Agio Digital Blog

Avantgarde Crypto Equal Weight Fund - Monthly Fact Sheet: November 2023

Written by Avantgarde | Nov 28, 2023 3:07:37 PM

The Avantgarde Crypto Equal Weight fund provides long only exposure to the crypto market via an equally weighted portfolio of tokens, The strategy is designed for investors who want to participate in the broader crypto market but without a large portfolio concentration in any one token. The portfolio allocates to the most liquid tokens within the Ethereum ecosystem and utilizes DeFi protocols to enhance returns on a risk managed basis. The strategy will continue to benefit from enhancements following ongoing research as the opportunity set within the crypto universe continues to evolve. 

Key Advantages for Investors

  • Exposure to crypto markets whilst minimizing portfolio concentration
  • Active rebalancing
  • Access to DeFi strategies for potential return enhancement 
  • Efficient portfolio management leveraging the Ethereum blockchain
  • On-chain transparency via Enzyme

Key Fund Information
Launch Date 31 Jul 2023
Fund AuM $781,835.42
Fund Base Currency USD
Domicile Bahamas
Total Expense Ratio %1.13
Number of Holdings 10
Subscriptions 1
Redemptions 0

 

 

 

  Since Inception 1 month 3 months 6 months 1 year 3 years
Avantgarde Fund (USD)  55.66% 27.60% 50.23% N/A N/A N/A
Ann. Volatility N/A% 59.75% N/A N/A N/A N/A
vs Bitcoin 7.34% 17.28% 5.24% N/A N/A N/A
vs Ethereum 24.96% 12.90% 24.86% N/A N/A N/A
vs S&P 500 56.26% 12.90% 24.86% N/A N/A N/A
vs Gold 50.15% 19.18% 49.28% N/A N/A N/A

 

About Avantgarde

Avantgarde helps institutional investors and crypto-natives get exposure to DeFi investment opportunities. Avantgarde's purpose-built platform provides a unique layer on top of Enzyme to enable the creation of compliant DeFi investment products that can be scaled at low cost.

About Enzyme

Enzyme is an on-chain asset management system that enables access to crypto and DeFi from one simple, unified app. Enzyme enables full automation of reporting, risk management, and operational & administrative requirements via purpose-built smart contracts.

 

 

 

⚠ Disclaimer: https://www.agiodigital.com/legal-disclaimer