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About Kristal
The Regular income (Quarterly) kristal invests in ETFs (exchange traded funds) that return high dividends. Assets are carefully chosen by an algorithm to maximize average dividend yield while making sure that the investor can earn around 3% (annualized yield) while preserving capital through a selection of lower volatility assets. Recommended For: This strategy is optimised for investors with a conservative risk profile, with payment of regular dividends being the principal objectives of the strategy.
Why Invest in Regular Income (Quarterly)?
Ideal for medium risk profile investors looking to earn passive income on their investments via dividends.
When to Invest in Regular Income (Quarterly)?
The Kristal performs best in a growing economic environment with rising equity prices and growing company profits and dividend payments
Returns
| Returns | 1Y | 3Y |
|---|---|---|
| Regular Income (Quarterly) | 34.08% | 5.21% |
Projected Returns
gives returns of :
at 2.75% / annum
$in 3 yearsamount
for a time period of
time1Y3Y
Returnsbased on historic SIP returns of 2.75% per annum
$
$
$+ 2.75
Scheme Information
| Sharpe | 0.24 |
| Volatility | 15.06% |
| Max drawdown | -25.69% |
Dealing Information
Subscription & redemption: 1 business day
Valuation day: Daily
Notice period for subscription: 1 business day
Notice period of redemptions: 2 business days
Redemption settlement: 5 business days
Updates
20 Feb, 2020
