Home>ETF Baskets>BOND ETFS - SHORT TERM>

BOND ETFS - SHORT TERM

Low RiskFIXED_INCOME
BOND ETFS - SHORT TERM
Issued by:Kristal.AI
Unit Price (NAV) : $
Minimum investment: 4 units
Share
Share
BOND ETFS - SHORT TERM

BOND ETFS - SHORT TERM

About Kristal

Overview:
Bond ETFs - Short Term is a basket of carefully curated ETFs, is one of the most popular options for investors seeking to establish exposure to short term US Treasuries and investment grade Corporate Debt with maturity less than 2 years.

Recommended for:
Asset Preservation and Income

The investment strategy is allocated among Federal Debt, and Investment Grade Corporate Debt, with roughly 76% of the debt belonging to the AAA/AA/A category. Around 50% of the strategy is allocated towards floating rate debt, whose interest payments adjust to reflect changes in interest rates.
How did we identify this Kristal:
ETFs are carefully chosen by an algorithm in order to deliver to investors high returns. The strategy is actively managed and dynamically rebalanced, with the rebalancing mechanism that takes into account the overall performance of the strategy so far. The allocation to each asset class, rather than being determined by a fixed formula (such as the legendary 60/40), is determined by the algorithm based on the historical returns and risks associated with each underlying asset class. Dynamic rebalancing also means that the strategy will automatically adjust its risk profile based on the performance till date.

ReturnsLifetime0.99%
Returns1Y
This Kristal-1.20%

Projected Returns

Investment ofper month
gives returns of :
at -1.20% / annum
$in 1 years
amount
for a time period of
time1Y
Returns % (CAGR)based on historic returns of -1.20% per annum
$
$
$- 1.20%

Scheme Information

Sharpe 0.14
Volatility 3.48%
Max drawdown -4.54%

Dealing Information

Subscription & redemption: Daily
Valuation: Daily
Notice period for subscription: 1 business day
Notice period of redemption: 1 business days
Redemption settlement: Immediate on redemption

Fact Sheets & Reports

downloadETF Details
BOND ETFS - SHORT TERM