Returns
| Returns | 1Y |
|---|---|
| Dream Team | 35.02% |
Fund Strategy
1. Star selection The Dream Team is a portfolio that invests in the best 20-30 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.
Scheme Information
| Start Date | Aug, 2019 |
| Sharpe | 1.03 |
| Volatility | 19.20% |
| Max drawdown | -20.65% |
Dealing Information
Fact Sheets & Reports
About Kristal
Founded by Asheesh Chanda and Vineeth Narasimhan in 2016; what started as an ambitious idea sketched out on a black-board, is now present and thriving in three countries. Today Kristal.AI is operational in India, Singapore, and Hong Kong, and has clients across Asia, Middle East, and the Americas. We are committed to providing the best investment strategies to our investors and building a community of portfolio managers, affiliated partners, and investors. Our diverse team of financial advisors, researchers, and market experts takes a unique yet holistic approach to our clients’ needs and works hard to achieve their goals.
