Investment

"What you can do now" taught by life plan professionals Read the 63rd Financial Services Agency's "Products subject to Tsumita NISA" 3


Tsumitate NISA is a tax-exempt investment system that started in 2018. The target product, "a certain investment trust suitable for long-term, funded, and diversified investment," was decided with reference to the discussion * 1 of the Financial Services Agency Working Group (WG). In this WG, (1) investment methods (index investment trusts, active investment trusts), (2) the degree of diversification of asset classes / regions, and (3) fees were examined. In two columns, ① and ③, we confirmed that low-cost index investment trusts are the main focus. This time, let's explore the hints for choosing an investment trust while reading the discussion in (2).


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