What is a balanced investment trust?

A balanced investment trust incorporates multiple asset classes (e.g., domestic and foreign stocks and bonds) in a single product. (1) Fixed asset allocation Multiple products with differ... Show Detail

What is the method of long-term investment?

The purpose of a defined contribution pension plan is to build assets for post-work life. Therefore, the investment period in a defined contribution pension plan is long. The key to the investmen... Show Detail

How many days does it take to complete a transaction for switching investment products?

Switching refers to the procedure of selling the investment products currently held and purchasing other investment products with the sales proceeds. It takes approximately 1 week to 10 days to com... 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

What is the difference between changing allocation ratios for contributions and switching?

Both changing allocation ratios for contributions and switching are the procedures for changing investment products. However, the two procedures are separate procedures with different targets, and ... Show Detail

If the contribution amount changes, do I need to designate allocation ratios again?

The allocation ratios are designated as a percentage (%). The percentage (%) is applied according to the contribution amount. You don’t need to designate the allocation ratio if you purchase at the... 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

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

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

Contributions have been credited to my defined contribution pension account, but the asset balance on the AnswerNet is still zero. Why is this?

Contributions credited to your defined contribution pension account will be reflected on the AnswerNet after your specified investment products are purchased and a transaction is settled. Therefore... Show Detail