclusive investment strategies.

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Access

Provides Access to Professional Fund Managers

Low Investment Tickets

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Diversity

A wide spectrum of investment strategies ranging from Arbitrage to Credit to Hedge Funds and many more

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No additional costs are charged by Kristal.AI

Exceptional Performance

Funds with an impressive track record and potential for high profitability

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Benefits from insights of the expert selection and advisory team

Easy Management

No time consuming management of portfolios

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TAILOR-MADE PRODUCTS

Customize products based on your market outlook and specific needs across equities, bonds, gold and more.

For investors looking to enhance portfolio yield based on market views.

*The range of Tailor Made Products will be made accessible, post login

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Enhanced Earnings

Structures with potential to enhance portfolio yield based on market movements

Customization

Product features can be designed to articulate investor views

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A flat and transparent fee structure like nowhere else

One-Click Access

A single feature ‘Ideas’ enables you to access recently launched and trending market opportunities

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BUILD YOUR OWN KRISTAL

Can’t find what you are looking for? Create your own exclusive investment strategy with risk management & periodic reporting.

For seasoned investors who prefer to design their own portfolio.

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Empowered Investing

Enables clients to create their own custom portfolio based on their unique needs

Unlimited Choice

Access to all possible exchange traded assets

Flexible Management

Flexibility in delegating the portfolio management role to us or actively taking up the day to day investment decisions, in your custom Kristal

Custom Fee Structure

A simple, transparent and a customized fee structure

Access to Expertise

Custom performance reporting as well as advisory support

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