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Closed-end mutual fund
Suitable and better for the customers who want to
operate long-term capital surplus (earned surplus)
over 1 year of investment |
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The investors have become the stockholders of
the fund legally because actually the fund is a
stock company of commercial law though the fund
is the indirect commodity according to the Securities
Investment Trust Business law. |
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Open-end mutual funds to invest below
60% of the portfolio in stocks
Suitable for 3 months' investment |
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Investment to the booming stock with high potential
growth and the comparatively low-evaluated stock
comparing its growth |
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Not only enforcement of company inquiry and the
traditional fundamental analysis but also use of
measuring model when to select the stock |
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Investment of assets according to the comparative
evaluation between the bonds of different characteristics
(such as corporate bond, government and public bond,
extra bond and municipal bond etc.) and the bonds
of different maturity |
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Basis to buy the bond over the credit grade A-
of the domestic credit rating Agency and ABS and
MBS |
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The investment strategy of derivatives : Hedge
to prevent the risk of cost down of the possessed
securities and investment for acquiring capital
gain |
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Pursue the fixed interest gain by
investing mainly to corporate bond (over the credit
A-), government and public bond, extra bond and
municipal bond etc. and cash & liquid asset |
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Get the additional gain by investing the fixed
quantity to public offered equity securities at
the rate of below 5% |
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Growth fund to operate by investing
over 60% of the portfolio in bonds and below 40
% of liquid assets |
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Pursue the long-term increase of capital by investing
low-evaluated stock comparing intrinsic value |
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The investors have become the stockholders of
the fund legally because actually the fund is a
stock company of commercial law though the fund
is the indirect commodity according to the Securities
Investment Trust Business law. |
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Fund to pursue the capital gain and the fixed
interest gain mainly |
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Investment to the corporate bill over A3+ and
the bond over A- of the credit grade |
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Realization of the active risk control by the
Risk Control System and the Compliance System |
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