推奨戦略
安定運用型
| ファンド コード | ファンド名 | 配分 | 年初来 | 3ヶ月 | 1年 | 3 年年率 | 5 年年率 | 3年変動率 |
|---|---|---|---|---|---|---|---|---|
| ABLV | AB Low Vol Equity Portfolio | 15% | 6.25% | 6.70% | 12.02% | 14.93% | 12.02% | 13.62% |
| BREB | BR Emerging Markets Bond | 15% | 4.13% | 1.39% | 8.67% | 8.77% | 3.16% | 9.67% |
| JHHY | JH Horizon Global High Yield | 20% | 2.36% | 1.77% | 8.08% | 6.78% | 3.68% | 6.07% |
| MSBO | MS Global Bond | 25% | 6.33% | 3.35% | 7.27% | 2.64% | -1.38% | 7.45% |
| MSGB | MS Global Brands | 15% | 5.95% | 5.13% | 11.03% | 10.34% | 8.43% | 13.93% |
| TKAS | FT K2 Alternative Strategies | 10% | 1.71% | 1.79% | 6.16% | 4.62% | 3.20% | 4.05% |
| 平均 | 4.68% | 3.35% | 8.81% | 7.58% | 4.25% | 9.06% |
バランス運用型
| ファンド コード | ファンド名 | 配分 | 年初来 | 3ヶ月 | 1年 | 3 年年率 | 5 年年率 | 3年変動率 |
|---|---|---|---|---|---|---|---|---|
| AHLG | Man AHL Diversified Guernsey | 10% | -15.53% | -9.39% | -25.45% | -9.66% | 1.28% | 17.42% |
| BREB | BR Emerging Markets Bond | 10% | 4.13% | 1.39% | 8.67% | 8.77% | 3.16% | 9.67% |
| JHHY | JH Horizon Global High Yield | 20% | 2.36% | 1.77% | 8.08% | 6.78% | 3.68% | 6.07% |
| MSGB | MS Global Brands | 25% | 5.95% | 5.13% | 11.03% | 10.34% | 8.43% | 13.93% |
| MSGO | MS Global Opportunity | 20% | 12.02% | 13.62% | 28.84% | 28.93% | 11.08% | 23.78% |
| SCSC | SCH Global Smaller Companies | 15% | -1.12% | 4.24% | 3.51% | 5.18% | 6.80% | 17.68% |
| 平均 | 3.06% | 4.20% | 8.99% | 10.42% | 6.52% | 14.81% |
積極運用型
| ファンド コード | ファンド名 | 配分 | 年初来 | 3ヶ月 | 1年 | 3 年年率 | 5 年年率 | 3年変動率 |
|---|---|---|---|---|---|---|---|---|
| ACEM | AB Emerging Markets Growth | 15% | 12.52% | 12.38% | 13.07% | 6.48% | 4.37% | 17.79% |
| AHLG | Man AHL Diversified Guernsey | 15% | -15.53% | -9.39% | -25.45% | -9.66% | 1.28% | 17.42% |
| INEE | NO European Equity | 15% | 26.10% | 12.04% | 19.10% | 18.15% | 11.39% | 17.88% |
| MSEC | MS EM Corp Debt | 10% | 2.53% | 0.17% | 6.96% | 6.37% | 2.46% | 5.28% |
| MSEG | MS US Growth | 25% | 10.97% | 25.40% | 59.58% | 30.22% | 7.09% | 36.82% |
| SCSC | SCH Global Smaller Companies | 20% | -1.12% | 4.24% | 3.51% | 5.18% | 6.80% | 17.68% |
| 平均 | 6.24% | 9.47% | 17.30% | 11.47% | 5.93% | 21.23% |
安定運用型
| ファンド コード | ファンド名 | 配分 | 年初来 | 3ヶ月 | 1年 | 3 年年率 | 5 年年率 | 3年変動率 |
|---|---|---|---|---|---|---|---|---|
| BREBE | BR Emerging Markets Bond | 15% | -7.40% | -4.54% | 1.61% | 5.05% | 2.65% | 9.66% |
| JHHYE | JH Horizon Global High Yield | 20% | 1.50% | 1.23% | 6.22% | 4.64% | 2.00% | 6.07% |
| MFPWE | MFS Prudent Wealth | 15% | 1.49% | 2.75% | 7.79% | 4.70% | 3.80% | 7.82% |
| MSGBE | MS Global Brands | 15% | 4.86% | 4.43% | 8.71% | 7.62% | 6.22% | 13.91% |
| PMGBE | PIMCO Global Bond | 25% | 1.48% | 1.08% | 3.22% | 1.44% | -1.45% | 4.98% |
| TKASE | FT K2 Alternative Strategies | 10% | 0.83% | 1.21% | 4.51% | 2.64% | 1.60% | 4.05% |
| 平均 | 0.60% | 1.03% | 5.22% | 4.16% | 2.10% | 7.57% |
バランス運用型
| ファンド コード | ファンド名 | 配分 | 年初来 | 3ヶ月 | 1年 | 3 年年率 | 5 年年率 | 3年変動率 |
|---|---|---|---|---|---|---|---|---|
| AHLGE | Man AHL Diversified Guernsey | 10% | -16.71% | -10.33% | -28.25% | -11.86% | -0.46% | 17.39% |
| BRCEE | BR Continental European Flexible | 15% | 8.24% | 5.45% | 0.76% | 13.33% | 11.56% | 17.01% |
| BREBE | BR Emerging Markets Bond | 10% | -7.40% | -4.54% | 1.61% | 5.05% | 2.65% | 9.66% |
| MSCBE | MS Euro Corporate Bond | 20% | 1.71% | 2.21% | 5.98% | 4.33% | 0.68% | 4.86% |
| MSGBE | MS Global Brands | 25% | 4.86% | 4.43% | 8.71% | 7.62% | 6.22% | 13.91% |
| SCSCE | SCH Global Smaller Companies | 20% | -12.37% | -2.42% | -3.99% | 1.09% | 5.70% | 16.41% |
| 平均 | -2.09% | 0.40% | 0.03% | 4.31% | 4.78% | 12.99% |
積極運用型
| ファンド コード | ファンド名 | 配分 | 年初来 | 3ヶ月 | 1年 | 3 年年率 | 5 年年率 | 3年変動率 |
|---|---|---|---|---|---|---|---|---|
| ACEME | AB Emerging Markets Growth | 15% | -0.25% | 5.71% | 5.53% | 2.78% | 3.77% | 16.75% |
| AHLGE | Man AHL Diversified Guernsey | 15% | -16.71% | -10.33% | -28.25% | -11.86% | -0.46% | 17.39% |
| BRMCE | BR EM Corporate Bond | 10% | 1.67% | 0.17% | 4.50% | 2.79% | -0.10% | 5.51% |
| INEEE | NO European Equity | 15% | 11.72% | 5.58% | 11.42% | 14.19% | 10.71% | 14.86% |
| MSEGE | MS US Growth | 25% | -1.28% | 18.15% | 49.26% | 25.79% | 6.56% | 34.61% |
| SCSCE | SCH Global Smaller Companies | 20% | -12.37% | -2.42% | -3.99% | 1.09% | 5.70% | 16.41% |
| 平均 | -3.41% | 4.21% | 10.27% | 7.71% | 4.87% | 19.84% |
安定運用型
| ファンド コード | ファンド名 | 配分 | 年初来 | 3ヶ月 | 1年 | 3 年年率 | 5 年年率 | 3年変動率 |
|---|---|---|---|---|---|---|---|---|
| ABHYG | AB Global High Yield | 20% | -0.58% | -0.29% | -0.38% | -0.29% | -3.15% | 7.09% |
| BRWBG | BR World Bond | 25% | 1.56% | 1.47% | 4.65% | 1.86% | -0.87% | 5.34% |
| IVSB2G | Invesco Sterling Bond | 15% | 2.53% | 2.25% | 4.80% | 4.16% | 1.14% | 7.79% |
| MFWG | MFS Prudent Wealth H | 10% | 14.31% | 9.05% | 15.52% | 8.38% | 4.34% | 9.30% |
| MSGBG | MS Global Brands | 20% | 5.91% | 5.09% | 11.25% | 10.20% | 8.36% | 13.93% |
| 平均 | 3.27% | 2.57% | 5.61% | 3.91% | 1.43% | 7.64% |
バランス運用型
| ファンド コード | ファンド名 | 配分 | 年初来 | 3ヶ月 | 1年 | 3 年年率 | 5 年年率 | 3年変動率 |
|---|---|---|---|---|---|---|---|---|
| ABHYG | AB Global High Yield | 15% | -0.58% | -0.29% | -0.38% | -0.29% | -3.15% | 7.09% |
| AHLGG | Man AHL Trend | 10% | -16.35% | -9.50% | -25.24% | -9.82% | -2.53% | 14.78% |
| JHGEG | JH Global Select | 20% | -1.16% | 5.12% | 2.04% | 10.53% | 8.56% | 14.84% |
| MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
| MSGBG | MS Global Brands | 25% | 5.91% | 5.09% | 11.25% | 10.20% | 8.36% | 13.93% |
| MSUAG | MS US Advantage | 15% | 13.55% | 21.07% | 50.87% | 28.58% | 5.02% | 33.08% |
| 平均 | 1.32% | 5.14% | 8.44% | 7.72% | 4.02% | 15.29% |
積極運用型
| ファンド コード | ファンド名 | 配分 | 年初来 | 3ヶ月 | 1年 | 3 年年率 | 5 年年率 | 3年変動率 |
|---|---|---|---|---|---|---|---|---|
| AHLGG | Man AHL Trend | 15% | -16.35% | -9.50% | -25.24% | -9.82% | -2.53% | 14.78% |
| BRWTG | BR World Technology | 20% | -6.77% | 9.96% | 4.37% | 18.33% | 11.73% | 22.75% |
| MFEEG | MFS Emerging Markets Equity | 15% | 14.58% | 9.05% | 19.79% | 10.96% | 5.69% | 15.76% |
| MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
| MSGBG | MS Global Brands | 25% | 5.91% | 5.09% | 11.25% | 10.20% | 8.36% | 13.93% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -5.39% | -3.35% | 3.26% | 4.34% | -0.22% | 8.41% |
| 平均 | -0.97% | 3.23% | 2.91% | 7.20% | 5.96% | 15.72% |