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% | 4.17% | 3.12% | 4.01% | 13.82% | 8.27% | 11.44% |
| BREB | BR Emerging Markets Bond | 15% | -0.60% | -4.62% | 3.40% | 11.33% | 2.95% | 6.22% |
| JHHY | JH Horizon Global High Yield | 20% | 0.22% | -2.07% | 1.24% | 8.31% | 2.14% | 4.11% |
| MSBO | MS Global Bond | 25% | -3.60% | -2.90% | -3.67% | 3.91% | -2.32% | 5.59% |
| MSGB | MS Global Brands | 15% | -8.07% | 3.23% | -11.72% | 2.40% | 0.50% | 11.78% |
| TKAS | FT K2 Alternative Strategies | 10% | 2.73% | -1.11% | 4.85% | 7.52% | 2.93% | 3.74% |
| 平均 | -1.26% | -0.99% | -0.83% | 7.52% | 1.90% | 7.01% |
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% | 13.75% | 9.51% | 35.60% | 6.39% | 5.74% | 15.92% |
| BREB | BR Emerging Markets Bond | 10% | -0.60% | -4.62% | 3.40% | 11.33% | 2.95% | 6.22% |
| JHHY | JH Horizon Global High Yield | 20% | 0.22% | -2.07% | 1.24% | 8.31% | 2.14% | 4.11% |
| MSGB | MS Global Brands | 25% | -8.07% | 3.23% | -11.72% | 2.40% | 0.50% | 11.78% |
| MSGO | MS Global Opportunity | 20% | 1.51% | -3.19% | -1.72% | 18.92% | 4.18% | 19.74% |
| SCSC | SCH Global Smaller Companies | 15% | 12.02% | -4.21% | 16.88% | 12.07% | 2.41% | 15.20% |
| 平均 | 1.45% | -0.39% | 3.41% | 9.63% | 2.62% | 12.21% |
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% | 27.27% | -0.38% | 34.21% | 24.45% | 7.10% | 18.54% |
| AHLG | Man AHL Diversified Guernsey | 15% | 13.75% | 9.51% | 35.60% | 6.39% | 5.74% | 15.92% |
| INEE | NO European Equity | 15% | 0.55% | -5.29% | 5.48% | 19.01% | 7.40% | 16.72% |
| MSEC | MS EM Corp Debt | 10% | 0.73% | -2.00% | 1.49% | 7.62% | 1.62% | 3.53% |
| MSEG | MS US Growth | 25% | -2.84% | -2.52% | -11.80% | 24.53% | -2.46% | 29.52% |
| SCSC | SCH Global Smaller Companies | 20% | 12.02% | -4.21% | 16.88% | 12.07% | 2.41% | 15.20% |
| 平均 | 8.00% | -1.10% | 11.87% | 16.79% | 3.07% | 18.45% |
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% | 3.23% | -3.76% | 7.63% | 8.72% | 3.51% | 7.72% |
| JHHYE | JH Horizon Global High Yield | 20% | -1.05% | -2.47% | -0.58% | 6.37% | 0.21% | 4.10% |
| MFPWE | MFS Prudent Wealth | 15% | 3.16% | 2.97% | 2.02% | 5.17% | 2.52% | 9.29% |
| MSGBE | MS Global Brands | 15% | -9.58% | 2.74% | -13.74% | 0.24% | -1.82% | 11.79% |
| PMGBE | PIMCO Global Bond | 25% | -4.70% | -4.02% | -4.30% | 2.00% | -2.21% | 4.35% |
| TKASE | FT K2 Alternative Strategies | 10% | 1.49% | -1.45% | 3.02% | 5.68% | 1.07% | 3.72% |
| 平均 | -1.71% | -1.35% | -1.50% | 4.46% | 0.23% | 6.60% |
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% | 12.24% | 9.49% | 31.82% | 3.34% | 3.09% | 17.39% |
| BRCEE | BR Continental European Flexible | 15% | 5.21% | -4.73% | 9.26% | 11.67% | 4.31% | 16.41% |
| BREBE | BR Emerging Markets Bond | 10% | 3.23% | -3.76% | 7.63% | 8.72% | 3.51% | 7.72% |
| MSCBE | MS Euro Corporate Bond | 20% | -1.74% | -2.77% | -1.76% | 3.88% | -0.44% | 3.08% |
| MSGBE | MS Global Brands | 25% | -9.58% | 2.74% | -13.74% | 0.24% | -1.82% | 11.79% |
| SCSCE | SCH Global Smaller Companies | 20% | 15.91% | -3.61% | 21.06% | 8.96% | 2.47% | 14.78% |
| 平均 | 2.77% | -0.73% | 5.76% | 5.58% | 1.26% | 11.49% |
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% | 32.65% | 0.83% | 40.03% | 21.59% | 7.77% | 17.56% |
| AHLGE | Man AHL Diversified Guernsey | 15% | 12.24% | 9.49% | 31.82% | 3.34% | 3.09% | 17.39% |
| BRMCE | BR EM Corporate Bond | 10% | -2.58% | -2.74% | -2.25% | 4.47% | -1.33% | 3.54% |
| INEEE | NO European Equity | 15% | 4.98% | -3.97% | 10.17% | 16.38% | 8.10% | 14.32% |
| MSEGE | MS US Growth | 25% | 0.90% | -1.65% | -8.20% | 21.62% | -1.93% | 29.53% |
| SCSCE | SCH Global Smaller Companies | 20% | 15.91% | -3.61% | 21.06% | 8.96% | 2.47% | 14.78% |
| 平均 | 10.63% | -0.46% | 14.24% | 13.84% | 2.72% | 18.08% |
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% | -6.08% | -4.33% | -7.07% | -0.64% | -5.19% | 4.54% |
| BRWBG | BR World Bond | 25% | -2.58% | -3.15% | -2.09% | 3.61% | -1.28% | 4.36% |
| IVSB2G | Invesco Sterling Bond | 15% | -1.99% | -2.27% | 0.61% | 5.03% | 0.58% | 5.59% |
| MFWG | MFS Prudent Wealth H | 10% | -0.92% | 1.76% | -2.02% | 7.82% | 1.88% | 9.73% |
| MSGBG | MS Global Brands | 20% | -7.70% | 3.38% | -11.19% | 2.84% | 0.58% | 11.78% |
| 平均 | -3.79% | -1.14% | -4.29% | 2.88% | -0.97% | 6.17% |
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% | -6.08% | -4.33% | -7.07% | -0.64% | -5.19% | 4.54% |
| AHLGG | Man AHL Trend | 10% | 17.74% | 6.65% | 34.92% | 3.77% | 4.33% | 15.38% |
| JHGEG | JH Global Select | 20% | 10.44% | 1.26% | 12.01% | 15.47% | 7.33% | 12.73% |
| MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
| MSGBG | MS Global Brands | 25% | -7.70% | 3.38% | -11.19% | 2.84% | 0.58% | 11.78% |
| MSUAG | MS US Advantage | 15% | -4.04% | -3.55% | -9.45% | 20.78% | -2.90% | 24.31% |
| 平均 | 0.19% | 1.26% | 0.79% | 7.00% | 1.02% | 12.69% |
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% | 17.74% | 6.65% | 34.92% | 3.77% | 4.33% | 15.38% |
| BRWTG | BR World Technology | 20% | 37.38% | -1.58% | 39.68% | 31.97% | 14.21% | 23.86% |
| MFEEG | MFS Emerging Markets Equity | 15% | 15.15% | 1.05% | 21.56% | 22.08% | 7.91% | 14.97% |
| MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
| MSGBG | MS Global Brands | 25% | -7.70% | 3.38% | -11.19% | 2.84% | 0.58% | 11.78% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -1.35% | -5.22% | 2.88% | 6.69% | 1.57% | 7.42% |
| 平均 | 10.06% | 1.53% | 13.61% | 12.03% | 6.05% | 15.27% |