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.


Returns Table1Y3Y5YLifetime


Investment ofper month
gives returns of :
at 26.2% / annum
$in 1 years
for a time period of
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.

Fixed Income
Real Estate


downloadKatalyst Factsheet September 2019
downloadKatalyst Factsheet November 2019


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%.


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