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Why Invest ?

Ideal for medium-risk profile investors looking for an actively managed strategy that delivers growth via capital appreciation.

When to Invest ?

The Kristal performs best in a stable and growing economic environment.

KATALYST

ReturnsLifetime9.26%
Returns Table1Y3Y5YLifetime
KATALYST26.2%9.26%

Projections

Investment ofper month
gives returns of :
at 26.2% / annum
$in 1 years
amount
for a time period of
time1Y
Returns % (CAGR)based on historic returns of 26.2% per annum
$
$
$+ 26.2%

Scheme Information

Sharpe 0.66
Volatility 13.24%
Max drawdown -13.19%

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 strategy is dynamically rebalanced on a monthly basis with discretionary oversight of an experienced Investment Committee. Sectors are carefully chosen using an algorithm, in order to deliver optimal risk-adjusted returns based on a medium-risk growth portfolio. Individual allocation within an asset class is further driven by model-driven discretionary tactical trades.

17%
Fixed Income
68%
Equity
10%
Commodity
5%
Real Estate

Documents

downloadKatalyst Factsheet September 2019
downloadKatalyst Factsheet November 2019

Updates

1 Jan, 2020

In our effort to ensure optimal performance of our Kristals, we have updated our algorithm for the Katalyst Kristal with the latest price data. The algorithm has proposed an extension of duration for the fixed income allocation in the Kristal, while removing the gold allocation. The overall distribution between fixed income and equity remains broadly unchanged in the 39:61% area. With increased tension in the Middle East, we are also taking in profit on our Wisdom Tree Middle East ETF position, which was initiated based on an algorithm recommendation on 5th November, to return around 3.3% at the close of markets on 1st January. The sector allocation to health care equipment is new with a 12% allocation. We have also increased the allocation to the iShares US Technology Software ETF from 8% to 16%.

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: (i) an offer to sell securities; (ii) the solicitation of an offer to purchase or sell any securities; (iii) an offer to provide advice on securities; (iv) the provision of any advice on securities; (v) an offer to manage any asset; or (vi) the management of any asset in any jurisdiction. Kristal does not make any representation, undertaking, warranty, guarantee, or other assurance as to the timeliness, 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. No communication made through, or any information available on, this website or its related mobile application is or may be deemed to be financial, legal, tax, or accounting advice. You should not take, or omit to take, any action, in reliance on any part of the content available here without independent verification or advice. Kristal 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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