Investments in Fixed Income products or to store excess liquidity before deploying it towards other investments, Safe Haven is created with the preservation of assets in mind. The Kristal focusses on investment in the Fixed Income asset class.
The weightings within this asset class determines the success of the strategy. A broad strategic guidance that is followed in this strategy is an allocation of ca. 50% to the US Treasury ETFs and 50% allocation to diversified investment grade bond ETFs focussed on US.
Why Invest in SAFE HAVEN?
This strategy is recommended for investors having a low risk appetite with the principle objective of asset preservation.
When to Invest in SAFE HAVEN?
The Kristal is ideal when the investor is seeking to preserve the portfolio and seeking interest-income. The Kristal’s exposure to high grade bonds helps to reduce default risks, thus preserving the investor’s principal along the investment horizon.
Investment ofper month
gives returns of :
at 3.85% / annum
$in 5 years
for a time period of
Returns % (CAGR)based on historic returns of 3.85% per annum
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 ?
The Kristal invests in US Fixed Income via ETFs and is regularly rebalanced to maintain targeted asset allocations: 50% US Treasuries 50% US Investment Grade diversified.
We are licensed in Singapore, Hong Kong, and India. Kristal Advisors (SG) Pte. Ltd. (CMS100614-4) presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd. (BHZ135) is licensed and regulated by the Securities and Futures Commission to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. (INA100006852) presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India. Kristal, its affiliates and/or its employees may hold positions in the assets discussed herein.
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