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 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 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 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

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

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

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

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 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