两只泰国比特币共同基金在 6 月份推出后回报率达到 30%

只有两家资产管理公司——One Asset Management (ONEAM) 和 MFC Asset Management (MFC)——已获得美国证券交易委员会 (SEC) 批准推出投资现货比特币交易所交易基金 (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).

两家资产管理公司在获得美国证券交易委员会（SEC）批准后推出了共同基金，投资现货比特币交易所交易基金（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.

由于加密货币和数字资产相关的高风险，这些资金不适用于散户投资者，而是仅限于机构投资者和超级认可投资者（UI）。这些投资者必须拥有丰富的知识和管理重大投资风险的能力。

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.

其中一只基金是 ONE 比特币 ETF Fund of Funds Unhedged（股票代码：ONE-BTCETFOF-UI），由 ONE Asset Management (ONEAM) 于 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%).

该基金通过多个主基金进行多元化投资，包括富兰克林比特币 ETF（占投资组合的 50.6%）、iShares 比特币信托基金（38.4%）和 Fidelity Wise Origin 比特币基金（10.5%）。

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

截至11月26日，该基金总资产达3.27亿泰铢。

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首席执行官Pote Harinasuta表示，该基金已取得超过30%的回报率，反映了其主基金的表现。

"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：“随着比特币创下历史新高，我们看到投资者的兴趣激增，这主要是由特朗普支持比特币的政策推动的。”

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 先生补充说，通过受监管的共同基金投资数字资产可以带来一些好处，例如免预扣税以及由受 SEC 监管的管理公司进行可靠的资产托管，使此类基金成为比非受监管平台更安全的选择。

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

另一只基金是 MFC 比特币 ETF Tracker 基金（股票代码：MBTCETF-UI），由 MFC 资产管理公司（MFC）于 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.

该基金主要通过 iShares Bitcoin Trust 投资比特币 ETF，该信托由全球最大的 ETF 提供商贝莱德管理。

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执行副总裁兼投资策略主管Chaovakorn Chotibunt表示，该基金自成立以来已实现约30%的回报率。

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 比特币信托的回报率为 99%，而比特币本身的回报率为 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，价格飙升主要归因于市场投机，在特朗普政策的推动下，市场投机让人们对比特币在金融体系中的潜在作用产生了乐观情绪。

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

基于不断增长的需求，MFC于11月14日将该基金的注册资产规模从20亿泰铢扩大到50亿泰铢。

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

截至11月27日，该基金的资产净值为25亿泰铢。

"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，比特币和数字资产被视为另类投资，并且风险非常高，”他说。

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

“我们通常建议仅将投资组合的 1% 分配给该细分市场，或者分配与您的风险承受能力相符的金额。”

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，年轻投资者对数字资产表现出更浓厚的兴趣，而一些投资者则出于对美元稳定性的担忧而转向比特币。