Welcome to your crypto asset fund
Flagship Fund
Flagship Fund Plus
Caleb and Brown Asset Management Pty Ltd (Corporate Authorised Representative No: 1303692) is an authorised representative of Caleb and Brown Financial Pty Ltd ACN 682 232 300, AFSL No. 566088. This information has been prepared without taking into account your particular financial needs, circumstances or objectives. Before acting on the information, please review the relevant Information Memorandum and consider whether the product is appropriate for you.
To achieve long-term capital growth through an actively managed portfolio of crypto assets.
The Caleb & Brown Flagship Fund is a high-conviction investment strategy designed to offer investors broad-based exposure to crypto assets. The strategy is offered to investors in a choice of two distinct investment options, each carefully designed to cater to diverse preferences and risk profiles.

The Caleb & Brown Flagship Fund is carefully constructed to include up to 25 positions across a wide variety of sectors. This selection we deem sufficient to achieve diversification and provide investors with a comprehensive exposure to crypto assets.
Currency
29.41%
Currency
Portfolio weight
29.41%
Allowable range
15% - 50%
Smart Contract Platform
41.69%
Smart Contract Platform
Portfolio weight
41.69%
Allowable range
25% - 50%
Decentralised Finance
28.91%
Decentralised Finance
Portfolio weight
28.91%
Allowable range
0% - 40%
Computing
0.00%
Computing
Portfolio weight
0.00%
Allowable range
0% - 15%
Digitalisation
0.00%
Digitalisation
Portfolio weight
0.00%
Allowable range
0% - 10%
Culture & Entertainment
0.00%
Culture & Entertainment
Portfolio weight
0.00%
Allowable range
0% - 10%
Stablecoin/Cash
0.00%
Stablecoin/Cash
Portfolio weight
0.00%
Allowable range
0% - 22%
| 1M | 3M | 6M | 1Y | Since inception | |
|---|---|---|---|---|---|
| Flagship Fund | -2.96 % | 19.1 % | 70.0 % | 45.76 % | 90.86 % |
| Flagship Fund Plus | -3.66 % | 17.1 % | 62.3 % | 45.24 % | 81.73 % |
Caleb & Brown's Flagship Fund and Flagship Fund Plus are available to Australian tax residents who qualify as wholesale investors.
This Offer is available to wholesale investors only, as that term is defined in the Corporations Act. The Trustee will not issue Units to you unless you invest at least $500,000 into the Fund, you meet the minimum asset ($2.5 million of net assets) or income ($250,000 of gross income for the last two financial years) requirements, or you otherwise satisfy that you are a wholesale client for the purposes of Chapter 7 of the Corporations Act (including being a professional investor within the meaning of the Corporations Act).
The Caleb & Brown Flagship Fund and The Caleb & Brown Flagship Fund Plus operates within the dynamic and evolving landscape of the crypto market, which inherently carries a certain level of risk. As a crypto fund, we acknowledge the nascent nature of the industry and the potential for high volatility. While we strive to mitigate risk through active portfolio management and robust risk management practices, it's important to recognise that investing in crypto assets entails a degree of inherent risk. We recommend that prospective investors carefully assess their risk tolerance, conduct thorough due diligence, and consider their investment goals before making any investment decisions. It's always advisable to consult with a qualified financial advisor who can provide personalised guidance based on your individual circumstances.
Investing in The Caleb & Brown Flagship Fund or The Caleb & Brown Flagship Fund Plus offers distinct advantages over investing in individual crypto assets. The Flagship Fund provides broad-based exposure to a diversified portfolio of carefully selected crypto assets, managed by our experienced team. By pooling resources and expertise, the fund aims to mitigate risk, capitalise on emerging opportunities, and optimise long-term returns. Additionally, the active portfolio management and robust risk management practices provided by the Flagship Fund offer a comprehensive and professionally managed investment solution, making it an attractive choice for investors seeking exposure to the crypto asset class.
The suggested investment timeframe of the Caleb & Brown Flagship Fund is at least five years.
No, as an investor in The Caleb & Brown Flagship Fund or The Caleb & Brown Flagship Fund Plus, you do not have direct input or control over the selection of specific crypto assets within the fund. The fund's investment strategy, including the selection and management of crypto assets, is carried out by our experienced team of professionals who apply their expertise and analysis to make informed decisions on behalf of the fund. This approach ensures consistent and effective portfolio management, allowing investors to benefit from the collective knowledge and experience of our team.
To learn about the process we follow in selecting crypto assets for The Caleb & Brown Flagship Fund and The Caleb & Brown Flagship Fund Plus, please refer to the detailed explanation provided in the "Process" section, which you can find just before this FAQ.
The expected return on investment for The Caleb & Brown Flagship Fund and The Caleb & Brown Flagship Fund Plus cannot be explicitly determined due to the dynamic nature of the crypto market. As a fund that aims for long-term capital growth, returns are subject to market fluctuations and the performance of individual crypto assets. We recommend considering your investment goals, risk tolerance, and consulting with a financial advisor for personalised guidance.
No, Caleb & Brown does not lend out the crypto assets held within the fund. The fund's primary objective is to invest in and manage a diversified portfolio of crypto assets for the benefit of its investors. We do not engage in activities such as lending or borrowing against the fund's assets.
Caleb and Brown Asset Management Pty Ltd (Corporate Authorised Representative No: 1303692) is an authorised representative of Caleb and Brown Financial Pty Ltd ACN 682 232 300, AFSL No. 566088. This information has been prepared without taking into account your particular financial needs, circumstances or objectives. Before acting on the information, please review the relevant Information Memorandum and consider whether the product is appropriate for you.



