Protect your portfolio against today's risks
Invest in scarcity. Disciplined exposure to physical gold and bitcoin.
Investments
Gold & Bitcoin
Backtest
20%+ Annual Return Since 2011*
Strategy
No Negative 36-Month Period Since 2011*
*Based on a historical simulation (backtest), not live performance. Past performance does not guarantee future results. This information does not constitute investment advice.
The Challenge
The Flaws of Modern Money
Most people think of money as a way to pay for everyday expenses. It is also the yardstick by which we judge whether something is cheap or expensive, and the vehicle we use to save for the future. Yet surprisingly few people ever stop to ask a simple question: what is the value of money itself?
Sound money has three essential characteristics: it is scarce, trusted, and able to preserve its value over time. Today's fiat currencies, whether the U.S. dollar, the euro, or the Japanese yen, possess none of these characteristics.
Money can be created without limit by central banks and governments. Inflation erodes its purchasing power, while the combination of relentless money creation and inflation gradually undermines confidence in money itself.
The Consequence
A New Reality
The value of today's money is likely to come under increasing pressure. In an aging world, economic growth is becoming structurally scarcer, while governments continue to accumulate ever-higher levels of debt. As a result, debt sustainability is increasingly taking precedence over other policy objectives.
Central banks are therefore finding it increasingly difficult to prioritize price stability. The outcome is a prolonged period of structurally low interest rates and higher inflation, an unfavorable combination for the purchasing power of money and for traditional fixed income investments.
At the same time, geopolitical tensions continue to intensify, increasing the risk of economic, military, and political conflict. Growing rivalry between major powers is raising questions about the long-term role of the U.S. dollar as the world's reserve currency. As a result, more countries and investors are seeking alternatives outside the traditional monetary system.
Fiat currencies and bonds are no longer enough.
The solution
Scarce. Trusted. Preserve Purchasing Power.
The Blokland Sound Money Fund offers an alternative: sound money in its purest form. By investing in physical gold and bitcoin, the Fund provides exposure to two assets that have historically helped preserve purchasing power over the long term.
Both assets possess the defining characteristics of sound money. They are demonstrably scarce and widely trusted around the world. Gold has served as a store of value and a cornerstone of the global financial system for thousands of years. Bitcoin, through its decentralized and transparent protocol, significantly reduces dependence on central banks and governments while providing a digitally scarce monetary asset.
Scarce
Gold cannot be created at will. All the gold ever mined would fit inside a cube measuring just 22 × 22 × 22 meters. Bitcoin has a permanently fixed maximum supply of 21 million coins, of which more than 20 million are already in circulation.
Trusted
For thousands of years, gold has served as money or as the monetary foundation of financial systems. Bitcoin brings that same monetary scarcity into the digital age while adding the advantages of seamless divisibility, instant transferability, and independent verifiability.
Preserve Purchasing Power
While cash and bonds have historically lost purchasing power during periods of inflation and low interest rates, gold and bitcoin have historically preserved, and increased, their purchasing power over longer periods. Measured in U.S. dollars, euros, or other fiat currencies, both assets have appreciated substantially over time.
More Than Gold and Bitcoin
Why Invest Through the Blokland Sound Money Fund?
The Blokland Sound Money Fund offers far more than simply a way to invest in Physical Gold and Bitcoin. The fund provides access to an empirically tested investment approach while relieving investors of a range of complex decisions. How much Gold and how much Bitcoin should a portfolio hold? When should that allocation change? How do you ensure the secure purchase, custody, and insurance of these assets? The fund addresses these questions through a systematic and cost-efficient approach, allowing investors to benefit from a professionally managed solution without having to make these decisions themselves.
Investment Strategy
A Proprietary Model
At the core of the Blokland Sound Money Fund is a proprietary quantitative model. Based on extensive historical research, the model determines the optimal allocation between Physical Gold and Bitcoin each month. It is built on three well-established pillars from the financial literature: risk, valuation, and sentiment.
To implement the strategy, the fund works closely with a select group of specialized and independent partners responsible for the purchase and sale, custody, and administration of the investments. As a result, investors benefit not only from a scientifically grounded investment approach, but also from reliable, professional, and secure execution. After all, only Gold and Bitcoin that are demonstrably and legally owned by the fund qualify as true investments.
Pillar 01
Risk
Physical gold and bitcoin are allocated to contribute equally to the portfolio's overall risk. The asset with the lower risk profile is assigned a higher weight, and vice versa. This self-correcting approach helps prevent risk concentration and is designed to deliver more stable returns while reducing portfolio drawdowns.
Pillar 02
Valuation
Like many processes found in nature, Bitcoin follows a long-term pattern known as the Power Law. This pattern provides an indication of whether Bitcoin is relatively overvalued or undervalued compared with its long-term trend. This valuation signal is used to adjust the allocation between physical gold and bitcoin.
Pillar 03
Sentiment
Momentum is one of the most robust factors in the financial literature. Assets that have performed well in the recent past often continue to outperform in the near future. Bitcoin exhibits stronger and more persistent momentum effects than most other asset classes. The momentum signal is used to adjust the allocation between physical gold and bitcoin.
Backtest
Compelling Historical Results
Historical data shows that a disciplined strategy focused on physical gold and bitcoin would have delivered highly attractive returns, significantly exceeding those of global equities while assuming only moderately higher risk.
Over rolling 36-month periods, the strategy would not have generated a negative return in any month since 2011.
The results also compare favorably with a simple buy-and-hold allocation to physical gold and bitcoin, highlighting the value added by the Fund's disciplined, data-driven investment process.
De resultaten zijn gebaseerd op een historische simulatie (backtest) en niet op gerealiseerde fondsperformance. In het verleden behaalde resultaten bieden geen garantie voor de toekomst. Deze informatie is uitsluitend bedoeld ter illustratie en vormt geen beleggingsadvies.
Who Is It For?
For Investors Who Look Beyond the Obvious
The Blokland Sound Money Fund is designed for investors who understand that the rules of money and investing have fundamentally changed. Investors who no longer rely solely on fiat currencies and bonds as the foundation of their wealth, but instead choose broader diversification. Investors who want to build their portfolios around scarce, trusted, and enduring stores of value, while recognizing the added value of a systematic, data-driven strategy that adapts to continuously changing conditions.
For investors whose portfolios are primarily invested in equities and who recognize that this does not provide true diversification.
For investors who deliberately choose assets that cannot be created without limit.
For investors who understand that cash and bonds no longer provide meaningful protection for their wealth.
For investors who already own physical gold or bitcoin but still manage the implementation and ongoing adjustments without a well-founded framework.
For investors who understand that the value of scarcity is realized over years, not months, and who can tolerate short-term volatility.
Fund Details
Key Information
Fund Manager
Prestige Investment Partners
Investments
Physical Gold & Bitcoin
Liquidity
Monthly
AFM Registration
50040862
Fund Administrator
AssetCare
Investors
Individuals & Businesses
Minimum Investment
€ 100.000
ISIN
Pending
Documentation
Information Memorandum
Managed by
Jeroen Blokland
Jeroen Blokland is the former Head of Multi-Asset at Robeco, where he was responsible for managing more than €5 billion in client assets. He is the founder and portfolio manager of the Blokland Smart Multi-Asset Fund and the author of The Great Rebalancing.
With the Blokland Sound Money Fund, he offers investors a dedicated investment strategy focused on sound money through disciplined exposure to physical gold and bitcoin.
An Investor at Heart
After earning a degree in economics from Erasmus University Rotterdam, Jeroen held investment management roles at Robeco and other asset managers. In 2023, he launched the Blokland Smart Multi-Asset Fund, driven by the question of whether the traditional mix of stocks and bonds is still sufficient to help investors build and preserve wealth.
Known for his clear analysis and data-driven approach, Jeroen has built a reputation for making complex investment topics both accessible and thought-provoking. Through social media, presentations, interviews, podcasts, and his book The Great Rebalancing, he reaches a broad audience and has become a respected voice in the debate on the future of investing.
Learn More
Discover the Investment strategy Behind the Blokland Sound Money fund
Download the presentation or contact us to learn more about the Fund, its investment philosophy, and the disciplined strategy behind it.
