兩隻泰國比特幣共同基金在 6 月推出後回報率達 30%

只有兩家資產管理公司——One Asset Management (ONEAM) 和 MFC Asset Management (MFC)——已獲得美國證券交易委員會 (SEC) 批准推出投資現貨比特幣交易所交易基金 (ETF) 的共同基金。

Two asset management companies have launched mutual funds to invest in spot Bitcoin exchange-traded funds (ETFs) after receiving approval from the Securities and Exchange Commission (SEC).

兩家資產管理公司在獲得美國證券交易委員會（SEC）批准後推出了共同基金，投資現貨比特幣交易所交易基金（ETF）。

The funds are not available to retail investors and are instead limited to institutional investors and ultra-accredited investors (UI) due to the high risks associated with cryptocurrencies and digital assets. These investors must have extensive knowledge and the capacity to manage significant investment risks.

由於加密貨幣和數位資產相關的高風險，這些資金不適用於散戶投資者，而是僅限於機構投資者和超級認可投資者（UI）。這些投資者必須擁有豐富的知識和管理重大投資風險的能力。

One of the funds is the ONE Bitcoin ETF Fund of Funds Unhedged (ticker: ONE-BTCETFOF-UI), launched by ONE Asset Management (ONEAM) on June 6.

其中一檔基金是 ONE 比特幣 ETF Fund of Funds Unhedged（股票代號：ONE-BTCETFOF-UI），由 ONE Asset Management (ONEAM) 於 6 月 6 日推出。

The fund diversifies its investments across several master funds, including the Franklin Bitcoin ETF (50.6% of the portfolio), iShares Bitcoin Trust Fund (38.4%) and Fidelity Wise Origin Bitcoin Fund (10.5%).

該基金透過多個主要基金進行多元化投資，包括富蘭克林比特幣 ETF（佔投資組合的 50.6%）、iShares 比特幣信託基金（38.4%）和 Fidelity Wise Origin 比特幣基金（10.5%）。

As of Nov 26, the fund's total assets amounted to 327 million baht.

截至11月26日，該基金總資產達3.27億泰銖。

According to Pote Harinasuta, chief executive of ONEAM, the fund has achieved returns of more than 30%, reflecting the performance of its master funds.

ONEAM執行長Pote Harinasuta表示，該基金已取得超過30%的回報率，反映了其主基金的表現。

"We've seen a surge in interest from investors as Bitcoin scales new all-time highs, largely driven by Trump's pro-Bitcoin policies," he said.

他表示：“隨著比特幣創下歷史新高，我們看到投資者的興趣激增，這主要是由川普支持比特幣的政策推動的。”

Investing in digital assets through regulated mutual funds offers benefits such as exemption from withholding tax and reliable asset custody by SEC-regulated management companies, making such funds a safer and more secure option than non-regulated platforms, Mr Pote added.

Pote 先生補充說，透過受監管的共同基金投資數位資產可以帶來一些好處，例如免預扣稅以及由受SEC 監管的管理公司進行可靠的資產託管，使此類基金成為比非受監管平台更安全的選擇。

The other fund is the MFC Bitcoin ETF Tracker Fund (ticker: MBTCETF-UI), launched by MFC Asset Management (MFC) on June 7.

另一支基金是 MFC 比特幣 ETF Tracker 基金（股票代號：MBTCETF-UI），由 MFC 資產管理公司（MFC）於 6 月 7 日推出。

The fund invests in Bitcoin ETFs, primarily through iShares Bitcoin Trust, which is managed by BlackRock, the world's largest ETF provider.

該基金主要透過 iShares Bitcoin Trust 投資比特幣 ETF，該信託由全球最大的 ETF 提供商貝萊德管理。

Chaovakorn Chotibunt, executive vice-president and head of investment strategy at MFC, said the fund has delivered a return of roughly 30% since its inception.

MFC執行副總裁兼投資策略主管Chaovakorn Chotibunt表示，該基金自成立以來已實現約30%的報酬率。

As of Nov 23, iShares Bitcoin Trust yielded a return of 99%, while Bitcoin itself delivered a 134% return.

截至 11 月 23 日，iShares 比特幣信託的回報率為 99%，而比特幣本身的回報率為 134%。

The price surge is largely attributed to market speculation, which has created optimism about Bitcoin's potential roles in the financial system, driven by Trump's policies, according to Mr Chaovakorn.

Chaovakorn 表示，價格飆升主要歸因於市場投機，在川普政策的推動下，市場投機讓人們對比特幣在金融體系中的潛在作用產生了樂觀情緒。

Based on rising demand, MFC expanded the fund's registered asset size from 2 billion baht to 5 billion on Nov 14.

基於不斷增長的需求，MFC於11月14日將該基金的註冊資產規模從20億泰銖擴大到50億泰銖。

As of Nov 27, the fund's net asset value stood at 2.5 billion baht.

截至11月27日，該基金的資產淨值為25億泰銖。

"It's important to note that Bitcoin and digital assets are considered alternative investments and come with very high risks," he said.

「值得注意的是，比特幣和數位資產被視為另類投資，並且風險非常高，」他說。

"We generally recommend allocating only 1% of your portfolio to this segment, or an amount that aligns with your risk tolerance."

“我們通常建議僅將投資組合的 1% 分配給該細分市場，或分配與您的風險承受能力相符的金額。”

According to Mr Chaovakorn, younger investors have shown a stronger interest in digital assets, while some investors are turning to Bitcoin due to concerns about the stability of the US dollar.

Chaovakorn 表示，年輕投資者對數位資產表現出更濃厚的興趣，而一些投資者則出於對美元穩定性的擔憂而轉向比特幣。