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AGGRESSIVE GROWTH

Medium RiskEQUITY
AGGRESSIVE GROWTH
Issued by:Kristal.AI
Unit Price (NAV) : $
Minimum investment: 1 unit
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AGGRESSIVE GROWTH

AGGRESSIVE GROWTH

About Kristal

Aggressive Growth is an investment strategy built using ETFs with a targeted 70-30 allocation of Equity to Fixed Income. This strategy enables investors to gain diversified exposure to dividend paying growth equities, large cap emerging market equities and international corporate bonds. The Kristal focusses on a strategic asset allocation between two asset classes, fixed Income and equity. The weightings between the asset classes determine the success of the strategy. A broad strategic guidance that is followed in this strategy is an allocation of ca. 70% to the global equity market ETFs, and 30% to global investment grade bond ETFs.

Why Invest in AGGRESSIVE GROWTH?

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 in AGGRESSIVE GROWTH?

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

ReturnsLifetime2.28%
Returns1Y3Y5Y
This Kristal-0.89%1.30%6.29%

Projected Returns

Investment ofper month
gives returns of :
at 6.29% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of 6.29% per annum
$
$
$+ 6.29%

Scheme Information

Sharpe 0.14
Volatility 12.33%
Max drawdown -23.12%

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
30% global broad market ETFs
30% global investment grade corporate bond ETFS.

30%
Fixed Income
70%
Equity

Fact Sheets & Reports

downloadFactsheet August 2019

Updates

AGGRESSIVE GROWTH