Home>Products>Funds>Kristal Core Strategy Fund>

Kristal Core Strategy Fund

Medium RiskDiversified
Kristal Core Strategy Fund
Issued by:Kristal
Unit Price (NAV) : $
Minimum investment: $
Share
Share
Kristal Core Strategy Fund

Kristal Core Strategy Fund

Fund Strategy

Why this Kristal?
The Kristal Core Strategy Fund has the objective to achieve optimum absolute returns on a risk adjusted basis. A dynamic allocation across all major asset classes is determined by the proprietary advisory algorithm with oversight by the investment committee. The strategy aims to achieve a consistent return through most phases of the economic cycle.

Kristal Core Strategy Fund follows the tried and tested philosophy of an All-Weather Portfolio. The asset allocation across Equity, Fixed Income, Commodities, Volatility and FX is dynamic and adjusted depending on the stage of the growth cycle we are in. Our experienced Investment Committee provides consistent oversight on the strategy and ensures dynamic shifts in allocation to ensure the return objectives are achieved.

Recommended for: The investment is suitable for investors with medium to high risk appetite (Kristal risk level: Medium).

Geographic Focus: Global

Market Tier Exposure: Developed Markets, Emerging Markets

Asset Class: Multi-asset

When to buy?
The Kristal provides consistent performance through most market conditions, being able to build the core of any investment portfolio. Due to the growth component of equities, the Kristal is also placed well for regular periodic investments.

How is this Kristal Managed?
The Kristal is quarterly rebalanced.
The permitted allocation bands for each asset class are as follows:

  • Equity: 0-50%
  • Fixed Income: 0-75%
  • Commodities (Gold, and/or broad commodity tracking ETF): 0-25%
  • Volatility ETNs: 0-10%
  • Other ETFs: 0-10%

Fluctuations of up to 10% between each of the asset classes are allowed.

Fact Sheets & Reports
View all (10)

lockFactsheet: Aug 2021lockFactsheet: Jul 2021lockFactsheet: Jun 2021lockFactsheet: May 2021lockFactsheet 31 March 2021

Other funds from Kristal

  • Long Duration Bond Strategy

    Long Duration Bond Strategy is an actively managed, open-ended and pooled account strategy. It invests in USD denominated long term fixed income instruments and fixed income ETFs with a medium to long term investment horizon. It targets no leverage in the fund and tends to have a higher weightage of BBB- rated instruments on average and hence is ideal for investors looking for relatively high returns

  • Guru Index

    Guru Index Kristal is an open-ended pooled account strategy ideal for investors looking to gain exposure to strategies of various gurus and value investment equities that can provide long term capital appreciation

  • Capcapital Alpha 8

    This strategy will invest in public listed equities. The strategy will aim to generate absolute returns through holding concentrated positions in a select few businesses with high growth.
    This Kristal will construct and manage a concentrated portfolio of 8-12 holdings to achieve best absolute returns in a three year rolling period.

  • Alpha Quest Active Equity Strategy

    AQ Active Equity Strategy invests in Global Equities on a Long/Short basis to deliver attractive risk adjusted returns with a medium to long term horizon. The strategy is country and sector agnostic, providing the flexibility to generate ideas with no bias towards a specific industry, region or theme.
    The investment process uses a systematic approach to narrow down the investment universe and then uses fundamental analysis to identify the best ideas with asymmetric payoff. The strategy uses robust risk management tools to manage position sizes, lower correlation to the market and to optimize portfolio mix.
    The strategy aims to target mid-teen returns with lower volatility and drawdown as compared to the benchmark, Vanguard Total World Stock Index (VT). The strategy is reviewed and rebalanced periodically to make sure that diversification of risk exposures is maintained, with the best ideas being awarded the highest capital allocation.

  • Kristal Core Strategy Fund