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STEADY GROWTH

Medium RiskDIVERSIFIED
STEADY GROWTH
Issued by:Kristal.AI
Unit Price (NAV) : $
Minimum investment: 1 unit
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STEADY GROWTH

STEADY GROWTH

About Kristal

Steady Growth Kristal is an investment strategy built using ETFs with a targeted 60-40 allocation of Equity to Fixed Income. This strategy enables investors to gain diversified exposure to dividend paying growth equities, low volatility developed market equities and investment grade bonds. The Kristal focusses on a strategic asset allocation between two asset classes, fixed Income and equity. The weightings between the asset classes determine the success of the strategy. A broad strategic guidance that is followed in this strategy is an allocation of ca. 40% to the US investment grade fixed income ETFs, and 60% to global equity ETFs focussed on companies with price low volatility and strong, consistent dividend records.

Why Invest in STEADY GROWTH?

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

When to Invest in STEADY GROWTH?

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.

ReturnsLifetime4.54%
Returns1Y3Y5Y
This Kristal-2.36%3.63%5.83%

Projected Returns

Investment ofper month
gives returns of :
at 5.83% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of 5.83% per annum
$
$
$+ 5.83%

Scheme Information

Sharpe 0.53
Volatility 7.65%
Max drawdown -14.39%

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.

35%
Fixed Income
65%
Equity

Fact Sheets & Reports

downloadFactsheet August 2019
STEADY GROWTH