InvestSMART

DigitalX Bitcoin - Managed Fund

Fund Objective
The Fund aims to provide investors with institutional grade access to Bitcoin with an independent trustee and custodian with a Lloyds of London custody insurance policy (which can be made available if needed).
Fund Strategy
The Fund aims to provide investors with institutional grade access to Bitcoin with an independent trustee and custodian with a Lloyds of London custody insurance policy (which can be made available if needed).

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 -21.24% -32.53% -46.21% -30.39% -1.84% 37.64% 7.93% -%
Growth return -9.22% -27.4% -34.63% -30.94% 31.22% 50.31% 19.11% -%
Income return -12.02% -5.13% -11.58% 0.55% -33.06% -12.67% -11.18% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.35% 0.96% 1.88% 3.76% 4.06% 4.11% 2.96% 2.14%
As at 28 Feb 2026. 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
18.77%
Australian Equities
4.92%
International Equities
2.98%
Cash
55.63%
Property & Infrastructure
1.98%
Fixed Interest
15.73%

General Information

Fund Details
Type Description
DigitalX Bitcoin
BQC7957AU
Miscellaneous
Not Rated
Investment Fund
1 Dec 2019
$15.2 million (as at 30 Jun 2023)
$7.9048 (as at 27 Feb 2026)
$7.8575 (as at 27 Feb 2026)
Open
Offer information
Type Description
MER 1.65% (as at 21 Oct 2024)
Indirect Cost Ratio (ICR) 0% (as at 30 Jun 2022)
Minimum initial investment $50,000
Minimum additional investments $20,000
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FAQs about the DigitalX Bitcoin

The objective of the DigitalX Bitcoin managed fund is The Fund aims to provide investors with institutional grade access to Bitcoin with an independent trustee and custodian with a Lloyds of London custody insurance policy (which can be made available if needed).

The strategy of the DigitalX Bitcoin managed fund is The Fund aims to provide investors with institutional grade access to Bitcoin with an independent trustee and custodian with a Lloyds of London custody insurance policy (which can be made available if needed).

The APIR code of the DigitalX Bitcoin managed fund is BQC7957AU.

DigitalX Bitcoin’s total return last month was -21.24%. This was made up of a growth return of -9.22% and an income return of -12.02%. These returns were calculated as at 28 Feb 2026.

DigitalX Bitcoin’s total return for the last three months was -32.53%. This was made up of a growth return of -27.4% and an income return of -5.13%%. These returns were calculated as at 28 Feb 2026.

DigitalX Bitcoin’s one-year total return is -30.39%. This was made up of a growth return of -30.94% and an income return of 0.55%. These returns were calculated as at 28 Feb 2026.

DigitalX Bitcoin’s one-year total return is 37.64%. This was made up of a growth return of 50.31% and an income return of -12.67%. These returns were calculated as at 28 Feb 2026.

The asset allocation of the DigitalX Bitcoin managed fund is :

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

The DigitalX Bitcoin managed fund belongs to the Miscellaneous sector/asset class.

As at 30 Jun 2023, the size of the DigitalX Bitcoin managed fund was $15.2 million.

The DigitalX Bitcoin managed fund has an inception date of 1 Dec 2019.

The current entry price of the DigitalX Bitcoin managed fund is $7.9048 per unit and the current exit price is $7.8575 per unit (as at 27 Feb 2026).

The current exit price of the DigitalX Bitcoin managed fund is $7.8575 per unit and the current entry price is $7.9048 per unit (as at 27 Feb 2026).

The minimum initial investment amount for the DigitalX Bitcoin managed fund is $50,000. Minimum additional investment is $20000.

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.