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  5. Bluebottle Bitcoin Plus Fund Australia - Managed fund profile

Bluebottle Bitcoin Plus Fund Australia - Managed Fund

Fund Objective
The DNA Tracker Fund acts as the 'feeder' fund in what is commonly referred to as a 'master-feeder' structure. It aims to achieve consistent capital appreciation through its investment in the Global Fund (TCM DAF).
Fund Strategy
The TCM DAF takes a quantitative approach to identify seven tokens from a momentum-based selection of a sub-set of the top twenty (20) tokens. The TCM DAF holds a core BTC and ETH position and generates alpha via its proprietary systematic approach to risk allocation across the Top 7 performing tokens on a medium-term horizon.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -21.2% -15.07% 38.24% 11.55% 54.95% 8.15% -% -%
Growth return -21.2% -% 38.24% 11.55% 54.95% 8.15% -% -%
Income return 0% -% 0% 0% 0% 0% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.34% 1.02% 2.13% 4.35% 4.28% 3.67% 2.21% 1.99%
As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
25.45%
Australian Equities
4.28%
International Equities
7.52%
Cash
43.40%
Property
1.93%
Fixed Interest
17.42%

General Information

Fund Details
Type Description
Bluebottle Bitcoin Plus Fund Australia
QWF1678AU
Miscellaneous
Not Rated
Investment Fund
1 Dec 2020
n/a
$2.66324 (as at 28 Feb 2025)
$2.66324 (as at 28 Feb 2025)
Open
Offer information
Type Description
MER 1.50% (as at 17 Oct 2024)
Minimum initial investment $10,000.00
Minimum additional investments $5,000.00

FAQs about the Bluebottle Bitcoin Plus Fund Australia

The objective of the Bluebottle Bitcoin Plus Fund Australia managed fund is The DNA Tracker Fund acts as the 'feeder' fund in what is commonly referred to as a 'master-feeder' structure. It aims to achieve consistent capital appreciation through its investment in the Global Fund (TCM DAF).

The strategy of the Bluebottle Bitcoin Plus Fund Australia managed fund is The TCM DAF takes a quantitative approach to identify seven tokens from a momentum-based selection of a sub-set of the top twenty (20) tokens. The TCM DAF holds a core BTC and ETH position and generates alpha via its proprietary systematic approach to risk allocation across the Top 7 performing tokens on a medium-term horizon.

The APIR code of the Bluebottle Bitcoin Plus Fund Australia managed fund is QWF1678AU.

Bluebottle Bitcoin Plus Fund Australia’s total return last month was -21.2%. This was made up of a growth return of -21.2% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

Bluebottle Bitcoin Plus Fund Australia’s total return for the last three months was -15.07%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 28 Feb 2025.

Bluebottle Bitcoin Plus Fund Australia’s one-year total return is 11.55%. This was made up of a growth return of 11.55% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

Bluebottle Bitcoin Plus Fund Australia’s one-year total return is 8.15%. This was made up of a growth return of 8.15% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

The asset allocation of the Bluebottle Bitcoin Plus Fund Australia managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The Bluebottle Bitcoin Plus Fund Australia managed fund belongs to the Miscellaneous sector/asset class.

As at , the size of the Bluebottle Bitcoin Plus Fund Australia managed fund was $ million.

The Bluebottle Bitcoin Plus Fund Australia managed fund has an inception date of 1 Dec 2020.

The current entry price of the Bluebottle Bitcoin Plus Fund Australia managed fund is $2.66324 per unit and the current exit price is $2.66324 per unit (as at 28 Feb 2025).

The current exit price of the Bluebottle Bitcoin Plus Fund Australia managed fund is $2.66324 per unit and the current entry price is $2.66324 per unit (as at 28 Feb 2025).

The minimum initial investment amount for the Bluebottle Bitcoin Plus Fund Australia managed fund is $10,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.