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Kristal Core Strategy Fund (SGD)

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

Kristal Core Strategy Fund (SGD)

Fund Strategy

Why this Kristal?
The Kristal Core Strategy Fund (SGD) 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. In this strategy, the USD risk is hedged back to SGD. The strategy aims to achieve a consistent return through most phases of the economic cycle, hence the reference to "all weather".

Kristal Core Strategy Fund (SGD) 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 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

lockFactsheet 31 March 2021lockFactsheet February 2021lockFactsheet January 2021lockPPM Appendix Kristal Core Strategy (SGD)lockKristal Core Strategy Fund (SGD)

Other funds from Kristal

  • Dream Team

    1. Star selection
    The Dream Team is a portfolio that invests in 20 to 30 of the best companies in the world.

    The strategy starts from filtering the world universe by the best brands according to brand research specialists. Then companies' financials are analysed and companies ranked according to well-established factors including value, growth, momentum, quality, sentiment, balance sheet strength, low risk and ESG metrics.

    Brand can be seen as a key component of the concept of moat used by Warren Buffett and Charlie Munger to select "Great businesses at fair prices". If anything, the value of brands tend to grow with the globalisation and digitalisation of consumption.

    2. Teamwork
    The final selection identifies the leaders by sector and balances the portfolio by country, region and currency according to global equity indices weights so that the portfolio is well diversified.

    The output is a concentrated portfolio diversified between the developed markets main regions, currencies and sectors that is able to provide exposure to the main equity markets in a sustainable way.

    A long term perspective and low turnover is to be expected. This strategy is ideal for investors with a long time horizon looking to gain exposure to large cap equities.

  • 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

  • Sri Lanka Fractional Bond 5.75 April 2023

    This strategy is suitable for investors who are looking to invest in international government bonds issued by the Republic of Sri Lanka. The investor can buy the bonds in fractional, smaller amounts than the USD 200,000 minimum notional amount and hold to maturity. This is a single underlying & fixed maturity pooled strategy. Coupons received over the life of the strategy would be reinvested into USD-denominated ETFs with underlying securities of a better or equivalent credit quality as the Government of Sri Lanka. Minimum subscription amount is USD 12K.

  • Capcapital Ventures

    CapCapital is an actively managed long only & unleveraged equity strategy structured as a Kristal Fund (supported by sub-advisors). The portfolio comprises 20 -25 diversified global publicly listed equities (5-10% allocation each). Selection depends on a strong competitive advantage (visible moat) and healthy earnings growth determined through a bottom-up analysis using financial & operational metrics. Sectors are technology, finance & consumer and holding period is expected to be medium term

  • Kristal Core Strategy Fund (SGD)