Home>Products>Funds>USD Leveraged Bond Kristal>

USD Leveraged Bond Kristal

High RiskDiversified
USD Leveraged Bond Kristal
Issued by:Kristal
Unit Price (NAV) : $
Minimum investment: $
Share
Share
USD Leveraged Bond Kristal

USD Leveraged Bond Kristal

Returns

Returns1Y
USD Leveraged Bond Kristal9.72%

Fund Strategy

USD Leveraged Bond is an actively managed long only leveraged fixed income strategy structured as a Kristal Fund. The portfolio invests in USD denominated medium tenor (5-7 years) corporate bonds & ETFs. The strategy uses limited leverage (100-150%) to enhance returns. Instruments are selected based on relative value and diversified across sectors, industries & ratings (> BB+/Ba1/BB+). This will suit investors looking for stable returns (4-5%) and a medium-term investment horizon.

Scheme Information

Start Date Jan, 2019
Sharpe 1.00
Volatility 13.48%
Max drawdown -15.84%

Dealing Information

Minimum Subscription: USD 50,000
Subscription Frequency: Weekly
Redemption Frequency: Weekly
NAV Publication: Weekly
Redemption Settlement: 5 Business Days
Business Day: Working day in US & Singapore
Management Fee: 0.5% p.a.
Product Risk Rating: High

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.

USD Leveraged Bond Kristal