Microsoft Word - よくわかるDC制度の活用法(第4回目)修正版.docx
|
|
|
- ふじきみ さわなか
- 9 years ago
- Views:
Transcription
1 DC 4 DC DC DC 2 JIS&T NRK 2 JIS&T 1 1
2 3 NRK JIS&T 1 JIS&T DC 2
3 2 JIS&T DC 3
4 3 NRK DC Web Web Web DC 4
5 Web DC DC
6 6
7 7
8 8
9
10 DC DC DC 16 DC DC 10
11 TOPIX 2 TOPIX 2 11
12 TOPIX MSCI NOMURA-BPI 12
13 6 REIT Real Estate Investment Trust J-REIT REIT G-REIT 13
14 ETF Exchange Traded Fund REIT DC DC DC 2015 DC DC AFP 14
50 22 (1) MSCI-KOKUSAI (2) 3 30 MSCI-KOKUSAI 20 40 10 75 (3) 70 40 20 27 28 10 5 10 5 50 1 11 62 2 500 3 5,000 1 4 54 1 55 1 56 1 58 2 5 2 3 1 2 8 6 7 7 2 500 8 1 8 9 10 19 1 4 2 2 7 18 12 29 19 1 4 19
平成19年度税制改正要望(変更版)
2 J-REIT 3 10 10 SPC SPC 1,200 SPC CMBS CMBS SPC 4 50 SPC SPC 90 J-REIT J-REIT J-REIT 10 (10) 10 7% 3% 19 12 31 20 3 31 37 11 35 3 2 1 9 3 5 1 5 6 SPC SPC 1/3 19 3 31 11 18 11 17 11 9 7 8 1/3 50 50 50
( )
Web Web 1 3 1 21 11 22 23 24 3 2 3 4 5 1 1 11 22 9 2 3 15 11 22 2 11 21 4 5 ( ) 102 ( ) 1 ( 1 2001 Web 1 5 4 1 1 - 7 - [] - 7 10 11 12 12 1 10 1 12 - [] 1 1 2 Q1 Q2 Q3 Q4 Q5 Q6 Q7 Q8 Q9 Q10 3 1 47
夏目小兵衛直克
39(1906)1222 14(1817) 3(1832)1514(1843) 2628 6 (1853) (1854)3727 3(1856) 1 / 13 5(1858)6(1859) 5(1853) () () () () () () 3(1867)29 504111( 2 / 13 )98 23 18 2(1869)310283 100 50() 58 226 3313200982 5033
<4D6963726F736F667420576F7264202D2081A193B98BE257656290EA97708CFB8DC08B4B92E88179918D8D878CFB8DC0817A816990568B4B816A81798A6D92E894C5817A2E646F63>
ビッグバンの検証と今後の課題
200111 1 2 MMF 984 MMF 20016 3.7 1.3 MMF MMF 3 ETF 20017 225 TOPIX S&P/TOPIX150 8 ETF 200010 ETF 3,000 ETF 2001111 4 9812 5 5 6 9812 7 20013 2 8 9 9812 98 10 91 3,288 3 2000 2,309 90 15.3 4 2000 9.4 90
リサーチペーパー
1 2 1 2 1 3 4 3 4 2 5 5 3 6 6 4 Real Estate Investment Trust Commercial Mortgage Backed Securities 7 8 I 9 10 (Property Trust) 7 8 9 10 5 Managed Investments Act Managed Investment Scheme Trustee Manager
NEXT FUNDS NASDAQ-100 連動型上場投信
NEXT FUNDS NASDAQ-100 連動型上場投信 TOPIX Exchange Traded Fund Year Index Value Daily NAV Daily Return Unit NAV -Month Day Return (per Unit) Return Differential Outstanding (i) The TOPIX Index Value and the
取扱説明書[L704i]
231 N b N b A N b A N N P 232 N N b b K Q P M I b C c C 233 DC I d I M M M C I I C C I C C 234 M I C M J C J C D J C C H D C DC I b I 235 M b 1 3 7 9 F E 5 b J b c b c d e c b d e M H M I 236 J M J M I
平成23年度産業金融システムの構築及び整備調査委託事業,我が国の個人金融資産の資産運用高度化のための調査報告書
23 2012 2 1 5 6 6 9 IRA 401(k) 13 MMF Separately Managed Account; SMA ETF REIT 2 29 IRA 401(k) IRA 401(k) 45 3 55 55 57 65 67 73 4 0 5 57 80 80 6 89 10 58.6 90 90 04 8 98 14 2011 10 25 57 12 6 51 98 05
NEXT FUNDS NASDAQ-100 連動型上場投信 TOPIX Exchange Traded Fund Year Index Value Daily NAV Daily Return Unit NAV -Month Day Return (per Unit) Return Differential Outstanding (i) The TOPIX Index Value and the
NEXT FUNDS NASDAQ-100 連動型上場投信 TOPIX Exchange Traded Fund Year Index Value Daily NAV Daily Return Unit NAV -Month Day Return (per Unit) Return Differential Outstanding (i) The TOPIX Index Value and the
NEXT FUNDS NASDAQ-100 連動型上場投信 TOPIX Exchange Traded Fund Year Index Value Daily NAV Daily Return Unit NAV -Month Day Return (per Unit) Return Differential Outstanding (i) The TOPIX Index Value and the
NEXT FUNDS NASDAQ-100 連動型上場投信
NEXT FUNDS NASDAQ-100 連動型上場投信 TOPIX Exchange Traded Fund Year Index Value Daily NAV Daily Return Unit NAV -Month Day Return (per Unit) Return Differential Outstanding (i) The TOPIX Index Value and the
NEXT FUNDS NASDAQ-100 連動型上場投信
NEXT FUNDS NASDAQ-100 連動型上場投信 TOPIX Exchange Traded Fund Year Index Value Daily NAV Daily Return Unit NAV -Month Day Return (per Unit) Return Differential Outstanding (i) The TOPIX Index Value and the
23.9 26.0 20083 3 20074 200712 20093 3 20084 200812 20083 3 20074 200712 20093 3 20084 200812 5 5 SBI 2004 2005 2006 2007 2008 5 1 10 30,000 25,000 20,000 15,000 10,000 5,000 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q
untitled
16 4 1 17 1 50 -1- -2- -3- -4- -5- -6- -7- 1 2-8- -9- -10- -11- Web -12- (1) (2)(1) (3) (4) (1)()(2) (3)(4) -13- -14- -15- -16- -17- -18- -19- -20- -21- -22- -23- (2)(1) (3) -24- -25- -26- -27- -28- -29-
QQE QQE QQE1 QQE2 QQE3
QQE1 QQE1 QQE1 QQE1 QQE QQE QQE QQE1, QQE2, QQE3, QQE4 QQE QQE QQE1 QQE2 QQE3 QQE1 FRB QQE2 http://www.stat-search.boj.or.jp/index.html http://www.stat-search.boj.or.jp/index.html QQE3 QQE1 ETF: Exchange
(1)
~ ~ NO YES ~ ( NO YES ) YES NO NO YES ~ ( NO YES ) YES NO 1 1 NO 2 NO 2YES YES 1 (1) 25 26 2 3 () () () () 4 () () 5 6 () 7 () 8 9 1-3-1 10 3 11 12 ~1. (1) () () (2) (3) () (4) () () (5) (6) (7) (1) (2)
