About Kristal
This Kristal is suitable for an investor with a high risk appetite and tolerance. Mrs. Y has a longer term investment horizon of around 5 years and she is willing to accept a higher risk of losses in exchange for a targeted return which exceeds the risk free rate of return by a large margin. Mrs. Y would be happy with returns in the range of +25% and -15%. Overview: The AutoPilot Kristals are 100% genetic algorithm based Kristals with regular rebalancing. This Kristal allows investors to use Algo based investments that are monitored on an ongoing basis and rebalanced through a rules driven approach, without having to lift a finger. Our genetic algorithm has produced superior backtest results compared to conventional equity and fixed income investments. It removes the human element of emotion to drive your investment decisions, which has been in many portfolios the biggest inhibitor of long term sustained performance. Recommended for: This strategy is recommended for Investors who prefer a hands off approach while enjoying the benefits of a fully managed portfolio. This Kristal selects instruments from our entire investable universe of fixed income, equity and commodity ETFs. The strategy is rules based, and for diversification purposes the Algorithm may select international ETFs. The Kristal is monitored by our IC on an ongoing basis, and rebalanced at a minimum once a quarter based on the latest Algo results. If there are material changes to our Algo parameters, we are allowed to rebalance the Kristal within the quarter. How did we identify this Kristal: Assets are carefully chosen by an algorithm in order to deliver to investors a wide range of exposures within the sector. The strategy is rebalanced every year, with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far. Dynamic rebalancing also means that the strategy will automatically adjust its risk profile based on the performance till date.
Why Invest in Autopilot Growth?
Our genetic algorithm has produced superior backtest results compared to conventional equity and fixed income investments. It removes the human element of emotion to drive your investment decisions, which has been in many portfolios the biggest inhibitor of long term sustained performance.
When to Invest in Autopilot Growth?
Kristal's proprietary algorithm dynamically rebalances the portfolio with the changing market environment. This makes the strategy investable in all economic environments.
Returns
| Returns | 1Y |
|---|---|
| Autopilot Growth | 19.21% |
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Returns Calculator
Returnsbased on historic SIP returns of 10.13% per annum
Scheme Information
| Sharpe | 2.74 |
| Volatility | 7.48% |
| Max drawdown | -3.33% |
Dealing Information
Strategy - How is this Kristal managed ?
The AutoPilot Kristals are 100% genetic algorithm based Kristals with regular rebalancing. This Kristal allows investors to use Algo based investments that are monitored on an ongoing basis and rebalanced through a rules driven approach, without having to lift a finger. Our genetic algorithm has produced superior backtest results compared to conventional equity and fixed income investments. It removes the human element of emotion to drive your investment decisions, which has been in many portfolios the biggest inhibitor of long term sustained performance.
Fact Sheets & Reports
Updates
Last Rebalance: 9. February 2021 The biggest change in terms of asset allocation is a switch from Blackrock Gold ETF towards the Vaneck Junior Gold Miners ETF, which explains the decrease in commodity versus Equity allocation. In January we have also added the Global X Lithium & Battery Tech ETF to our repertoire of investable ETFs, and the advisory algorithm has selected the same in our Autopilot Growth Strategy. The Autopilot Growth portfolio returned +10.2% since the end of October 2020. A lot of thanks here go to the strong performance of the ARK Autonomous Technology & Robotics ETF, which rallied 57% over the period. In terms of broad asset allocation we remain oriented towards a growth portfolio with around 70% equity versus 30% Fixed Income
