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Autopilot Secure

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

Autopilot Secure

About Kristal

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.

Why Invest in Autopilot Secure?

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 Secure?

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

Returns

Returns1Y
Autopilot Secure10.71%

Returns Calculator

Investment ofper month
gives returns of :
at 5.71% / annum
$in 1 years
amount
for a time period of
time1Y
Returnsbased on historic SIP returns of 5.71% per annum
$
$
$+ 5.71

Scheme Information

Sharpe 2.54
Volatility 6.76%
Max drawdown -2.94%

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.

64.24%
Fixed Income
2.08%
Cash
10.49%
Commodities
23.19%
Equity

Fact Sheets & Reports

Updates

13 Jul, 2020

We have updated our Advisory Algorithm with the latest market data in terms of prices and volatilities and are rebalancing our Autopilot Kristals accordingly. Rebalancings are taking place at a minimum on a quarterly basis. Since it’s inception on 13. April, the Autopilot Secure Kristal has delivered a return of 9.62% in absolute terms, a very respectable result for a conservative portfolio. Our algorithm is shifting towards a slightly higher allocation in Fixed income (from 56% to 73%) which is due to the recent side-ways trend in Stocks over the past month at stubbornly high volatility, which favors on a risk adjusted basis the Fixed Income sector. Within the equity allocation, the position shifts into a pure technology focused mix of Vanguard Information Technology and Blackrock Technology ETF, therefore showing slightly higher growth driven returns at an overall smaller allocation

2 Nov, 2020

This quarter saw a reduction of the Fixed Income allocation to 58% from around 70%, with the 12% difference being allocated to the Blackrock Gold ETF. The equity allocation remained stable at 27%, but the sector components shifted from the technology focused ETFs towards the Vanguard Consumer Discretionary ETF and the Blackrock USA Momentum Factor ETF.

4 Feb, 2021

The strategy was rebalanced in line with our regular interval reviews. Based on the Algo recommendations, the duration of the fixed income allocation has been reduced. The Blackrock 7-10yr Treasury Bond ETF was switched into inflation protected treasury ETFs (TIP & VTIP), and in the equity portion of the portfolio we have switched from the Blackrock USA Momentum Factor ETF and Vanguard Consumer Discretionary to the State Street Consumer Staples and Blackrock Asia 50 ETF

Autopilot Secure