About Kristal
The BAT kristal invests in Baidu, Alibaba & Tencent stocks. Assets are carefully chosen by an algorithm in order to deliver a superior returns based on past performance. The strategy is rebalanced every quarter. The allocation to each asset class, rather than being determined by a fixed formula (such as the equal allocation), is determined by the algorithm based on the historical returns and risks associated with each underlying stock. Dynamic rebalancing also means that the strategy will automatically adjust its risk profile based on the performance till date. This strategy is optimised for investors with an aggressive risk profile, with returns being the principal objectives of the strategy.
Returns
| Returns | 1Y |
|---|---|
| BAT Kristal (New) | 32.58% |
Projected Returns
gives returns of :
at 16.89% / annum
$in 1 yearsamount
for a time period of
time1Y
Returnsbased on historic SIP returns of 16.89% per annum
$
$
$+ 16.89
Scheme Information
| Sharpe | 0.69 |
| Volatility | 27.90% |
| Max drawdown | -22.33% |
Dealing Information
Subscription & redemption: DailyValuation: DailyNotice period for subscription: 1 business dayNotice period of redemption: 2 business daysRedemption settlement: 5 business days
Strategy - How is this Kristal managed ?
Stock Basket
100%
Equity
