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ALL WEATHER US - UNLEVERAGED

Medium RiskDIVERSIFIED
ALL WEATHER US - UNLEVERAGED
Issued by:Kristal.AI
Unit Price (NAV) : $
Minimum investment: 1 unit
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ALL WEATHER US - UNLEVERAGED

ALL WEATHER US - UNLEVERAGED

About Kristal

This Kristal follows the investment philosophy of the famous investor Ray Dalio. It brings together investment in 3 main Asset Classes: Fixed Income, Equity and Commodity.

Why Invest in ALL WEATHER US - UNLEVERAGED?

Ideal for investors looking to gain diversified exposure to various asset classes with the objective of balanced growth.

When to Invest in ALL WEATHER US - UNLEVERAGED?

The Kristal provides consistent performance through most market conditions. It is therefore ideal in times of economic uncertainties. Due to the growth component of equities, the Kristal is also placed well for regular periodic investments.

ReturnsLifetime9.40%
Returns1Y
This Kristal12.47%

Projected Returns

Investment ofper month
gives returns of :
at 12.47% / annum
$in 1 years
amount
for a time period of
time1Y
Returns % (CAGR)based on historic returns of 12.47% per annum
$
$
$+ 12.47%

Scheme Information

Sharpe 0.67
Volatility 13.29%
Max drawdown -8.45%

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 is regularly rebalanced to maintain targeted asset allocations:
55% Fixed income (10% Inflation linked treasuries, 30% Long Duration Bonds, 15% 3-7yr duration bonds)
30% Equity (Broad US Market ETF, e.g. S&P 500, Total Stock market ETF, etc)
15% Commodities (Gold, and/or broad commodity tracking ETF.

55%
Fixed Income
30%
Equity
15%
Commodity

References

The Kristal follows the investment philosophy of Ray Dalio, the founder of Bridgewater Associates managing about $160 billion for approximately 350 of the largest and most sophisticated global institutional clients including public and corporate pension funds, university endowments, charitable foundations, supranational agencies, sovereign wealth funds, and central banks.

Fact Sheets & Reports

downloadFact Sheet - November 2019
downloadAll Weather Portfolio: Something For All Seasons
ALL WEATHER US - UNLEVERAGED