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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.

ALL WEATHER US - UNLEVERAGED

ReturnsLifetime8.14%
Returns Table1Y3Y5YLifetime
ALL WEATHER US - UNLEVERAGED19.63%8.14%

Projections

Investment ofper month
gives returns of :
at 19.63% / annum
$in 1 years
amount
for a time period of
time1Y
Returns % (CAGR)based on historic returns of 19.63% per annum
$
$
$+ 19.63%

Scheme Information

Sharpe 0.84
Volatility 9.08%
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.

Documents

downloadFact Sheet - November 2019

Updates

1 Jan, 1970

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 an offer to sell, the solicitation of an offer to purchase or sell any securities, an offer to provide advice on securities, the provision of any advice on securities, an offer to manage any asset or the management of any asset in any jurisdiction. Kristal Advisors does not make any representation, undertaking, warranty or guarantee as to the update, 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. Kristal Advisors 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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