DigitalX

Bitcoin Fund

Minimum Investment

A$50,000

DigitalX

Fund

Bitcoin Fund

DIG1

Fund Manager

Minimum Investment

A$50,000

Fund

Bitcoin Fund

About the Fund

The DigitalX Bitcoin Fund provides a secure and inexpensive way for wholesale investors to gain exposure to Bitcoin without the uncertainty and additional risk associated with other digital assets. The Fund is intended to be a low-risk access point for investors, managed by the most experienced public company in the digital asset market within Australia.

Investors benefit from access institutional custody, insurance and independent administration services in a cost-effective unit trust structure. The Fund operates a passive buy-and-hold investment strategy offering investors diversification and lower correlation to traditional asset classes. The Fund has an investment grade rating from well-regarded research house, SQM Research and was the #1 performing fund in Australia for 2023 according to Morningstar.

About the Manager

DigitalX Asset Manager Pty Ltd (DXAM) is the investment manager of two investment products that provide qualified investors with highly secure and streamlined access to digital assets. DXAM was established in 2018 and is a wholly owned subsidiary of DigitalX Limited (ASX:DCC), a leading ASX-listed digital investment management company focused on growing the blockchain economy through its digital asset funds management business, digital fintech and regtech products, and blockchain ventures.

Key Fund Information

Investment Manager

DigitalX Asset Management

Inception

December 2019

Rating

Investment Grade (SQM)

Objective

To provide secure access to Bitcoin via a passive investment strategy with an institutional grade custodian

Eligibility

Wholesale Investors

Fees

1.65% Management Fee No Performance Fee

Buy/ Sell Spread

+/- 0.25%

Liquidity

Fortnightly ($25k minimum subscription)

Custody

BitGo (secure, insured cold storage)

Administrator

Boutique Capital

Auditor

BDO Australia

What is Bitcoin?

Bitcoin (BTC) is the world’s first decentralised, digital currency (cryptocurrency). It enables any internet user the ability to send payments for goods and services without the requirement of a trusted intermediary or third party to facilitate those transactions. The ledger of all payments and receipts is maintained by a decentralised network of computers running the Bitcoin software - these are called nodes.

Why Bitcoin?

A very common reason that individuals purchase Bitcoin is to access a reliable and long-term store of value. Bitcoin facilitates this better than most assets due to its fixed supply which makes it impossible to debase whereas national currencies are subject to the influence of presiding government bodies. Bitcoin has experienced remarkable growth since its inception in 2009, to the point of now being formally institutionalized in the form of spot ETFs, resoundingly vindicating those who entertained the thesis of Bitcoin as a long term store of value.

DigitalX Bitcoin Fund Performance

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Management & Team

Lisa Wade

Lisa Wade

CEO

Ms. Wade has 30 years of experience in financial services and pioneered both responsible investment, and the emerging decentralised finance ecosystem. She has extensive portfolio management experience including derivative trading, equities, ventures and innovating financial structures with real asset tokens. She co-created the RARI Responsible investment ETF and in her role as Head of Digital Innovation and Sustainability at NAB lead projects such as Project Atom - the Australian CBDC project with the RBA.

Jaime Underdown

Jaime Underdown

General Manager - Funds

Mr. Underdown joined the Company as Director of Operations in October 2022 and has over 15 years experience in funds management in Australia and the United Kingdom working in listed investment companies, unlisted private mortgage funds and a multi-strategy, emerging market hedge fund. Skilled in Investor Relations, Mutual Funds, Investment Management, Hedge Funds, and Derivatives.

Hannah Pham

Hannah Pham

Senior Investment A

Hannah Pham has 15 years of experience in investment management. She has worked with large institutions including JPMorgan and CBA, managing funds for institutional clients and HNWIs across Australia, Asia and the U.S. She has successfully acquired close to $1 billion worth of real assets with various deal structures and credit risk profiles. She graduated Magna cum laude from Mt Holyoke College, MA, USA in Economics and Statistics.

Alex Nagorskii

Alex Nagorskii

Funds Operations

Mr. Nagorskii is a financial services professional with 7 years experience in wealth management and traditional financial markets. Having worked in investment governance with Macquarie Bank, he has helped oversee up to 700 managed funds, conducting upfront and ongoing due diligence on investment strategies and operations. Mr. Nagorskii also has experience with prop trading in Australian and US interest rate products. He holds a Bachelor of Commerce - Finance degree from Macquarie University.

Pratik Kala

Pratik Kala

Investment Analyst

Mr. Kala is a FinTech professional with over 10 years of experience in capital markets technology and consulting. He has worked with large financial institutions in Australia, Singapore, and Thailand to deliver FinTech projects covering multiple asset classes. Mr. Kala has also served as an instructor at Monash University's FinTech Bootcamp covering blockchain, machine learning and financial programming. He holds a degree in Computer Science from the University of New South Wales.

David Mack

David Mack

Business Development

David Mack has a background in economics, earning his Bachelor from the University of Queensland. He joins after co-founding Pier Two, a domestic blockchain infrastructure startup where he oversaw the firm’s investment program.

Disclaimer

DigitalX Asset Management Pty Ltd (CAR) is a corporate authorised representative of Boutique Capital Pty Ltd (BCPL) AFSL 508011, CAR Number 1270748. CAR is an investment manager of the fund(s) described elsewhere in this document, or in other documentation (Fund). To the extent to which this document contains advice it is general advice only and has been prepared by the CAR for individuals identified as wholesale investors for the purposes of providing a financial product or financial service, under Section 761G or Section 761GA of the Corporations Act 2001 (Cth). The information herein is presented in summary form and is therefore subject to qualification and further explanation. The information in this document is not intended to be relied upon as advice to investors or potential investors and has been prepared without taking into account personal investment objectives, financial circumstances or particular needs. Recipients of this document are advised to consult their own professional advisers about legal, tax, financial or other matters relevant to the suitability of this information. The investment summarised in this document is subject to known and unknown risks, some of which are beyond the control of CAR and their directors, employees, advisers or agents. CAR does not guarantee any particular rate of return or the performance of the Fund, nor does CAR and its directors personally guarantee the repayment of capital or any particular tax treatment. Past performance is not indicative of future performance. The materials contained herein represent a general summary of CAR’s current portfolio construction approach. CAR is not constrained with respect to any investment decision making methodologies and may vary from them materially at its sole discretion and without prior notice to investors. Depending on market conditions and trends, CAR may pursue other objectives or strategies considered appropriate and in the best interest of portfolio performance. There are risks involved in investing in the CAR’s strategy. All investments carry some level of risk, and there is typically a direct relationship between risk and return. We describe what steps we take to mitigate risk (where possible) in the Fund’s Information Memorandum. It is important to note that despite taking such steps, the CAR cannot mitigate risk completely. This document was prepared as a private communication to clients and is not intended for public circulation or publication or for the use of any third party, without the approval of CAR. Whilst this report is based on information from sources which CAR considers reliable, its accuracy and completeness cannot be guaranteed. Data is not necessarily audited or independently verified. Any opinions reflect CAR’s judgment at this date and are subject to change. CAR has no obligation to provide revised assessments in the event of changed circumstances. To the extent permitted by law, BCPL, CAR and their directors and employees do not accept any liability for the results of any actions taken or not taken on the basis of information in this report, or for any negligent misstatements, errors or omissions. This Document is informational purposes only and is not a solicitation for units in the Fund. Application for units in the Fund can only be made via the Fund’s Information Memorandum and Application Form.

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