Digital Asset Funds Management

Montgomery Investment Management has entered into an exclusive distribution partnership with Digital Asset Funds Management (DAFM), an Australian investment manager specialising in digital asset markets. 

DAFM was founded in 2021 by Ark International Group, an established high-frequency trading firm that has experience in trading assets in traditional financial markets since 2012.

The co-founders, Clint Maddock and Mike Gilbert, are high-frequency trading experts, each with over two decades of experience in trading complex derivative products.

DAFM has an exceptional global team of around 30 professionals located in Sydney, Bordeaux, Edinburgh, São Paulo, and Wellington.

The flagship Digital Income Fund offers two distinct investment classes for wholesale investors:

• Digital Income Class – a market-neutral, income-generating strategy that captures volatility and arbitrage opportunities in Bitcoin and Ethereum futures markets. Since inception in May 2021 to 31 October 2025, it has delivered an impressive 22.52% p.a. (net of fees), with 53 positive months out of 54, including generating a positive return for every month that the S&P 500 Accumulation Index and S&P/ASX 200 Accumulation Index delivered a negative monthly return over the same period.
• Bitcoin Index Class – provides direct exposure to Bitcoin, targeting an additional 5% p.a. (gross) over standard Bitcoin returns over the long-term, with institutional-grade security and simplified access to Bitcoin through a traditional Australian unit trust.

Why we partnered with DAFM

As investor appetite grows for non-traditional and uncorrelated income sources, particularly in a low-yield, volatile market environment, the Digital Income Fund – Digital Income Class offers a compelling solution.

The Fund offers the potential for strong, resilient returns that are independent of equity and bond market cycles, while giving wholesale investors access to digital assets, a new and fast-evolving asset class that remains underrepresented in most portfolios.

We believe we’ve uncovered a rare opportunity in DAFM’s high-frequency trading expertise – used by the Digital Income Class, a market-neutral strategy designed to capture arbitrage opportunities in digital asset markets.

DAFM's investment approach 

Digital Income Fund – Digital Income Class

• A ‘market neutral’ fund, designed to generate returns regardless of whether Bitcoin and Ethereum prices are rising or falling.
• Rather than directly buying Bitcoin or Ethereum, the Fund seeks to profit from volatility and price inefficiencies in the Bitcoin and Ethereum futures markets.
• Leverages DAFM’s proprietary high-frequency trading technology, to capture arbitrage across selected global digital asset exchanges – making thousands of trades every day.
• Delivered a positive return in 53 out of 54 months.
• Generated an average 4.5% per month outperformance (in AUD terms) whenever the S&P 500 Accumulation Index has had a negative monthly return, which has occurred in 18 out of the 54 months since the fund’s inception. 

Read how the Digital Income Class is a valuable portfolio diversifier. 

Monthly performance of the Digital Income Class since inception in May 2021 to 31 October 2025 (%)

Source: DAFM | All returns in % Net of Fees | Disclaimer – Past performance is not an indicator of future performance. 

Digital Income Fund – Bitcoin Index Class 

• Provides direct exposure to Bitcoin – the world’s most recognised and widely traded digital asset.
• Designed for investors seeking institutional-grade security and professional investment management, without the complexity of setting up digital wallets or managing private keys and passwords.
• Rather than buying digital currency directly, investing in a unit trust may also be more convenient if the investor happens to pass away or become incapacitated, providing ease for the Executors or Powers of Attorney.
• Aims to generate an additional 5% p.a. gross over standard Bitcoin returns over the long term.
• Since inception (May 2021) to 31 October 2025, the Bitcoin Index Class delivered 21.66% p.a. (net of fees and expenses in Australian dollars).This has come with 33 out of 54 positive months and 22 out of 54 negative months.

Monthly performance of the Bitcoin Index Class since inception in May 2021 to 31 October 2025 (%)

Source: DAFM | All returns in % Net of Fees | Disclaimer – Past performance is not an indicator of future performance.

How to invest:

After accessing the Information Memorandum and reading in full the investment objectives and risks of investing in the Digital Income Fund:

1. Complete the online application form at Olivia 123 and ID verification online (approx. 10 minutes)
2. Submit the completed application form to the Administrator online
3. Transfer the funds and an investment confirmation will be issued by the Administrator

BEGIN THE ONLINE APPLICATION HERE

More information:

The Digital Income Fund is available for wholesale investors only.

For further details, including how to invest, please contact Rhodri Taylor, Account Manager or David Buckland, Chief Executive Officer on (02) 8046 5000 or investor@montinvest.com

Alternatively, if you would like a member of our team to contact you about the Digital Income Fund (Digital Income Class or the Bitcoin Index Class), please leave your details below:

Advisers, researchers, platforms and consultants:

Please contact Scott Phillips, Head of Distribution on 0417 529 890 or email sphillips@montinvest.com

*Past performance is not indicative of future results. General information only. Investing involves risk. Seek independent advice before investing.

Disclaimer:

The information on this website has been prepared by Digital Asset Funds Management Pty Ltd ACN 645 472 813 (DAFM),  authorised representative number CAR No. 001285765 of Quay Wholesale Fund Services Pty Ltd ACN 647 044 602 (Quay), holder of Australian financial services licence 528 526. Quay is the Trustee of the Digital Income Fund (Fund). DAFM  is the Fund’s Investment Manager.

Any information or advice contained on this website is genral in nature and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information or advice on this website, Quay recoommends you consider the appropriateness of the information and advice having regard to your particular circumstances. You must also read the offer document and any other disclosure documents in full before acquiring products named on this website. You should also seek independent financial advice prior to deciding to invest in, or continuing to hold, any financial product.

* All investments, including those managed by DAFM and Quay, involve risk which can lead to no or lower than expected returns, or a loss of part or all of your capital. Past performance of any product described on this site is not a reliable indication of future performance.