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Montgomery partners with Digital Asset Funds Management on innovative Digital Income Fund

We are pleased to announce an exclusive partnership with Sydney-based Digital Asset Funds Management (DAFM), offering wholesale investors access to the Digital Income Fund.

The Fund’s Digital Income Class is a market-neutral strategy that captures volatility and arbitrage opportunities in Bitcoin and Ethereum futures markets, aiming to generate returns regardless of whether prices are rising or falling.

Since its launch in May 2021 to 31 July 2025, the Digital Income Class has delivered an impressive 22.72% p.a. (net of fees) and has generated positive returns in 50 of the past 51 months – including positive returns during every negative month for the S&P 500 Accumulation Index and S&P/ASX 200 Accumulation Index over the same period.*

The Fund’s Bitcoin Index Class provides investors with direct exposure to Bitcoin – the world’s most widely traded digital asset - offering an easy and efficient way to invest in Bitcoin without the complexities of managing digital wallets or private keys.

Roger Montgomery, Founder and Chairman, said:

“We believe we’ve uncovered a rare gem in DAFM’s high-frequency trading expertise – a leading strategy that’s been quietly dominating this segment in Australia. This partnership isn’t just about innovation; it’s about delivering exceptional, relatively resilient returns that empower investors to thrive in any market.”

This partnership reflects our commitment to offering differentiated, high-quality investment opportunities to meet the evolving needs of wholesale investors and advisers.

More information

The Digital Income Fund is available for wholesale investors only.

To find out more, please contact Rhodri Taylor, Account Manager or David Buckland, Chief Executive Officer, Montgomery on (02) 8046 5000 or investor@montinvest.com

Read the full media release here

*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 general 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 recommends 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.

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