2020幎ãç§ãã¡ã¯ããªã«ã«ã³ãã®èšèãããèãããã«ãªããŸããã
ããã¯ãFund of the Year 2019ã§èŒãããçµæãåããããšããã2020幎ã«ã¯æ³šç®ã济ã³ãããã§ãããã®ååã¯ãæè³ã«é¢ããç¥èãšã¯ããŸãé¢ä¿ã®ãªããã®ãããããŸãããããã®ååã®ç±æ¥ã«ã€ããŠãã£ãšè©³ããæ¢ã£ãŠã¿ãŸãããã
moomoo蚌åžã¯ç±³åœæ ªã«é¢ããæ å ±ãè¿ éãã€å¹ççã«æäŸããé«æ§èœã¢ããªã§ããããæè³å®¶ãå©çšãããããªããŒã«ãè©ŠããŠã¿ããæ¹ã¯ãmoomoo蚌åžã®iOSã¢ããªãŸãã¯Androidã¢ããªããã²è©ŠããŠã¿ãŠãã ããã
- ãªã¢ã«ã¿ã€ã ããŒã±ããæ å ±
- éèãã¥ãŒã¹ïŒçµæžææšã決ç®éå ±å«ãïŒ
- æ¿æ å ±ïŒç±³åœæ ªã®ã¿ïŒ
- éæã©ã³ãã³ã°ïŒé«é åœå©åãã»äžæãããã»ç©ºå£²ãå¢æžãªã©ïŒ
- éææ€çŽ¢ã»ã¹ã¯ãªãŒãã³ã°
- ããŒãããã
- æ©é¢æè³å®¶å£²è²·åå
- æè³å®¶å士ã®ã³ãã¥ããã£ãŒãmooã
 æ©é¢æè³å®¶ãèåãªæè³å®¶ã®ååŒæ å ±ããããïŒ ïŒ
ãªã«ã«ã³ãšã¯
æè¿ãæè³ä¿¡èšã®äžçã§æ³šç®ãããŠããeMAXIS Slimã·ãªãŒãºã®äžéšã§ãæ£åŒã«ã¯eMAXIS Slim å šäžçæ ªåŒïŒãªãŒã«ã»ã«ã³ããªãŒïŒãšåŒã°ããŠããŸãããã®ååããªã«ã«ã³ãã¯ããã®ç瞮圢ã§ãã
ãã®æè³ä¿¡èšã¯2018幎10æ31æ¥ã«èšå®ãããŸããããå®ã¯ã2018幎ã®ãæä¿¡ããã¬ãŒãéžã¶ïŒ Fund of the Yearãã§ã¯æ¢ã«ç¬¬3äœã«ã©ã³ã¯ã€ã³ãããªã©ãèšç«åœåããæè³ããã¬ãŒãã¡ã®æ³šç®ã济ã³ãŠãããã¡ã³ãã§ãã
泚ç®åºŠã®é«ãããããã®ãã¡ã³ãã¯é 調ã«è³ç£ãå¢ããã2020幎10æã«ã¯500ååãçªç ŽããŸããã
ãã®æè³ååã¯ã äžçã®æ ªåŒåžå Žã«ãããã圢ããè³Œå ¥ããã®ã§ã¯ãªãã æ ªåŒåžå Žã®ãå€åãã®ãã®ããè³Œå ¥ããŠããŸãã
ã¡ãªã¿ã«ããã®ãå šäžçæ ªåŒåãã®ææ°ååã¯ã æåã«ETFïŒäžå Žæè³ä¿¡èšïŒãšããŠçµæãããŸããã
2008幎3æã«ã¯ããiã·ã§ã¢ãŒãº MSCI ACWI ETFããšããååãã¢ã¡ãªã«ã§ç»å ŽããŸããã ïŒåœåããã®ETFã¯ãiã·ã§ã¢ãŒãº MSCI ãªãŒã«ã»ã«ã³ããªãŒã»ã¯ãŒã«ãã»ã€ã³ããã¯ã¹ã»ãã¡ã³ãããšããååã§ããïŒ
ãã®ETFã¯ãMSCI ACWIææ°ïŒå šäžçæ ªåŒææ°ïŒãšã®äŸ¡æ Œååã«ãªã³ã¯ããããšãç®æããŠããŸãã ãããŠãå®ã¯ããªã«ã«ã³ããã®ææ°ã«ãªã³ã¯ããŠããŸãã
MSCI ACWIãšã¯ãããªãŒã«ã»ã«ã³ããªãŒã»ã¯ãŒã«ãã»ã€ã³ããã¯ã¹ãã®ç¥ã§ããã ãå šäžçæ ªåŒããšèšã£ãŠãããªã«ã«ã³ã®å Žåã ãåœå æ ªåŒãããå é²åœïŒå€åœïŒæ ªåŒãããæ°èåœæ ªåŒãã®çµã¿åããããæãç«ã£ãŠããŸãã
次ã«ããªã«ã«ã³ã®ãæå ±ããèŠãŠã¿ããšã ãè³ç£æ§æããšããã»ã¯ã·ã§ã³ããããŸãã ãã®ã»ã¯ã·ã§ã³ã§ã¯ãåœå æ ªåŒãå é²åœæ ªåŒãæ°èåœæ ªåŒã®å²åã瀺ãããŠããŸãã
é·ãããåœå æ ªåŒãããå é²åœæ ªåŒãããæ°èåœæ ªåŒãã®å²åãããã£ããåºå®ããŠãã å²åãããã床ã«ããªãã©ã³ã¹ããè¡ãã¹ããšããèãæ¹ã¯ããèšãããŠãããŸãã
ãããããæ°ã¥ãã®éãã ãeMAXIS Slimå šäžçæ ªåŒïŒãªãŒã«ã»ã«ã³ããªãŒïŒãã¯ã å šãç°ãªãã³ã³ã»ãããæã£ãŠããã®ã§ãã
æ ªåŒåžå Žã®ãå€åããæã¡ç¶ãã
ãªã«ã«ã³ã«ãããŠã ãåœå æ ªåŒãããå é²åœæ ªåŒãããããŠãæ°èåœæ ªåŒãã®æ§ææ¯çã¯ã
ã§å€åããŸãã
ããã¯éåžžã«éèŠãªãã€ã³ããªã®ã§ãç¹°ãè¿ã説æããŸãã
å€åããŸããïŒæ£ç¢ºã«èšããšãæ¯é±ãå®éã¯æ¯æ¥å€åããŠããŸãïŒ
ãªã«ã«ã³ãææããããšã¯ã äžçã®æ ªåŒåžå Žã®ã圢ããåºå®ããã®ã§ã¯ãªãã æ ªåŒåžå Žã®ãå€åããæã¡ç¶ããããšãæå³ããŸãã
2009幎6ææç¹ã®ãiã·ã§ã¢ãŒãº MSCI ãªãŒã«ã»ã«ã³ããªãŒã»ã¯ãŒã«ãã»ã€ã³ããã¯ã¹ã»ãã¡ã³ãïŒACWIïŒãã®åœå¥æ§ææ¯çã®ããŒã¿ããã¡ãã§ãã
ãããŠã2023幎6ææ«æç¹ã®ããiã·ã§ã¢ãŒãº MSCI ACWI ETFãã®åœå¥æ§ææ¯çïŒäžäœïŒããã¡ãã§ãã
ããªãå€åããŠãŸãããïŒç¹ã«ã¢ã¡ãªã«ã®å€åãå§åçã§ãã
ãŸããæ¥æ¬ãã€ã®ãªã¹ãäžåœããã®ãæ¯çãã倧ããéã£ãŠããŸãã
ãããã 2009幎ãã2023幎ãŸã§ã®éã MSCI ACWIææ°ãšã®é£åãç®æãæè³ååãç¶ç¶çã«ææããŠãããšä»®å®ããŸãããã
ããªãã®ãªã¹ã¯è³ç£ã®æ§æãã å ã»ã©èª¬æããããã«å€åããŠããããšã§ãããã
ãããã å šäžçæ ªåŒåžå Žã®æŠå¿µã§ãã
ãããŠãããªã«ã«ã³ããšããååã®ç¹åŸŽã®äžã€ã¯ãããªããç¬èªã«åœå æ ªåŒã å é²åœæ ªåŒã ãŸãã¯æ°èåœæ ªåŒã®ã€ã³ããã¯ã¹ãã¡ã³ããçµã¿åããã代ããã«ãããªã«ã«ã³ãã ããææããå Žåã幎éã®ç¶ç¶ã³ã¹ããäœãæãããããšããç¹ã§ãã
äŸãã°ããå šäžçæ ªåŒãã®äžã§ã®ã€ã³ãæ ªåŒã«çŠç¹ãåœãŠãŠã¿ãŸãããã
2009幎æç¹ã§ã¯ã ã€ã³ãæ ªåŒã¯å šäœã®ããã0.89ïŒ çšåºŠãå ããŠããŸããã
2023幎ã«å ¥ããšã ãã®æ¯çã¯1.5ïŒ çšåºŠã«å¢å ããŸãããå°æ¥çã«ã¯ã 2033幎ã«ã¯ã€ã³ãæ ªåŒã®æ¯çã2.5ïŒ ã3ïŒ ã«éãããããããŸãããããã¡ãããããªããªãå¯èœæ§ããããŸããã©ã¡ãã«ããã ããªãã¯ïŒå šäžçæ ªåŒã€ã³ããã¯ã¹ãã¡ã³ããžã®æè³ãéããŠïŒã€ã³ãæ ªåŒãç¶ç¶çã«ä¿æã§ããŸãã
æè¿ã ã€ã³ãæ ªåŒã奜調ã ãããšãã£ãŠã ãã€ã³ãæ ªåŒã€ã³ããã¯ã¹ãã¡ã³ãããè³Œå ¥ããå¿ èŠã¯ãããŸããã
ãªããªãã ä¿ææ¯çãå šäœã®ããªã¹ã¯è³ç£ãã®äžã§ã©ããããã«èšå®ããããèªåã§æ±ºãã å²åãå€ãã£ãå Žåã«ã¯èªå·±èª¿æŽããããªãã©ã³ã¹ããå¿ èŠã ããã§ãã
ã€ã³ãæ ªåŒã«èå³ããã£ãŠãã å šäžçæ ªåŒã€ã³ããã¯ã¹ãã¡ã³ããéããŠã€ã³ãæ ªåŒãä¿æããããšãã§ããã®ã§ãã
moomoo蚌åžã¯ç±³åœæ ªã«é¢ããæ å ±ãè¿ éãã€å¹ççã«æäŸããé«æ§èœã¢ããªã§ããããæè³å®¶ãå©çšãããããªããŒã«ãè©ŠããŠã¿ããæ¹ã¯ãmoomoo蚌åžã®iOSã¢ããªãŸãã¯Androidã¢ããªããã²è©ŠããŠã¿ãŠãã ããã
- ãªã¢ã«ã¿ã€ã ããŒã±ããæ å ±
- éèãã¥ãŒã¹ïŒçµæžææšã決ç®éå ±å«ãïŒ
- æ¿æ å ±ïŒç±³åœæ ªã®ã¿ïŒ
- éæã©ã³ãã³ã°ïŒé«é åœå©åãã»äžæãããã»ç©ºå£²ãå¢æžãªã©ïŒ
- éææ€çŽ¢ã»ã¹ã¯ãªãŒãã³ã°
- ããŒãããã
- æ©é¢æè³å®¶å£²è²·åå
- æè³å®¶å士ã®ã³ãã¥ããã£ãŒãmooã
 æ©é¢æè³å®¶ãèåãªæè³å®¶ã®ååŒæ å ±ããããïŒ ïŒ
ãŸãšã ãªã«ã«ã³ã«é¢ããããæ·±ã解説
ãå šäžçæ ªåŒãã«ãããç¹å®åœã®æ ªåŒã«çŠç¹ãåœãŠãŠèããŠã¿ãŸããã
ããšãã°ãã€ã³ãæ ªåŒã¯2009幎ã«ã¯å šäœã®ããã0.89ïŒ çšåºŠã§ãããã2023幎ã«ã¯1.5ïŒ çšåºŠã«äžæããŸãããå°æ¥çã«ã¯ã2033幎ã«ã¯ã€ã³ãæ ªåŒã®æ¯çã2.5ïŒ ã3ïŒ ã«éãããããããŸãããããã¡ãããããªããªãå¯èœæ§ããããŸãã
ãã®ãããªå€åã«å¯ŸåŠããæ¹æ³ã¯ãã€ã³ãæ ªåŒã«çŠç¹ãåœãŠãå°éã®ãã¡ã³ããè³Œå ¥ããããšã§ã¯ãªããå šäžçæ ªåŒã€ã³ããã¯ã¹ãã¡ã³ããéããŠå€ãã®åœã®æ ªåŒãä¿æããèªåã§ããŒããã©ãªãªã調æŽããããšã§ãããªããªããç¹å®ã®åœã®æ ªåŒã«æè³ããå¿ èŠããªããèªåã®ãªã¹ã¯èš±å®¹åºŠã«åãããŠæè³æ¯çã調æŽããå¿ èŠã«å¿ããŠãªãã©ã³ã¹ã§ããããã§ããã€ã³ãæ ªåŒã«èå³ãããæ¹ãããã®æ¹æ³ã§æ軜ã«å¹ åºãåœã®æ ªåŒã«æè³ã§ããŸãã
-
ãªãŒã«ã«ã³ããªãŒãšS&P500ãã©ã¡ããæè³ã«é©ããŠããïŒ
-
ãªã«ã«ã³ã¯ãäžçã®æ ªåŒåžå Žããåºå®ããããããããã®ãå€åãã掻çšããããŒã«
-
ç©ç«æè³ã¯ãªãŒã«ã«ã³ããªãŒã ãã§ããã®ïŒå šäžçæ ªåŒãæ匷ïŒ
-
ãªãŒã«ã«ã³ããªãŒã®ç©ã¿ç«ãŠã¿ã€ãã³ã°ã¯ïŒãã¹ããªææã¯ãã€ïŒ
-
å šäžçæ ªåŒïŒãªãŒã«ã«ã³ããªãŒïŒã®æè³ããå§ãã§ããªã6ã€çç±ãšã¯ïŒ
-
å šäžçæ ªåŒæè³ãªãŒã«ã«ã³ããªãŒã¯æ¥æ¬ãå«ããé€å€ããããã©ã¡ããè¯ãã®ãïŒ
-
ãªãŒã«ã«ã³ããªãŒæè³ã®éžæïŒSBIéªã ããŸãšeMAXISãªãŒã«ã»ã«ã³ããªãŒã©ã£ã¡ãè²·ãã¹ãïŒ
-
ãæ°NISAã§æåãããæ°NISAã¯ãªã«ã«ã³1æ¬ã§å€§äžå€«ïŒïŒãªã¹ã¯ãåããŠã人ãªã©ã培åºè§£èª¬ïŒ
moomoo蚌åžã¯ç±³åœæ ªã«é¢ããæ å ±ãè¿ éãã€å¹ççã«æäŸããé«æ§èœã¢ããªã§ããããæè³å®¶ãå©çšãããããªããŒã«ãè©ŠããŠã¿ããæ¹ã¯ãmoomoo蚌åžã®iOSã¢ããªãŸãã¯Androidã¢ããªããã²è©ŠããŠã¿ãŠãã ããã
- ãªã¢ã«ã¿ã€ã ããŒã±ããæ å ±
- éèãã¥ãŒã¹ïŒçµæžææšã決ç®éå ±å«ãïŒ
- æ¿æ å ±ïŒç±³åœæ ªã®ã¿ïŒ
- éæã©ã³ãã³ã°ïŒé«é åœå©åãã»äžæãããã»ç©ºå£²ãå¢æžãªã©ïŒ
- éææ€çŽ¢ã»ã¹ã¯ãªãŒãã³ã°
- ããŒãããã
- æ©é¢æè³å®¶å£²è²·åå
- æè³å®¶å士ã®ã³ãã¥ããã£ãŒãmooã
 æ©é¢æè³å®¶ãèåãªæè³å®¶ã®ååŒæ å ±ããããïŒ ïŒ