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Alpha Quest Active Equity Strategy

Very High RiskDiversified
Alpha Quest Active Equity Strategy
Issued by:Kristal
Unit Price (NAV) : $
Minimum investment: $
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Alpha Quest Active Equity Strategy

Alpha Quest Active Equity Strategy

Fund Strategy

AQ Active Equity Strategy invests in Global Equities on a Long/Short basis to deliver attractive risk adjusted returns with a medium to long term horizon. The strategy is country and sector agnostic, providing the flexibility to generate ideas with no bias towards a specific industry, region or theme.
The investment process uses a systematic approach to narrow down the investment universe and then uses fundamental analysis to identify the best ideas with asymmetric payoff. The strategy uses robust risk management tools to manage position sizes, lower correlation to the market and to optimize portfolio mix.
The strategy aims to target mid-teen returns with lower volatility and drawdown as compared to the benchmark, Vanguard Total World Stock Index (VT). The strategy is reviewed and rebalanced periodically to make sure that diversification of risk exposures is maintained, with the best ideas being awarded the highest capital allocation.

Fact Sheets & Reports
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lockFactsheet 31 March 2021lockFactsheet February 2021lockFactsheet: December 2020lockFactsheet January 2021lockPortfolio Introduction document

Other funds from Kristal

  • Future Vision Kristal

    Overview: The Future Vision Equity pooled strategy invests in single name equities that are aligned with themes in disruptive industries which will play a more important role in the next decades ahead.
    The core themes that have been identified are:

    Biotechnology and Genome research: Medical advances with the help of AI and reduced cost for genetic editing have the potential to disrupt the healthcare industry in years to come. We are looking specifically for companies in the sector of life sciences, genetic solutions for cancer treatment, Human-Machine-Interface technologies, etc.
    Water & Food: We may run out of clean water, and while we might not run out of food in the foreseeable future, there is certainly, a need to become more efficient and sustainable in the way how we feed a growing world population. The investments will be predominantly in companies in the Agricultural/Food Tech space, Water companies (Technology or utility) or environmental management companies.
    Cybersecurity: The cost of cybersecurity at an average level has increased by over 72% in the past 5 years, and 13% alone from 2017 to 2018. An Accenture Study about the cost of cybercrime states that the Value at Risk from Cybercrime in the global economy is rising, and so is the cost of prevention.
    Renewable Energy/Electrification: We do not think that global warming is a hoax, therefore investment in the renewable energy space will continue to grow and transform the way how we produce and consume energy in decades to come. Investments can for example take place in companies which are either Renewable Energy generators or provide technology that reduces carbon emissions, but also companies at the heart of the trend towards further electrification, specifically energy transmission and battery technology.
    Selection of Companies: Through thorough fundamental research of the companies from an initial shortlist, we identify the ones with a technological and commercial advantage over others

  • Kristal Core Strategy Fund

    Why this Kristal?
    The Kristal Core Strategy Fund has the objective to achieve optimum absolute returns on a risk adjusted basis. A dynamic allocation across all major asset classes is determined by the proprietary advisory algorithm with oversight by the investment committee. The strategy aims to achieve a consistent return through most phases of the economic cycle.

    Kristal Core Strategy Fund follows the tried and tested philosophy of an All-Weather Portfolio. The asset allocation across Equity, Fixed Income, Commodities, Volatility and FX is dynamic and adjusted depending on the stage of the growth cycle we are in. Our experienced Investment Committee provides consistent oversight on the strategy and ensures dynamic shifts in allocation to ensure the return objectives are achieved.

    Recommended for: The investment is suitable for investors with medium to high risk appetite (Kristal risk level: Medium).

    Geographic Focus: Global

    Market Tier Exposure: Developed Markets, Emerging Markets

    Asset Class: Multi-asset

    When to buy?
    The Kristal provides consistent performance through most market conditions, being able to build the core of any investment portfolio. Due to the growth component of equities, the Kristal is also placed well for regular periodic investments.

    How is this Kristal Managed?
    The Kristal is quarterly rebalanced.
    The permitted allocation bands for each asset class are as follows:

    • Equity: 0-50%
    • Fixed Income: 0-75%
    • Commodities (Gold, and/or broad commodity tracking ETF): 0-25%
    • Volatility ETNs: 0-10%
    • Other ETFs: 0-10%

    Fluctuations of up to 10% between each of the asset classes are allowed.

  • VT Global

    This is a long only strategy which will primarily invest in global public equities listed in the United States. The strategy will aim to capture next generation businesses showing good growth, performance and fundamentals at a portfolio level.

    Though the strategy is sector and market capitalisation agnostic it may have a higher weightage to technology and large caps.

    This Kristal will construct and manage an optimally diversified portfolio of 10 -20 holdings as multi year investments that will thrive in the long term.

  • Dream Team

    1. Star selection
    The Dream Team is a portfolio that invests in 20 to 30 of the best companies in the world.

    The strategy starts from filtering the world universe by the best brands according to brand research specialists. Then companies' financials are analysed and companies ranked according to well-established factors including value, growth, momentum, quality, sentiment, balance sheet strength, low risk and ESG metrics.

    Brand can be seen as a key component of the concept of moat used by Warren Buffett and Charlie Munger to select "Great businesses at fair prices". If anything, the value of brands tend to grow with the globalisation and digitalisation of consumption.

    2. Teamwork
    The final selection identifies the leaders by sector and balances the portfolio by country, region and currency according to global equity indices weights so that the portfolio is well diversified.

    The output is a concentrated portfolio diversified between the developed markets main regions, currencies and sectors that is able to provide exposure to the main equity markets in a sustainable way.

    A long term perspective and low turnover is to be expected. This strategy is ideal for investors with a long time horizon looking to gain exposure to large cap equities.

  • Future Vision Kristal

    Overview: The Future Vision Equity pooled strategy invests in single name equities that are aligned with themes in disruptive industries which will play a more important role in the next decades ahead.
    The core themes that have been identified are:

    Biotechnology and Genome research: Medical advances with the help of AI and reduced cost for genetic editing have the potential to disrupt the healthcare industry in years to come. We are looking specifically for companies in the sector of life sciences, genetic solutions for cancer treatment, Human-Machine-Interface technologies, etc.
    Water & Food: We may run out of clean water, and while we might not run out of food in the foreseeable future, there is certainly, a need to become more efficient and sustainable in the way how we feed a growing world population. The investments will be predominantly in companies in the Agricultural/Food Tech space, Water companies (Technology or utility) or environmental management companies.
    Cybersecurity: The cost of cybersecurity at an average level has increased by over 72% in the past 5 years, and 13% alone from 2017 to 2018. An Accenture Study about the cost of cybercrime states that the Value at Risk from Cybercrime in the global economy is rising, and so is the cost of prevention.
    Renewable Energy/Electrification: We do not think that global warming is a hoax, therefore investment in the renewable energy space will continue to grow and transform the way how we produce and consume energy in decades to come. Investments can for example take place in companies which are either Renewable Energy generators or provide technology that reduces carbon emissions, but also companies at the heart of the trend towards further electrification, specifically energy transmission and battery technology.
    Selection of Companies: Through thorough fundamental research of the companies from an initial shortlist, we identify the ones with a technological and commercial advantage over others

    Kristal Core Strategy Fund

    Why this Kristal?
    The Kristal Core Strategy Fund has the objective to achieve optimum absolute returns on a risk adjusted basis. A dynamic allocation across all major asset classes is determined by the proprietary advisory algorithm with oversight by the investment committee. The strategy aims to achieve a consistent return through most phases of the economic cycle.

    Kristal Core Strategy Fund follows the tried and tested philosophy of an All-Weather Portfolio. The asset allocation across Equity, Fixed Income, Commodities, Volatility and FX is dynamic and adjusted depending on the stage of the growth cycle we are in. Our experienced Investment Committee provides consistent oversight on the strategy and ensures dynamic shifts in allocation to ensure the return objectives are achieved.

    Recommended for: The investment is suitable for investors with medium to high risk appetite (Kristal risk level: Medium).

    Geographic Focus: Global

    Market Tier Exposure: Developed Markets, Emerging Markets

    Asset Class: Multi-asset

    When to buy?
    The Kristal provides consistent performance through most market conditions, being able to build the core of any investment portfolio. Due to the growth component of equities, the Kristal is also placed well for regular periodic investments.

    How is this Kristal Managed?
    The Kristal is quarterly rebalanced.
    The permitted allocation bands for each asset class are as follows:

    • Equity: 0-50%
    • Fixed Income: 0-75%
    • Commodities (Gold, and/or broad commodity tracking ETF): 0-25%
    • Volatility ETNs: 0-10%
    • Other ETFs: 0-10%

    Fluctuations of up to 10% between each of the asset classes are allowed.

    Alpha Quest Active Equity Strategy