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Why Invest ?

This strategy is recommended for investors with medium risk profile looking for stable earnings and low portfolio volatility.

When to Invest ?

The Kristal provides stable income generation due to its exposure to strong and consistent dividend distribution companies as well as high grade fixed income securities. Due to the income generation nature, the Kristal will perform best in a growing or stable economy.


Returns Table1Y3Y5YLifetime
STEADY GROWTH17.71%9.38%6.59%6.39%


Investment ofper month
gives returns of :
at 6.59% / annum
$in 5 years
for a time period of
Returns % (CAGR)based on historic returns of 6.59% per annum
$+ 6.59%

Scheme Information

Sharpe 1.00
Volatility 5.89%
Max drawdown -5.4%

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 Fixed Income and Equity asset class via ETFs and is regularly rebalanced to maintain targeted asset allocations:
40% US Investment Grade diversified bond ETFs
30% dividend Equity ETFs
30% Low volatility Equity ETFs.

Fixed Income


downloadFactsheet August 2019


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