The blockchain Fund is designed to give investors easy access to companies with unique blockchain sourcing. UCITS-enabled cryptocurrency assets and non-physical precious metals are intended to round off the fund as interesting alternative investments.
An awful lot has happened in the blockchain universe since the fund launch. Nevertheless, the basic technology is still at the very beginning on the so-called “S‑Curve.” Globally, companies have been pushing blockchain projects rapidly. The first successful projects were introduced into the real economy. Users of this technology expect numerous benefits, including lower costs, greater security and transparency. Investors, on the other hand, expect higher profits if software technology can avoid expensive errors and save costs.
In the September 2018 investment comment (PDF), we go to three companies (AMD, Walt Disney and Alibaba) that are among the current top 10 positions in the blockchain fund portfolio.