All Rounder Kristal is an investment strategy built using ETFs with a targeted 40-60 allocation of Equity to Fixed Income. This strategy primarily focuses on asset preservation by investing in US large cap equities and short-term investment grade US 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. 60% to the US investment grade fixed income ETFs, and 40% to US broad-market equity ETFs.
Why Invest ?
This strategy is recommended for investors with medium risk profile looking for capital appreciation but with lower volatility.
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 in a growing or stable economy.
Investment ofper month
gives returns of :
at -4.39% / annum
$in 5 years
for a time period of
Returns % (CAGR)based on historic returns of -4.39% per annum
Subscription & redemption: DailyValuation: DailyNotice period for subscription: 1 business dayNotice period of redemption: 2 business daysRedemption 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% US Investment Grade diversified bond ETFs 30% dividend Equity ETFs 30% Low volatility Equity ETFs.
We are licensed in Singapore, Hong Kong, and India. Kristal Advisors (SG) Pte. Ltd. (CMS100614-4) presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd. (BHZ135) is licensed and regulated by the Securities and Futures Commission to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. (INA100006852) presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India. Kristal, its affiliates and/or its employees may hold positions in the assets discussed herein.
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