Notice.
- There are numerous types of fund, and confirm a fund that you want before investing in it.
Securities funds
Funds by which over 50% of the fund is invested in stocks, bonds, and derivatives with various securities as basic assets.
Stock-type Fund
Stock-type funds by which over 60% of the fund is invested in stocks, while the remainder is invested in other assets.
- Classification by management strategy
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- Growth type :
- Funds by which the fund is invested in stocks that are expected to rapidly grow
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- Value type :
- Funds by which the fund is invested in undervalued stocks
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- Dividend type :
- Funds by which the fund is invested mainly in stocks which pay out more dividends
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- Classification by the investment company size
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- Large stocks :
- Funds by which the fund is invested mainly in large companies’ stocks
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- Small- and medium-sized stocks :
- Funds by which the fund is invested mainly in small- and medium-sized enterprises’ stocks
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Mixed-type fund (Stock-mixed type, bond-mixed type)
Funds by which under 60% of the fund is invested in stocks, and by which under 60% of the fund is invested in bonds.
Bond-type Fund
Funds by which over 60% of the fund is invested in bonds, while the remainder is invested in other assets.
Derivative type
Funds by which the fund is invested in derivatives whose value is set to change according to the price fluctuation of various stocks.
Property funds
Funds by which money is gathered from investors who want to invest in properties and is invested in properties, and by which the generated earnings are distributed to the investors.
Special asset funds
Funds by which the fund is invested in films, musicals, rights of lease, mining rights, gold, raw materials, artistic works, etc.
MMF (Money Market Fund)
Funds by which the fund is invested in government bonds or blue-chip corporate bonds with the maturity nearing its end.
Mixed-asset funds
Funds by which the fund can be freely invested without limiting where and how much the fund should be invested.
- Active funds and passive funds
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- Active Funds
- funds that implement strategies to positively search for items that can gain outstanding market earnings, as well as for the best point of trading.
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- Passive funds
- funds that implement passive strategies to make investments by copying ordinary market items. Typical passive funds are index fund and ETF.