ALL WEATHER US - UNLEVERAGED-Analysis, Review, Return, Holding & Comparison
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ALL WEATHER US - UNLEVERAGED

Medium Risk
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

The All Weather portfolio philosophy is to create a portfolio that is able to generate a return equivalent or in excess of broad GDP growth over an extended period of time. It brings together investment in 3 main Asset Classes: Fixed Income, Equity and Commodity. The weightings between these 3 asset classes determine the success of the strategy. A broad guidance that has been tested over time is an allocation of ca. 55% to Fixed Income split between medium and longer term bonds, 30% Equities and 15% commodities. The portfolio will perform based on the assumed correlation between different asset classes. Strong economic growth will support equities and commodities but at the expense of fixed income. In a recession, rates trend lower and since lower rates mean higher prices for bonds, the gains of this section of the portfolio will mitigate losses from a slump in equities. In an inflationary scenario, which is hurtful for both equity and fixed income, the commodity allocation will act as a buffer to negative impacts from both markets. We have further refined our strategy by including inflation linked bonds as part of the allocation in the fixed income space.

Why Invest ?

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

When to Invest ?

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.

ReturnsLifetime-3.44%
Returns1Y
This Kristal-13.55%

Projected Returns

Investment ofper month
gives returns of :
at -13.55% / annum
$in 1 years
amount
for a time period of
time1Y
Returns % (CAGR)based on historic returns of -13.55% per annum
$
$
$- 13.55%

Scheme Information

Sharpe -0.20
Volatility 19.35%
Max drawdown -22.44%

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

Updates

ALL WEATHER US - UNLEVERAGED