SAFE HAVEN-Analysis, Review, Return, Holding & Comparison
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SAFE HAVEN

Low Risk
SAFE HAVEN
Issued by:Kristal.AI
Unit Price (NAV) : $
Minimum investment: 1 unit
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SAFE HAVEN

SAFE HAVEN

About Kristal

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 ?

This strategy is recommended for investors having a low risk appetite with the principle objective of asset preservation.

When to Invest ?

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.

ReturnsLifetime3.89%
Returns1Y3Y5Y
This Kristal11.70%5.42%3.62%

Projected Returns

Investment ofper month
gives returns of :
at 3.62% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of 3.62% per annum
$
$
$+ 3.62%

Scheme Information

Sharpe 0.99
Volatility 3.41%
Max drawdown -3.46%

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 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.

100%
Fixed Income

Fact Sheets & Reports

downloadFactsheet August 2019
SAFE HAVEN