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.
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.
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.