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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.

ALL ROUNDER

ReturnsLifetime6.02%
Returns Table1Y3Y5YLifetime
ALL ROUNDER16.36%6.99%5.88%6.02%

Projections

Investment ofper month
gives returns of :
at 5.88% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of 5.88% per annum
$
$
$+ 5.88%

Scheme Information

Sharpe 0.97
Volatility 5.69%
Max drawdown -5.75%

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

Documents

downloadFactsheet August 2019

Disclaimer

The materials and data contained herein are provided to demonstrate how a Kristal works and are provided for information only. None of the materials and data shall be construed as: (i) an offer to sell securities; (ii) the solicitation of an offer to purchase or sell any securities; (iii) an offer to provide advice on securities; (iv) the provision of any advice on securities; (v) an offer to manage any asset; or (vi) the management of any asset in any jurisdiction. Kristal does not make any representation, undertaking, warranty, guarantee, or other assurance as to the timeliness, completeness, correctness, reliability, or accuracy of the materials and data herein. All opinions, forecasts or estimation expressed herein are subject to change without prior notice. No communication made through, or any information available on, this website or its related mobile application is or may be deemed to be financial, legal, tax, or accounting advice. You should not take, or omit to take, any action, in reliance on any part of the content available here without independent verification or advice. Kristal and its affiliates accept no liability or responsibility whatsoever for any direct or consequential loss and/or damages arising out of or in relation to any use of opinions, forecasts, materials and data contained herein or otherwise arising in connection therewith.

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