ALL ROUNDER-Analysis, Review, Return, Holding & Comparison
Home>ETF Baskets>ALL ROUNDER>

ALL ROUNDER

Low Risk
ALL ROUNDER
Issued by:Kristal.AI
Unit Price (NAV) : $
Minimum investment: 1 unit
Share
Compare
Share
ALL ROUNDER

ALL ROUNDER

About Kristal

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.

ReturnsLifetime-3.36%
Returns1Y3Y5Y
This Kristal-34.77%-10.42%-4.39%

Projected Returns

Investment ofper month
gives returns of :
at -4.39% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of -4.39% per annum
$
$
$- 4.39%

Scheme Information

Sharpe -0.25
Volatility 15.26%
Max drawdown -37.21%

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% US Investment Grade diversified bond ETFs
30% dividend Equity ETFs
30% Low volatility Equity ETFs.

35%
Fixed Income
65%
Equity

Fact Sheets & Reports

downloadFactsheet August 2019
ALL ROUNDER