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 check the investment performance of investment trusts on the AnswerNet?

You can see it on the AnswerNet. ＜How to find Performance Sheet＞ Log in to the AnswerNet ＞ Click on the "Product Lineup" tab You will find images of four documents in the "Product and ... Show Detail

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 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

What type of investment is a diversified investment?

Diversified investment refers to investing in multiple assets with different price fluctuation characteristics. When diversifying investments, fully understand the characteristics of each pr... 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 cancel my switching order?

Switching order can be cancelled up to 11:59 p.m. on the day you complete the switching procedure (the following business day if the date of receipt is a bank holiday). ＜How to cancel a switchin... 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