Wealtii Multi-Asset Balanced Allocation Fund
This fund allocates capital across equities, precious metals, and digital assets for balanced exposure through changing market conditions. The S&P 500 ETF forms the core equity position, while iShares Silver Trust and Tether Gold add precious metal allocation. TRON, Bitcoin, XRP, and Binance Coin provide digital asset participation across established network tokens. Digital assets and commodities can see significant price swings, so investors should weigh risk tolerance first.
Eligibility: this fund holds Ondo Global Markets tokenized stocks, which give economic exposure without shareholder rights and may not be available to US persons or in other restricted jurisdictions.
⚠️ Risk warning: Digital assets are highly volatile and Wealtii is not regulated. Past performance does not guarantee future results. You may lose some or all of your investment. Only invest what you can afford to lose. Full Risk Disclosure →
Performance Overview
Price change of the fund's current basket over fixed periods, updated with live market prices. *Hypothetical backtest of each fund's current target allocation using historical market prices. Past performance does not guarantee future results.
Historical Price Chart
Explore 🔶 Wealtii Multi-Asset Balanced Allocation Fund price history across every time horizon. Hover over the chart for detailed price and date information.
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Investment Simulator
A hypothetical illustration of how an investment in the current allocation would have changed using historical prices. Not a forecast or actual fund performance.
All Time Periods
| Period | Initial | Performance | Final Value | Profit / Loss |
|---|---|---|---|---|
| 1 Month | $10 | +0.00% | $10 | +$0 |
| 3 Months | $10 | +0.00% | $10 | +$0 |
| 6 Months | $10 | +0.00% | $10 | +$0 |
| 1 Year | $10 | +0.00% | $10 | +$0 |
| 2 Years | $10 | +0.00% | $10 | +$0 |
| 3 Years | $10 | +0.00% | $10 | +$0 |
| 4 Years | $10 | +0.00% | $10 | +$0 |
| 5 Years | $10 | +0.00% | $10 | +$0 |
Past performance does not guarantee future results. This is a simulation based on historical data and should not be considered investment advice.
Fund Holdings
Every asset in this fund — current prices, portfolio weights, and 24-hour price changes. All holdings are 1:1 backed and verifiable.
| Asset | Target weight | Market Cap | Price | 24H Change |
|---|---|---|---|---|
| N/A | N/A | N/A | ||
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The fund maintains a fixed and transparent allocation. Holdings are accurately represented here and remain consistent, offering a stable reference for assessing the fund's composition and performance.
About the Wealtii Multi-Asset Balanced Allocation Fund
The Wealtii Multi-Asset Balanced Allocation Fund gives you exposure to 7 holdings — tokenized etfs, tokenized gold & silver, and crypto — through one investment from $10. It uses fixed target allocations with position caps, set by our published index methodology, rather than market-cap weighting.
Every purchase is executed on-chain through DEX aggregators, buying each holding in its target weight, and the tokens are held 1:1 in our public Gnosis Safe vault on BNB Smart Chain. You hold fund units recorded in your Wealtii account, and you can check the vault's holdings on BscScan at any time.
Risk Disclaimer
Cryptocurrency investments are highly volatile and carry a significant risk of capital loss. Return figures for the Wealtii Multi-Asset Balanced Allocation Fund are hypothetical backtests of its current allocation, not actual fund performance, and are not indicative of future results. Wealtii does not provide financial advice, is not regulated and is not covered by any investor-compensation scheme. Invest only what you can afford to lose. Read our full Risk Disclosure.
Frequently Asked Questions
How is the Wealtii Multi-Asset Balanced Allocation Fund rebalanced?
Automated rebalancing is in development and not yet live. Today, each purchase buys every holding in its target weight, so the fund's actual weights drift with market prices between purchases.
Is my investment in the Wealtii Multi-Asset Balanced Allocation Fund backed by real assets?
Yes. Your investment buys the fund's actual tokens on-chain, and they are held 1:1 in our public vault, which anyone can check on BscScan. Some holdings are wrapped or tokenized assets (such as BTCB, XAUT or Ondo tokens) that depend on their issuers.
Are there management fees for this fund?
No. There is no management or performance fee for holding the Wealtii Multi-Asset Balanced Allocation Fund, and Wealtii currently charges 0% platform fees on purchases, sales and withdrawals during its early-adopter promotion. Any future fee change will be announced at least 30 days in advance.
External costs: purchases and sales are routed through decentralized exchanges, so DEX swap fees, price impact and blockchain network fees apply. These go to liquidity providers and the network, not to Wealtii.
Fund Methodology, Information & Risks
How the Wealtii Multi-Asset Balanced Allocation Fund is constructed, executed, custodied and charged. Reviewed 21 October 2026; full rules in our index methodology.
Index Methodology
Fixed target allocations with caps on any single position — not market-cap weighting. Holdings must have deep liquidity on BNB Smart Chain and, for real-world assets, an established token issuer.
Rebalancing Strategy
Automated rebalancing is in development. Today, every purchase buys each holding in its target weight, so actual weights drift with prices between purchases.
Fees & External Costs
0% platform fees during our early-adopter promotion and no management fee. Network fees and DEX price impact apply; a 0.5% fee applies only to refunds of deposit over- or under-payments. See fees.
Custody & Security
Fund assets are held on-chain in a public Gnosis Safe 3-of-3 vault. No leverage, lending, staking or rehypothecation. Verify the vault yourself.
Eligibility & Jurisdiction
Wealtii is not regulated. Availability depends on your location, account verification level and local law; funds holding Ondo tokenized stocks may not be available to US persons. This page is not an offer where the product is restricted.
Performance & Data
Multi-year returns, charts and simulations are hypothetical backtests of the current allocation — not actual fund performance or forecasts.
Ready to invest in the Wealtii Multi-Asset Balanced Allocation Fund?
Start from $10 with 0% platform fees during our early-adopter promotion and no lock-up. Fund assets are held 1:1 in a public vault you can verify on-chain. Capital at risk.