InvestSMART

Monochrome Bitcoin ETF - Managed Fund

Fund Objective
The Fund's objective is to provide investors with an investment return that tracks the performance of the price of bitcoin in Australian dollars (before taking into account fees; costs and tax).
Fund Strategy
The Responsible Entity will implement a buy and hold investment strategy for bitcoin. The Responsible Entity will not borrow money to implement the investment strategy.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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 -2.92% -8.83% 12.97% 51.91% 75.4% -% -% -%
Growth return -16.5% -17.18% -14.92% -5.32% 56.42% -% -% -%
Income return 13.58% 8.35% 27.89% 57.23% 18.98% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.29% 0.88% 1.8% 3.88% 4.14% 4.05% 2.7% 2.09%
As at 31 Oct 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
International Equities
7.30%
Australian Equities
3.91%
Cash
46.26%
Property & Infrastructure
1.86%
Fixed Interest
20.38%
Alternatives
20.28%

General Information

Fund Details
Type Description
Monochrome Bitcoin ETF
Miscellaneous
Not Rated
Investment Fund
10 Mar 2023
n/a
n/a
n/a
Open
Offer information
Type Description
MER 0.25% (as at 21 Nov 2024)
Indirect Cost Ratio (ICR) 0% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $5,000.00
Minimum additional investments $1,000.00
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FAQs about the Monochrome Bitcoin ETF

The objective of the Monochrome Bitcoin ETF managed fund is The Fund's objective is to provide investors with an investment return that tracks the performance of the price of bitcoin in Australian dollars (before taking into account fees; costs and tax).

The strategy of the Monochrome Bitcoin ETF managed fund is The Responsible Entity will implement a buy and hold investment strategy for bitcoin. The Responsible Entity will not borrow money to implement the investment strategy.

The APIR code of the Monochrome Bitcoin ETF managed fund is .

Monochrome Bitcoin ETF’s total return last month was -2.92%. This was made up of a growth return of -16.5% and an income return of 13.58%. These returns were calculated as at 31 Oct 2025.

Monochrome Bitcoin ETF’s total return for the last three months was -8.83%. This was made up of a growth return of -17.18% and an income return of 8.35%%. These returns were calculated as at 31 Oct 2025.

Monochrome Bitcoin ETF’s one-year total return is 51.91%. This was made up of a growth return of -5.32% and an income return of 57.23%. These returns were calculated as at 31 Oct 2025.

Monochrome Bitcoin ETF’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

The asset allocation of the Monochrome Bitcoin ETF managed fund is :

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

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

As at , the size of the Monochrome Bitcoin ETF managed fund was $ million.

The Monochrome Bitcoin ETF managed fund has an inception date of 10 Mar 2023.

The current entry price of the Monochrome Bitcoin ETF managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Monochrome Bitcoin ETF managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Monochrome Bitcoin ETF managed fund is $5,000. Minimum additional investment is $1000.

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.