Incorporated in Luxembourg, the fund is managed by Kotak Mahindra Asset Management which is a MAS regulated AMC. Fund’s objective is to generate return by investing in debt securities issued by central / state governments or those issued by Indian origin corporates deriving significant business from India. Majority of the fund’s holdings are held in Sovereign or AAA rated debt. Investors should consider this fund as an investment with a medium to long term investment horizon

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

SG REITs Kristal is an open-ended pooled account strategy ideal for investors looking for high liquidity and diversification to their overall portfolio by investing in REITs that provide stable returns in the form of high dividend income and long term capital appreciation

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.

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.

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.