Why Invest ?

This strategy is recommended for investors with medium-high risk profile looking for capital appreciation by gaining exposure to the global market.

When to Invest ?

The Kristal provides the classical strategic allocation between risk-free asset and a broad market asset, thus strong risk-adjusted returns. The Kristal will perform best when the global economy is growing or stable


Returns Table1Y3Y5YLifetime
AGGRESSIVE GROWTH21.19%10.85%6.83%4.99%


Investment ofper month
gives returns of :
at 6.83% / annum
$in 5 years
for a time period of
Returns % (CAGR)based on historic returns of 6.83% per annum
$+ 6.83%

Scheme Information

Sharpe 0.41
Volatility 10.82%
Max drawdown -20.6%

Dealing Information

Subscription & redemption: Daily
Valuation: Daily
Notice period for subscription: 1 business day
Notice period of redemption: 2 business days
Redemption settlement: 5 business days

Strategy - How is this Kristal managed ?

The Kristal invests in Fixed Income and Equity asset class via ETFs and is regularly rebalanced to maintain targeted asset allocations:
40% global dividend generating ETFs
35% global broad market ETFs
25% global investment grade corporate bond ETFS.

Fixed Income


downloadFactsheet August 2019


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