Halogen Shariah Defensive Bitcoin Fund

Overview

An actively managed fund that captures Bitcoin’s upside potential while maintaining a risk-managed capital preservation strategy. The Fund allocates to spot Bitcoin and Islamic deposits for balanced exposure within a Shariah-compliant wholesale fund structure.

Fund Type

Growth (Closed-ended)

Target Exposure

Islamic Deposits & Bitcoin

Investment Period

2 Years

Assets Under Management

Why Invest With Us

Shariah-Compliant

A world’s first, this Fund is a pioneering Shariah-compliant fund that provides exposure to Bitcoin while prioritising capital preservation*.

Bitcoin Exposure

Capture Bitcoin’s growth potential while mitigating downside risk by reallocating to Islamic deposits during volatile periods.

Dynamic Allocation

An actively managed fund that adjusts to market conditions, rebalances assets strategically and mitigates risk to protect* and grow your capital.

Capital Preservation

The Fund follows a disciplined capital preservation* strategy, managed by seasoned professionals with over 20 years of capital markets experience.

Custodied

Fund assets are held with institutional-grade custodians for holdings in traditional and crypto assets.

Regulated

Managed by Halogen Capital, a Securities Commission Malaysia-licensed digital asset fund manager.

Fund Information

Key Facts

Commencement Date

To be updated
Initial NAV

RM 1.00 per unit
Minimum Initial Investment

RM 10,000
Minimum Additional Investment

RM 1,000
Fund Manager

Liew Ooi Hann, CFP, CFA

Fees and Charges

Sales Charge Per Unit

Up to 2.00% of the NAV Per Unit. The Manager reserves the right to waive or reduce the sales charge at its absolute discretion. All sales charges will be rounded up to two (2) decimal places and will be retained by the Manager.
Annual Management Fee

Up to 1.00% per annum of the NAV of the Fund.
Trustee Fee

0.06% per annum of the NAV of the Fund (excluding foreign custodian fees and charges) subject to a minimum fee of MYR20,000 per annum.
Transfer Fee

Not applicable.
Switching Fee

Not applicable.
Redemption Charge

Not applicable.
Performance Fee and Hurdle Value

Not applicable.

Fund Holdings

Islamic Deposits and Short term Sukuk

85%
Spot BTC

15%

*Investors are advised that this Fund is neither capital guaranteed nor capital protected. The Fund aims to preserve its capital by investing in Islamic money market instruments, Islamic deposits and/or sukuk. However, the return of capital is SUBJECT TO the credit and default risk and currency risk associated with the Fund’s investments in Islamic money market instruments, Islamic deposits and/or sukuk.