Cloudbreak Cryptocurrency Fund

Portfolio Structure

Our portfolio is a structured and optimal mix of assets that provides investors with a strong balance of stability and growth. The majority of assets are in the top ten by market capitalisation with some higher value small cap inclusions to accelerate growth.

We consider our portfolio to be “passive” in that the vast majority of included assets are large capitalisation, in excess of $USD 5billion (at time of writing). While investing in cryptocurrency is considered higher risk than most traditional asset classes; this risk is what presents the greatest potential for return. In light of this fact, at a later date we intend on releasing more aggressive portfolios and will keep clients advised accordingly.

At the time of writing, large, medium and small capitalisation were classified as follows:

  • Large Cap: Greater than $5 BN (70-90%)
  • Medium Cap: Between $1BN and $5 BN (10-30%)
  • Small Cap: Less than $1BN (0-10%)

Performance table

The Fund commenced trading on 1st November 2017.  Results to date can be found in the following table:

 Cloudbreak Fund Bitcoin 
MonthPerf MonthPerf LifetimePerf MonthPerf Lifetime
Nov 1715.49%15.49%50.99%50.99%
Dec 1730.18%50.35%38.81%108.87%
Jan 185.51%58.63%-27.57%50.80%
Feb 182.18%62.09%1.57%53.41%
Mar 18-25.34%21.01%-32.85%2.89%
April 1839.88%69.28%31.95%36.34%
May 18-9.86%52.59%-18.99%10.57%
Jun 18-12.46%33.58%-14.62%-5.51%
Jul 18-2.38%30.40%21.35%14.79%
Aug 180.76%31.39%-9.42%3.83%
Sep-18 2.18%34.25% -5.05%

**All figures are net of fees