The Digital Income Fund – Bitcoin Index Class (the Fund) (for wholesale investors) provides investors direct exposure to Bitcoin – the world’s most recognised and widely traded digital asset.
The Fund invests directly in Bitcoin, with all assets held under institutional-grade custody via Fireblocks, one of the world’s leading digital-asset security platforms.
The objective is to deliver returns that track the price of Bitcoin, while targeting an additional 5% per annum gross yield above Bitcoin’s AUD price. It’s a simple way for investors to participate in Bitcoin’s growth through a secure and professionally managed fund.
Why invest:
*Past performance is not an indicator of future performance.
| Style | Passive |
| Benchmark | Bitcoin price in Australian dollars |
| Investment timeframe | +3 years recommended |
Digital Asset Funds Management (DAFM) is the investment manager of the Fund. The DAFM team is a global group of 30 experienced financial market and technology professionals, including traders, researchers, and software engineers, located in Sydney, Bordeaux, Edinburgh, São Paulo, and Wellington.
Roger Montgomery and DAFM Founder and Director Clint Maddock discuss the Digital Income Fund – Bitcoin Index Class, which offers wholesale investors direct Bitcoin exposure through a secure, professionally managed Australian unit trust. The Fund targets returns above Bitcoin’s price and provides a simple, regulated way to access Bitcoin without the complexity of wallets or private keys – ideal for investors comfortable with higher volatility.
Roger Montgomery introduces DAFM Founders Clint Maddock and Mike Gilbert, who share their extensive trading experience and the firm’s disciplined, risk-first approach. The video highlights the team’s expertise, philosophy, and commitment to bringing institutional-grade precision to digital-asset investing.
| Inception Date | 1 May 2021 |
| Investment Manager | Digital Asset Funds Management |
| Objective | Provides direct exposure to Bitcoin and aims to deliver up to 5% p.a. gross over standard Bitcoin returns in Australian dollars. |
| Benchmark | Bitcoin price in Australian dollars |
| Fund Construction | Information Memorandum |
| Recommended Investment Timeframe | +3 years recommended |
| Minimum Investment | A$100,000 |
| Minimum Additional Investment | A$10,000 |
| Frequency of Pricing | The Fund is priced monthly |
| Entry Fee | Nil |
| Exit Fee | Nil |
| Buy/Sell Spread | Nil |
| Management Fee | 2% per annum |
| Performance Fee | Nil |
| Digital Income Fund – Bitcoin Index Class | Bitcoin price (AUD) | Out/Under Performance | |
| 1 month |
-6.02% |
-5.40% |
-0.62% |
| 3 months |
-25.33% |
-23.83% |
-1.50% |
| 6 months |
-23.46% |
-19.79% |
-3.67% |
| Year to date |
-16.05% |
-12.69% |
-3.36% |
| 12 months |
-16.05% |
-12.69% |
-3.36% |
| 3 years (p.a.) |
72.89% |
75.20% |
-2.31% |
| Annual return since inception |
14.33% |
12.80% |
1.53% |
| Total return since inception |
86.90% |
75.49% |
11.41% |
Past performance is not an indicator of future performance.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
| 2021 | - | - | - | - | -37.17% | -2.55% | 21.69% | 14.98% | -5.71% | 37.73% | -3.23% | -20.19% | -14.39% |
| 2022 | -14.39% | 5.41% | 7.02% | -10.70% | -17.37% | -34.73% | 22.04% | -12.14% | 2.65% | 4.69% | -18.94% | -2.80% | -57.78% |
| 2023 | 30.49% | 5.19% | 20.51% | 4.44% | -5.54% | 8.70% | -4.51% | -7.20% | 3.98% | 29.20% | 4.55% | 7.41% | 137.15% |
| 2024 | 5.11% | 50.22% | 14.38% | -15.35% | 10.50% | -11.81% | 10.14% | -12.27% | 6.21% | 16.58% | 44.12% | 1.07% | 159.56% |
| 2025 | 8.81% | -17.16% | -2.95% | 12.75% | 10.42% | 0.71% | 7.15% | -8.84% | 4.95% | -3.47% | -17.69 | -6.02 | -16.05% |
Past performance is not an indicator of future performance.
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