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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!
This blog article has not been reviewed by the MAS. It is prepared solely for information purposes and does not constitute an offer or solicitation for the purchase or sale of units in the funds. This does not constitute any form of investment advice and Kristal Advisors (SG) Pte Ltd does not take into account your personal investment objectives, specific investment goals, specific needs, or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constitute financial advice, investment advice, trading advice or any other advice or recommendation of any sort offered or endorsed by Kristal Advisors (SG) Pte Ltd.
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