[June 2026] DOMINION Performance Report | United BM Wealth Limited Investment Results
Key facts
- [June 2026] DOMINION Performance Report | United BM Wealth Limited Investment Results
- United BM Wealth Limited reports the performance of the DOMINION portfolio as of June 2026. The New Technology Fund maintains a strong cumulative return of 216.73%, and the firm maintains a strategic stance toward Bitcoin ETFs, viewing market adjustments as buying opportunities.
- Source: PR Times
- Date: June 12, 2026
Direct answer
United BM Wealth Limited reports the performance of the DOMINION portfolio as of June 2026. The New Technology Fund maintains a strong cumulative return of 216.73%, and the firm maintains a strategic stance toward Bitcoin ETFs, viewing market adjustments as buying opportunities.
- Citation
- [June 2026] DOMINION Performance Report | United BM Wealth Limited Investment Results (June 12, 2026), PR Times
- Source
- PR Times
- Date
- June 12, 2026
United BM Wealth Limited reports the performance of the DOMINION portfolio as of June 2026. The New Technology Fund maintains a strong cumulative return of 216.73%, and the firm maintains a strategic stance toward Bitcoin ETFs, viewing market adjustments as buying opportunities.
📋 Article Processing Timeline
- 📰 Published: June 12, 2026 at 02:00
- 🔍 Collected: June 11, 2026 at 17:21
- 🤖 AI Analyzed: June 11, 2026 at 23:29 (6h 7m after Collected)
United BM Wealth Limited (CEO: Tom Ogoshi) reports the investment performance of the DOMINION portfolio, which is based on strategies proposed by our firm and our parent company, Bill Morrisons' IFAs.
## DOMINION Performance Report
The performance results for each fund are as follows:
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | YTD | Since Inception |
|---|---|---|---|---|---|---|---|
| DCS MSCI World Tracker Fund | 0.23% | 8.91% | 9.04% | 17.79% | 49.90% | 8.07% | 71.39% |
| Global Bond Fund | 0.11% | -0.60% | -0.38% | 1.12% | 2.39% | -0.46% | -18.77% |
| DCS Cautious | 0.53% | 1.51% | 2.61% | 6.44% | 12.79% | 2.41% | -2.85% |
| DCS Balanced | 0.96% | 2.89% | 4.54% | 12.15% | 28.16% | 3.95% | 25.47% |
| DCS Aggressive | 1.32% | 4.08% | 6.13% | 15.80% | 36.34% | 5.38% | 39.77% |
| Emerging Markets Fund | 1.60% | 17.97% | 31.36% | 56.94% | 90.75% | 29.34% | 54.76% |
| New Technology Fund | 6.53% | 30.46% | 28.61% | 54.63% | 127.09% | 30.56% | 216.73% |
| Global Growth Fund | 2.23% | 8.15% | 8.09% | 15.59% | 47.70% | 6.69% | 71.02% |
| Cash Fund | 0.03% | 0.05% | 0.16% | 0.62% | 3.46% | 0.11% | 5.36% |
| Opportunities Plus | 0.59% | 6.81% | 4.06% | 10.70% | 32.35% | 4.38% | 3.73% |
| G10 Macro Interest Rate Fund | -0.34% | -0.36% | -2.19% | -1.66% | 1.48% | -1.83% | 1.03% |
| Multi-Asset Sustainable Balanced Fund | 1.11% | 1.32% | 1.85% | 1.19% | -6.69% | 2.52% | -6.60% |
| S&P 500 Tracker Fund | 1.18% | 10.15% | 8.04% | 22.30% | 66.76% | 7.52% | 78.28% |
| North America Opportunities Fund | 3.46% | 12.49% | 7.10% | 9.53% | - | 6.58% | 24.08% |
| Bitcoin Tracker Fund | -24.89% | -12.37% | -34.64% | - | - | -31.97% | -46.81% |
| Nasdaq Tracker Fund | 1.73% | 18.35% | 13.44% | - | - | 14.57% | 22.37% |
| Nifty Fifty Tracker Fund | -4.49% | -7.66% | -14.84% | - | - | -15.96% | -16.28% |
| Physical Gold Tracker Fund | -7.96% | -15.73% | 0.52% | - | - | -1.67% | 3.48% |
| Managed Fund | -1.72% | -4.19% | - | - | - | - | -6.08% |
## Bitcoin Investment Policy
As of June 2026, our firm has allocated nearly 100% of its Bitcoin investment portfolio to the "BlackRock iShares Bitcoin Trust ETF." We seek capital appreciation through rebalancing strategies that leverage high volatility.
While Bitcoin prices are currently declining, we recognize this as a temporary correction phase. We view this downturn as an opportune moment for additional purchases to support long-term growth. Our policy is to increase holdings at lower prices by leveraging volatility, aiming to maximize returns during future price appreciation phases.
For details, please refer to the web media "Research on Offshore Savings" (https://kaigaihoken-kenkyu.com/blog011/).
Please note that these returns demonstrate our firm's past investment performance and do not guarantee the future results of our clients.
## DOMINION Performance Report
The performance results for each fund are as follows:
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | YTD | Since Inception |
|---|---|---|---|---|---|---|---|
| DCS MSCI World Tracker Fund | 0.23% | 8.91% | 9.04% | 17.79% | 49.90% | 8.07% | 71.39% |
| Global Bond Fund | 0.11% | -0.60% | -0.38% | 1.12% | 2.39% | -0.46% | -18.77% |
| DCS Cautious | 0.53% | 1.51% | 2.61% | 6.44% | 12.79% | 2.41% | -2.85% |
| DCS Balanced | 0.96% | 2.89% | 4.54% | 12.15% | 28.16% | 3.95% | 25.47% |
| DCS Aggressive | 1.32% | 4.08% | 6.13% | 15.80% | 36.34% | 5.38% | 39.77% |
| Emerging Markets Fund | 1.60% | 17.97% | 31.36% | 56.94% | 90.75% | 29.34% | 54.76% |
| New Technology Fund | 6.53% | 30.46% | 28.61% | 54.63% | 127.09% | 30.56% | 216.73% |
| Global Growth Fund | 2.23% | 8.15% | 8.09% | 15.59% | 47.70% | 6.69% | 71.02% |
| Cash Fund | 0.03% | 0.05% | 0.16% | 0.62% | 3.46% | 0.11% | 5.36% |
| Opportunities Plus | 0.59% | 6.81% | 4.06% | 10.70% | 32.35% | 4.38% | 3.73% |
| G10 Macro Interest Rate Fund | -0.34% | -0.36% | -2.19% | -1.66% | 1.48% | -1.83% | 1.03% |
| Multi-Asset Sustainable Balanced Fund | 1.11% | 1.32% | 1.85% | 1.19% | -6.69% | 2.52% | -6.60% |
| S&P 500 Tracker Fund | 1.18% | 10.15% | 8.04% | 22.30% | 66.76% | 7.52% | 78.28% |
| North America Opportunities Fund | 3.46% | 12.49% | 7.10% | 9.53% | - | 6.58% | 24.08% |
| Bitcoin Tracker Fund | -24.89% | -12.37% | -34.64% | - | - | -31.97% | -46.81% |
| Nasdaq Tracker Fund | 1.73% | 18.35% | 13.44% | - | - | 14.57% | 22.37% |
| Nifty Fifty Tracker Fund | -4.49% | -7.66% | -14.84% | - | - | -15.96% | -16.28% |
| Physical Gold Tracker Fund | -7.96% | -15.73% | 0.52% | - | - | -1.67% | 3.48% |
| Managed Fund | -1.72% | -4.19% | - | - | - | - | -6.08% |
## Bitcoin Investment Policy
As of June 2026, our firm has allocated nearly 100% of its Bitcoin investment portfolio to the "BlackRock iShares Bitcoin Trust ETF." We seek capital appreciation through rebalancing strategies that leverage high volatility.
While Bitcoin prices are currently declining, we recognize this as a temporary correction phase. We view this downturn as an opportune moment for additional purchases to support long-term growth. Our policy is to increase holdings at lower prices by leveraging volatility, aiming to maximize returns during future price appreciation phases.
For details, please refer to the web media "Research on Offshore Savings" (https://kaigaihoken-kenkyu.com/blog011/).
Please note that these returns demonstrate our firm's past investment performance and do not guarantee the future results of our clients.
FAQ
DOMINIONポートフォリオとは何ですか？
United BM Wealth Limitedや親会社のBill MorrisonsのIFAが提案する、DOMINION独自のポートフォリオ運用サービスです。
ビットコイン投資の現状はどうなっていますか？
2026年6月時点でほぼ100%「ブラックロックiシェアーズ・ビットコイン・トラストETF」に投資しています。現在は価格下落を一時的な調整と捉え、戦略的な買い増しを進めています。
運用実績の詳細はどこで確認できますか？
Webメディア『海外積立の比較研究』のブログ記事（https://kaigaihoken-kenkyu.com/blog011/）で確認可能です。
掲載されているリターンは確定した成果ですか？
いいえ。これらは当社の運用実績であり、契約者の将来の成果を保証するものではありません。
DOMINIONポートフォリオの運用戦略の特徴は？
ボラティリティの高さを活かしたリバランス戦略を採用し、市場の変動局面でも資本増加を目指す運用を行っています。