Home>Kristal Portfolios>Autopilot Growth>

Autopilot Growth

Medium RiskDiversified
Autopilot Growth
Issued by:Kristal Advisors Pte. Ltd.
Unit Price (NAV) : $
Minimum investment: 1 unit
Share
Share
Autopilot Growth

Autopilot Growth

About Kristal

This Kristal is suitable for an investor with a high risk appetite and tolerance. Mrs. Y has a longer term investment horizon of around 5 years and she is willing to accept a higher risk of losses in exchange for a targeted return which exceeds the risk free rate of return by a large margin. Mrs. Y would be happy with returns in the range of +25% and -15%.

Overview:
The AutoPilot Kristals are 100% genetic algorithm based Kristals with regular rebalancing. This Kristal allows investors to use Algo based investments that are monitored on an ongoing basis and rebalanced through a rules driven approach, without having to lift a finger. Our genetic algorithm has produced superior backtest results compared to conventional equity and fixed income investments. It removes the human element of emotion to drive your investment decisions, which has been in many portfolios the biggest inhibitor of long term sustained performance.

Recommended for:
This strategy is recommended for Investors who prefer a hands off approach while enjoying the benefits of a fully managed portfolio.

This Kristal selects instruments from our entire investable universe of fixed income, equity and commodity ETFs. The strategy is rules based, and for diversification purposes the Algorithm may select international ETFs.

The Kristal is monitored by our IC on an ongoing basis, and rebalanced at a minimum once a quarter based on the latest Algo results. If there are material changes to our Algo parameters, we are allowed to rebalance the Kristal within the quarter.

How did we identify this Kristal:
Assets are carefully chosen by an algorithm in order to deliver to investors a wide range of exposures within the sector. The strategy is rebalanced every year, with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far. Dynamic rebalancing also means that the strategy will automatically adjust its risk profile based on the performance till date.

Why Invest in Autopilot Growth?

Our genetic algorithm has produced superior backtest results compared to conventional equity and fixed income investments. It removes the human element of emotion to drive your investment decisions, which has been in many portfolios the biggest inhibitor of long term sustained performance.

When to Invest in Autopilot Growth?

Kristal's proprietary algorithm dynamically rebalances the portfolio with the changing market environment. This makes the strategy investable in all economic environments.

Returns

Returns
Lifetime21%
Returns1Y
Autopilot Growth19.21%

Similar Kristals

  • Autopilot Secure

    This Kristal is suitable for an investor with a low risk profile. Mr. X is concerned about large draw down losses in his portfolio but yet aims to achieve a steady return above the risk free rate of return. His Investment horizon is about 5 years. He is happy with returns between +15% and -8% on her portfolio, depending on the market environment.

    Overview:
    The AutoPilot Kristals are 100% genetic algorithm based Kristals with regular rebalancing. This Kristal allows investors to use Algo based investments that are monitored on an ongoing basis and rebalanced through a rules driven approach, without having to lift a finger. Our genetic algorithm has produced superior backtest results compared to conventional equity and fixed income investments. It removes the human element of emotion to drive your investment decisions, which has been in many portfolios the biggest inhibitor of long term sustained performance.

    Recommended for:
    This strategy is recommended for Investors who prefer a hands off approach while enjoying the benefits of a fully managed portfolio.
    This Kristal selects instruments from our entire investable universe of fixed income, equity and commodity ETFs. The strategy is rules based, and for diversification purposes the Algorithm may select international ETFs.

    The Kristal is monitored by our IC on an ongoing basis, and rebalanced at a minimum once a quarter based on the latest Algo results. If there are material changes to our Algo parameters, we are allowed to rebalance the Kristal within the quarter.

    How did we identify this Kristal:
    Assets are carefully chosen by an algorithm in order to deliver to investors a wide range of exposures within the sector. The strategy is rebalanced every year, with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far. Dynamic rebalancing also means that the strategy will automatically adjust its risk profile based on the performance till date.

    Medium Risk2-5 years
    10.71%
    1 unit
  • Autopilot Secure

    This Kristal is suitable for an investor with a low risk profile. Mr. X is concerned about large draw down losses in his portfolio but yet aims to achieve a steady return above the risk free rate of return. His Investment horizon is about 5 years. He is happy with returns between +15% and -8% on her portfolio, depending on the market environment.

    Overview:
    The AutoPilot Kristals are 100% genetic algorithm based Kristals with regular rebalancing. This Kristal allows investors to use Algo based investments that are monitored on an ongoing basis and rebalanced through a rules driven approach, without having to lift a finger. Our genetic algorithm has produced superior backtest results compared to conventional equity and fixed income investments. It removes the human element of emotion to drive your investment decisions, which has been in many portfolios the biggest inhibitor of long term sustained performance.

    Recommended for:
    This strategy is recommended for Investors who prefer a hands off approach while enjoying the benefits of a fully managed portfolio.
    This Kristal selects instruments from our entire investable universe of fixed income, equity and commodity ETFs. The strategy is rules based, and for diversification purposes the Algorithm may select international ETFs.

    The Kristal is monitored by our IC on an ongoing basis, and rebalanced at a minimum once a quarter based on the latest Algo results. If there are material changes to our Algo parameters, we are allowed to rebalance the Kristal within the quarter.

    How did we identify this Kristal:
    Assets are carefully chosen by an algorithm in order to deliver to investors a wide range of exposures within the sector. The strategy is rebalanced every year, with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far. Dynamic rebalancing also means that the strategy will automatically adjust its risk profile based on the performance till date.

    Medium Risk2-5 years
    10.71%
    1 unit

    Returns Calculator

    Investment ofper month
    gives returns of :
    at 10.13% / annum
    $in 1 years
    amount
    for a time period of
    time1Y
    Returnsbased on historic SIP returns of 10.13% per annum
    $
    $
    $+ 10.13

    Scheme Information

    Sharpe 2.74
    Volatility 7.48%
    Max drawdown -3.33%

    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 AutoPilot Kristals are 100% genetic algorithm based Kristals with regular rebalancing. This Kristal allows investors to use Algo based investments that are monitored on an ongoing basis and rebalanced through a rules driven approach, without having to lift a finger. Our genetic algorithm has produced superior backtest results compared to conventional equity and fixed income investments. It removes the human element of emotion to drive your investment decisions, which has been in many portfolios the biggest inhibitor of long term sustained performance.

    32.96%
    Fixed Income
    0.21%
    Cash
    66.83%
    Equity

    Fact Sheets & Reports

    Updates

    11 Feb, 2021

    Last Rebalance: 9. February 2021 The biggest change in terms of asset allocation is a switch from Blackrock Gold ETF towards the Vaneck Junior Gold Miners ETF, which explains the decrease in commodity versus Equity allocation. In January we have also added the Global X Lithium & Battery Tech ETF to our repertoire of investable ETFs, and the advisory algorithm has selected the same in our Autopilot Growth Strategy. The Autopilot Growth portfolio returned +10.2% since the end of October 2020. A lot of thanks here go to the strong performance of the ARK Autonomous Technology & Robotics ETF, which rallied 57% over the period. In terms of broad asset allocation we remain oriented towards a growth portfolio with around 70% equity versus 30% Fixed Income

    Autopilot Growth