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ALL ROUNDER

Low RiskDIVERSIFIED
ALL ROUNDER
Issued by:Kristal.AI
Unit Price (NAV) : $
Minimum investment: 1 unit
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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 in ALL ROUNDER?

This strategy is recommended for investors with medium risk profile looking for capital appreciation but with lower volatility.

When to Invest in ALL ROUNDER?

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.

ReturnsLifetime3.70%
Returns1Y3Y5Y
This Kristal-4.33%1.89%4.61%

Projected Returns

Investment ofper month
gives returns of :
at 4.61% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of 4.61% per annum
$
$
$+ 4.61%

Scheme Information

Sharpe 0.43
Volatility 7.47%
Max drawdown -14.62%

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