Fund Fact: Perpetual RWA Asset Pool


Fund Overview

Fund Name

Perpetual RWA Asset Pool

Structure

Web3-based Perpetual ETF

Objective

Provide diversified exposure to tokenized real-world assets (RWAs) with a focus on yield generation, liquidity, and risk-adjusted returns.

Issuer

Neovestor

NAV Calculation

Daily (Net Asset Value per Share Token)

Share Token Symbol

NRWA

Blockchain

Solana

Base Currency

USDC


Key Features

  1. Perpetual Structure: No fixed maturity; investors enter/exit anytime.

  2. Multi-Asset Diversification: Exposure to real estate, private credit, infrastructure, and bonds.

  3. Dynamic Risk Management: Algorithmic rebalancing based on real-time risk metrics.

  4. Liquidity Reserves: 10% of AUM held in USDC for instant redemptions.

  5. Web3 Efficiency: Transparent, automated yield distribution via smart contracts.


Investment Strategy & Asset Allocation

Strategy

  • Dynamically allocate capital across tokenized RWAs using predefined risk/return parameters.

Asset Allocation

Asset Class

Allocation

Examples

Tokenized Business

20%

Transportation, Infrastructure

Tokenized Real Estate

20%

Commercial Properties, Villa

Tokenized Private Credit

40%

SME Financing, Consumer Loans, Inventory Financing

Cash Reserves (USDC/USYC)

10%

Liquidity Settlement

Risk Management

  • Continuous monitoring of credit risk, market volatility, and liquidity.

  • Adaptive rebalancing triggered by >5% deviation from target allocations.

Yield Sources

  • Revenue Structured Note

  • Asset Based Interest Payment

  • Capital appreciation

  • Treasury Bills

Target APY

  • Tokenized Business : 12%

  • Tokenized Private Credit : 15%

  • Tokenized Real Estate : 10% + 2% (Capital Appreciation)

  • Treasury Bills : 3.4%


Performance Overview

Metric

2024

2025 YTD

Annualized Return

11.14%

0.92%

Yield Distribution

  • Frequency: Monthly / Quarterly (USDC distributions or reinvestment options).


Fees & Expenses

Fee Type

Rate

Details

Management Fee

0.25% annually

Charged monthly on NAV.

Origination Fee

0.9%

Upfront fee from origination value

Performance Fee

10%

Deducted from yield

Total Expense Ratio

~1.25% annually

Includes gas fees and transaction costs.


Risk Factors

  1. Market Risk: Underlying asset values may fluctuate.

  2. Liquidity Risk: Withdrawals may require asset liquidation during stress.

  3. Smart Contract Risk: Vulnerabilities in code could impact operations.

  4. Regulatory Risk: Evolving tokenization laws may affect compliance.


Comparative Advantages

Feature

Perpetual RWA Pool

Traditional ETFs

Crypto Yield Funds

Perpetual Structure

✔️

❌ (Fixed-term)

RWA Diversification

✔️

❌ (Equity-focused)

❌ (Crypto-only)

Web3 Automation

✔️

Partial


Investor Suitability

  • Minimum Investment: $100 (USDC).

  • Redemption Process: Instant via reserves (up to 10% of NAV) or within 14 (forteen) days if assets are liquidated.


Key Risks & Disclaimers

Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. This fund is not FDIC-insured. Consult a financial advisor before investing.

Last updated