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Autopilot Secure

Medium RiskDiversified
Autopilot Secure
Issued by:Kristal.AI
Unit Price (NAV) : $
Minimum investment: 1 unit
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Autopilot Secure

Autopilot Secure

About Kristal

The AutoPilot Secure is a 100% genetic algorithm based Kristal which allows investors with a low risk profile to use Algo based investments that are rebalanced regularly through a rules driven approach, without having to lift a finger.

Why Invest in Autopilot Secure?

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 Secure?

Kristal's proprietary algorithm dynamically rebalances the portfolio with the changing market environment. This makes the strategy investable in all economic environments.

Returns

Scheme Information

Max drawdown -2.94%

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 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.

69%
Fixed Income
31%
Equity

Fact Sheets & Reports

Updates

13 Jul, 2020

We have updated our Advisory Algorithm with the latest market data in terms of prices and volatilities and are rebalancing our Autopilot Kristals accordingly. Rebalancings are taking place at a minimum on a quarterly basis. Since it’s inception on 13. April, the Autopilot Secure Kristal has delivered a return of 9.62% in absolute terms, a very respectable result for a conservative portfolio. Our algorithm is shifting towards a slightly higher allocation in Fixed income (from 56% to 73%) which is due to the recent side-ways trend in Stocks over the past month at stubbornly high volatility, which favors on a risk adjusted basis the Fixed Income sector. Within the equity allocation, the position shifts into a pure technology focused mix of Vanguard Information Technology and Blackrock Technology ETF, therefore showing slightly higher growth driven returns at an overall smaller allocation

2 Nov, 2020

This quarter saw a reduction of the Fixed Income allocation to 58% from around 70%, with the 12% difference being allocated to the Blackrock Gold ETF. The equity allocation remained stable at 27%, but the sector components shifted from the technology focused ETFs towards the Vanguard Consumer Discretionary ETF and the Blackrock USA Momentum Factor ETF.

Autopilot Secure