BIT Capital launches first multi-asset fund
BIT Capital Launches Multi-Asset Fund – Proven Research Alpha Meets Broad Asset Allocation
Berlin, May 23, 2025 – BIT Capital expands its product universe: With the new BIT Global Multi Asset (ISIN: DE000A40J9Z0), the Berlin-based asset manager launches its first actively managed multi-asset fund. With this, BIT Capital responds to the growing demand for an investment solution that unlocks growth opportunities in the technology sector within a broadly diversified, risk-optimized multi-asset portfolio. The launch of the BIT Global Multi Asset makes BIT Capital's proven research alpha, which the Berlin-based firm has impressively demonstrated in recent years, accessible for the first time through a multi-asset strategy.
Medium to Long-Term Capital Appreciation in High-Opportunity Asset Classes
As the firm's first fund with a multi-asset approach, the BIT Global Multi Asset expands the product universe previously focused on equity and crypto strategies. With this product addition, investors can now choose from a significantly broader range of risk-return profiles. The fund is designed for a moderate risk class according to the Summary Risk Indicator (SRI) – a Europe-wide standardized scale from 1 (lowest risk) to 7 (highest risk) – and is currently classified in class 3.
The portfolio is structured into three core components:
- Equity Portfolio: Combination of mega-caps with selected growth stocks. This approach represents a deliberate departure from the concentration of large indices. Mega-caps act as stability anchors, while high-quality mid and small-caps increase alpha potential. Selection is based on BIT Capital's established research. It combines high-conviction positions with selected stocks from the extended research longlist that exhibit risk-minimizing portfolio characteristics.
- Bond Portfolio: Focus on corporate bonds from technology-oriented issuers with strong fundamental data and high creditworthiness, also from the BIT Capital research longlist. By specifically limiting overlaps with top equity positions, concentration risk is minimized. The bond segment serves to control interest rate and credit risks. It significantly contributes to reducing overall portfolio volatility – while maintaining a growth focus.
- Safe-Haven Assets and Macro Hedges: Targeted allocations to safe-haven assets like gold and selected crypto assets (each limited to a maximum of 5%). Additionally, future-based macro hedges are strategically employed for protection during periods of stress.
For portfolio construction, BIT Capital relies on proprietary quantitative optimization algorithms. These algorithms manage both the initial allocation within asset classes and the construction of the three sub-portfolios, ultimately integrating them into a highly decorrelated overall portfolio. The optimizer enables a structured reduction of volatility without sacrificing substantial return opportunities.
Strategic Expansion of the Product Offering
With the launch of the BIT Global Multi Asset, BIT Capital closes an important gap in its fund range. "The new BIT Global Multi Asset expands our product offering, which already includes the BIT Defensive Growth fund with a defensive and balanced risk profile," says Marcel Oldenkott, Fund Manager, Managing Director, and Co-CIO at BIT Capital. "Our goal is an asymmetric outcome profile: strong participation in positive market phases while limiting losses in downturns – for all those seeking stability and growth orientation combined in one investment solution."
The strategy combines active management, risk-adjusted allocation, and BIT Capital's characteristic focus on technology-driven growth. The BIT Global Multi Asset has been available in various share classes on all common platforms since April 28, 2025.
Press Contact:Hannes BruchDirector Communications & Marketingpress@bitcap.com
Disclaimer
This press release is marketing information from BIT Capital GmbH. The information contained in this press release does not constitute an offer or a solicitation to buy/sell shares in financial instruments mentioned herein. 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 appropriate investor and product-related advice, and, if applicable, professional advice from a legal or tax advisor. Tax treatment depends on the investor's personal circumstances and may be subject to change. The binding basis for the purchase of shares in funds mentioned in this press release are the respective PRIIPs KID, the currently valid sales prospectus 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 https://www.bitcap.com/), and from the respective management company. The management company may make country-specific adjustments to the distribution authorization, including withdrawal of distribution, regarding its investment funds. Further information on investor rights can be found on the BIT Capital GmbH homepage at https://bitcap.com/beschwerdemanagement/ available.
Risks: The financial instruments mentioned are associated with significant risks, including the potential loss of the invested amount, as described in detail in the fund prospectuses. Past performance and other historical data are not an indication or guarantee of future development.
This marketing information is intended exclusively for persons in countries where the mentioned funds are authorized for public distribution to the relevant client base. Shares of the funds mentioned in this presentation may not be offered for purchase 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 press release and the information contained therein may not be distributed in the USA. The distribution and publication of this document, as well as the offering or sale of shares/stocks of this fund, may also be subject to restrictions in other jurisdictions.
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