What kinds of methods are available for reviewing investment products?

There are two methods: changing allocation ratios and switching. (1) Changing allocation ratios This refers to the procedure of changing investment products and the ratios to be purchased with ... Show Detail

What is risk tolerance level?

The level of your tolerance toward risk (the range in the price fluctuations) is called risk tolerance. Risk tolerance level will vary depending on the investment period (age), assets other than p... Show Detail

Are there any fees for switching investment products?

There is no fee for the switching procedure. Depending on the investment product, fees such as partial redemption charge or redemption charge may be deducted at the time of sale or purchase. ... Show Detail

Can I specify some of the products to be sold when conducting switching?

Switching refers to the procedure of changing the investment product(s) currently held (or uninstructed individual assets) to another product. As for the selling amount, you can specify the enti... Show Detail

Would it be possible to invest in an investment product that is not available in my current plan?

You are not allowed to invest in an investment product that is not available in your plan. Show Detail

What happens if I do not provide investment instructions for contributions?

＜Corporate-type DC＞ If investment instructions are not provided when contributions are made, contributions will be managed in cash as uninstructed individual assets. An investment product(s) can b... Show Detail

Can you recommend investment products?

By using Tsumitate Navi+ on the AnswerNet, a robo-advisor will make suggestions on investment types and investment products suitable for you based on the assessment results of your risk tolerance l... Show Detail

What are the costs and fees associated with investment in investment trusts?

＜Costs and fees＞ (1) Asset management fee This is a fee for investment and management. It applies to all investment trusts. A certain percentage of the asset balance is deducted daily during ... Show Detail

What is dollar cost averaging?

The method by which a specific amount of money is invested in the same investment product on a regular basis in specific diversified timings is called "dollar cost averaging". As the dollar cost a... Show Detail

What is the investment rate of return? Is it different from P/L ratio?

The "investment rate of return" refers to the ratio of profit or loss to the principal, generally expressed as an annual percentage (%). The investment rate of return on the AnswerNet is the... Show Detail