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[ Marketing Information ]

BIT Global Fintech Leaders

Focused portfolio of innovation leaders in the financial sector

Investment Strategy

[ Sector focussed]

BIT Global Fintech Leaders invests in companies that are structurally transforming the value creation of the global financial sector. The focus is on digitally scalable business models with demonstrated viability - payment infrastructure, neobanking, capital markets technology, insurance digitalization. Approximately 35 concentrated positions. Managed by a team with operational fintech founder experience.

Since inception
As of:
, share class R - I, Source Bloomberg
Annual yield
As of:
, share class R - I, Source Bloomberg
Volume
As of:
, share class R - I, Source Bloomberg

Disclaimer: Past performance is not a reliable indicator of future returns. Investments involve risks, including fluctuations in value and the potential loss of the capital invested. Due to the fund's composition, sector, concentration, country, geopolitical, and currency risks, in particular, may negatively impact performance. Please refer to the risk warnings in the sales prospectus and the PRIIPs KID.

Since inception
As of:
, share class R - I, Source Bloomberg
Annual yield
As of:
, share class R - I, Quelle Bloomberg
Volume
As of:
, share class R - I, Source Bloomberg

Disclaimer: Past performance is not a reliable indicator of future returns. Investments involve risks, including fluctuations in value and the potential loss of the capital invested. Due to the fund's composition, sector, concentration, country, geopolitical, and currency risks, in particular, may negatively impact performance. Please refer to the risk warnings in the sales prospectus and the PRIIPs KID.

BIT Global Fintech Leaders R-I

Performance since Inception

Rolling 12-Months Performance

Performance & Risk Metrics

Info

UCITS
ISINDE000A2QJLA8
WKNA2QJLA
Fund Manager

Investment Strategy

SRI - Risk Indicator

Fund Details

Terms

Portfolio Details Top 10

Asset Classes

Currencies

Region Allocation

Sector Allocation

Opportunities

Risks

Fund Documents

Key Information Document

Download

Semi-Annual Report

Download

Annual Report

Download

Sales Prospectus

Download

Factsheet BIT Global Fintech Leaders R-I Ultimo

Download

Subscribe to Factsheet

Invest now

Select Broker / Bank
DAB BNP Paribas
flatex
Consorsbank
DKB
ING
comdirect
Smartbroker+
finanzen.net ZERO
Scalable Capital
DEGIRO
AVL Finanzvermittlung
HSBC Deutschland
Volksbanken Raiffeisenbanken
Deutsche Bank
Commerzbank
S Broker (Sparkasse)
TARGOBANK
maxblue
1822direkt

Contact

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Contact

Interested in this fund or want to learn more? Contact us, and our team will get back to you shortly.

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Legal Notice.

This is marketing information. The information contained herein does not constitute an offer or solicitation to buy/sell shares in the financial instruments mentioned in this marketing information. The information and assessments contained herein do not constitute investment, legal, and/or tax advice or any other recommendation. In particular, this information does not replace suitable investor- and product-related advice, and where applicable, professional advice from a legal or tax advisor. Tax treatment depends on the individual circumstances of the investor and may be subject to change. The binding basis for the purchase of shares in the funds mentioned in this marketing information are the respective PRIIPs KID, the currently valid sales prospectus  possibly with the management regulations or articles of association, the most recently published and audited annual report, and the last published unaudited semi-annual report, which are available free of charge in German from BIT Capital GmbH, Dircksenstr. 4, 10179 Berlin (see also bitcap.com), as well as from the respective management company and the respective country-specific representatives. The management company may make country-specific adjustments to the distribution authorization, including the revocation of distribution, regarding its investment funds. Furthermore, the management company may decide to terminate the arrangements it has made for the distribution of the funds in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU. Further information on investor rights can be found on the BIT Capital GmbH homepage at bitcap.com/beschwerdemanagement/. Views expressed in this marketing information reflect the opinions of BIT Capital GmbH at the time of publication. These may change over time without prior notice. Information on forward-looking statements reflects the views and future expectations of BIT Capital GmbH. Nevertheless, actual developments and results may differ significantly from expectations.

However, no guarantee or liability can be assumed for the accuracy and completeness. The financial instruments mentioned are associated with significant risks, including the potential loss of the invested amount, as described in detail in the fund prospectus. Past performance and other historical data are not an indication or guarantee of future performance. Performance is calculated according to the BVI method. This means that all costs incurred at the fund level (e.g., administration and fund management fees) are taken into account. Additional costs may be incurred individually at the investor level (e.g., front-end load, custody fees, commissions, and other charges). This marketing information is exclusively directed at persons in countries where the mentioned funds are authorized for public distribution to the relevant client base. Shares of the funds mentioned in this marketing communication may not be offered for sale or sold within the USA, or to or for the account of US citizens or US persons resident in the USA. Furthermore, the shares may not be offered or sold, either directly or indirectly, to "US Persons" and/or entities owned by one or more "US Persons" as defined by the "Foreign Account Tax Compliance Act (FATCA)." In addition, this marketing communication may not be distributed in the USA.

The distribution and publication of this marketing information, as well as the offering or sale of shares/stocks of the mentioned funds, may also be subject to restrictions in other jurisdictions.  This marketing information may not be reproduced, modified, or passed on to other persons, either in whole or in part, or otherwise made accessible to them. BIT Capital GmbH assumes no liability for disadvantages arising directly or indirectly from the distribution, use, or modification and summarization of this information or its content. In particular, BIT Capital GmbH is not liable to third parties who receive this marketing information in violation of the provisions of this section.  

© 2026 BIT Capital GmbH. All rights reserved.

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By clicking the "Accept" button below, you confirm that you are an investment services provider within the meaning of Section 67 (2) sentence 2 no. 1 lit. a) WpHG or another licensed and supervised financial institution within the meaning of Section 67 (2) sentence 2 no. 1 lit. b) WpHG and that you have read and understood the legal information.

For regulatory reasons, the following information is intended exclusively for professional and semi-professional investors. The descriptions may therefore be unsuitable for private investors who do not qualify as semi-professional investors.

By clicking the field "Accept" below, you confirm that you are a professional investor in the sense of § 67 WpHG or § 1 para. 19 no. 32 KAGB or a semi-professional investor in the sense of § 1 para. 1 no. 33 KAGB and that you have fully read and understood the legal information.

Legal Notice:

This is a marketing communication. The information contained herein does not constitute an offer or solicitation to purchase or sell shares in any financial instruments mentioned in this marketing communication. The information and assessments provided do not constitute investment, legal, and/or tax advice or any other form of recommendation. In particular, this information does not replace appropriate investor- and product-specific advice, nor any necessary professional consultation by a legal or tax advisor. The tax treatment depends on the individual circumstances of the investor and may be subject to change.

The legally binding basis for purchasing shares in the funds mentioned in this marketing communication is the respective PRIIPs-KID, the applicable prospectus—if applicable, including the management regulations or articles of association—the most recently published and audited annual report, and the latest published unaudited semi-annual report, all of which are available free of charge in German from BIT Capital GmbH, Dircksenstr. 4, 10179 Berlin (see also bitcap.com), as well as from the respective management company and country-specific representatives. The management company may implement country-specific adjustments to the distribution authorization of its investment funds, including the revocation of distribution. Additionally, the management company may decide to terminate the arrangements it has made for the distribution of the funds in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU. Further information regarding investor rights is available on the BIT Capital GmbH website at bitcap.com/beschwerdemanagement/.

Any views expressed in this marketing communication reflect the opinions of BIT Capital GmbH at the time of publication. These opinions may change over time without prior notice. Statements regarding future expectations reflect the view and anticipated outlook of BIT Capital GmbH; however, actual developments and results may differ significantly from expectations. No guarantee or liability is assumed for the accuracy or completeness of the information provided. The mentioned financial instruments involve significant risks, including the potential loss of the invested amount, as described in detail in the fund prospectus. Past performance and other historical data are not indicative of or a guarantee for future performance. Performance is calculated using the BVI method, which accounts for all costs incurred at the fund level (e.g., management and fund administration fees). Additional costs may be incurred at the investor level (e.g., front-end load, custody fees, commissions, and other charges).

This marketing communication is intended solely for persons in countries where the mentioned funds are authorized for public distribution to the relevant client group. Shares in the funds mentioned in this marketing communication may neither be offered nor sold within the United States or to, or for the account or benefit of, U.S. citizens or persons residing in the United States. Furthermore, the shares may neither be directly nor indirectly offered or sold to "U.S. persons" and/or entities owned by one or more "U.S. persons" as defined by the Foreign Account Tax Compliance Act (FATCA). Additionally, this marketing communication may not be distributed within the United States.

The dissemination and publication of this marketing communication, as well as the offer or sale of shares in the mentioned funds, may be subject to restrictions in other legal jurisdictions. This marketing communication may not be reproduced in whole or in part, modified, or passed on to other persons or made accessible to them in any other manner. BIT Capital GmbH assumes no liability for any disadvantages that arise directly or indirectly from the dissemination, use, modification, or summarization of this information or its content. In particular, BIT Capital GmbH is not liable to third parties who receive this marketing communication in violation of the provisions of this section.

© 2026 BIT Capital GmbH. All rights reserved.