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Consistent Compounder

High RiskDiversified
Consistent Compounder
Issued by:Kristal
Unit Price (NAV) : $
Minimum investment: $
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Consistent Compounder

Consistent Compounder

Fund Strategy

Consistent Compounder is an actively managed long only & unleveraged equity strategy structured as a Kristal Fund (supported by sub-advisors). The portfolio comprises 10 -15 diversified global publicly listed equities (10-20% allocation each) with a strong technology bias. Selection depends on a strong competitive advantage and healthy earnings growth as well as resilience to regulatory issues, commodity cycles & inflation. Holding period is medium term.

About Kristal

Kristal.AI is a multi-country licensed Fund Manager established in 2016. Funds are offered via Kristal Singapore which operates under a full CMS license from MAS. Investment decisions are taken and monitored by a team of internal investment professionals & external sub-advisors monitored by the Kristal Investment Commitment. The company focuses on sourcing the best investment strategies across all asset classes at a competitive & transparent pricing.

Fact Sheets & Reports
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Other funds from Kristal

  • USD Money Market Kristal

    USD Money Market Kristal is an open ended pooled account strategy managed by Kristal Advisors. The strategy manager aims to invest in USD denominated short tenor fixed income instruments with the objective of offering daily liquidity and a stable return to investors. Instruments are chosen subject to investment governing rules on asset maturity, rating, issuer risk concentration, ISIN risk concentration, etc. Refer to the attached term sheet for more details.

  • Guru Index

    Guru Index Kristal is an open-ended pooled account strategy ideal for investors looking to gain exposure to strategies of various gurus and value investment equities that can provide long term capital appreciation

  • Kristal Core Strategy Fund (SGD)

    Why this Kristal?
    The Kristal Core Strategy Fund (SGD) 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. In this strategy, the USD risk is hedged back to SGD. The strategy aims to achieve a consistent return through most phases of the economic cycle, hence the reference to "all weather".

    Kristal Core Strategy Fund (SGD) 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 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.

  • Long Duration Bond Strategy

    Long Duration Bond Strategy is an actively managed, open-ended and pooled account strategy. It invests in USD denominated long term fixed income instruments and fixed income ETFs with a medium to long term investment horizon. It targets no leverage in the fund and tends to have a higher weightage of BBB- rated instruments on average and hence is ideal for investors looking for relatively high returns

  • Kristal Core Strategy Fund (SGD)

    Why this Kristal?
    The Kristal Core Strategy Fund (SGD) 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. In this strategy, the USD risk is hedged back to SGD. The strategy aims to achieve a consistent return through most phases of the economic cycle, hence the reference to "all weather".

    Kristal Core Strategy Fund (SGD) 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 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.

    Consistent Compounder