Risk of Failing to Meet the Plan for Expanding Mutual Fund Sales and Total Assets Under Custody
First written in FY2017-Q2. 9 of 28 entries say "Mitigated", first in FY2018. Latest entry: 2026-08-07.
Japan Post Bank moved to the "Worse" side of this theme in 2020.
0 other companies' latest entry also says "Mitigated".
- 2026-08-07MitigatedEarnings presentation materials
「販売額 1,364 2,032 ＋667 残高 35,194 39,500 ＋4,306」
投資信託・ゆうちょファンドラップの販売額及び残高が増加し、販売・総預かり資産拡大計画の未達リスクが弱まる実績となった。 - FY2026AdvancedAnnual report
「The sales amount changed from ¥587,990 million to ¥646,915 million, and assets from ¥2,939,767 million to ¥3,519,432 million.」
Both sales and balances for mutual funds and JAPAN POST Fund Wrap increased, resulting in a lower risk that the sales and total assets under custody expansion plan would fall short of its target. - FY2026-H1Lower sales and higher balance occurred concurrentlyAnnual report
「The sales amount changed from ¥293,675 million to ¥265,538 million, and assets from ¥2,893,420 million to ¥3,247,431 million.」
Under the mutual fund sales and total assets under custody expansion plan, sales flows declined while the balance increased, with the two indicators moving in different directions. - FY2025MitigatedAnnual report
「Sales increased from ¥435,771 million to ¥587,990 million, while the balance increased from ¥2,766,336 million to ¥2,939,767 million.」
Both sales and balances for mutual funds and JAPAN POST Fund Wrap increased, resulting in a lower risk than in the previous quarter that the sales and total assets under custody expansion plan would fall short of its target. - FY2024MitigatedAnnual report
「The sales amount changed from ¥247,341 million to ¥435,771 million, and assets from ¥2,405,123 million to ¥2,766,336 million.」
Both sales and balances for mutual funds and JAPAN POST Fund Wrap increased, resulting in a lower risk that the expansion plan would fall short of its target. - FY2024-Q3MitigatedAnnual report
「Sales amount 179,232 208,756 29,523 Net assets 2,364,379 2,492,145 127,765」
Both mutual fund sales and net assets under management increased year on year, resulting in a lower risk than in the previous quarter that the sales and total assets under custody expansion plan would fall short of its target. - FY2024-Q2MitigatedAnnual report
「The sales amount changed from ¥120,444 million to ¥137,341 million, and net assets from ¥2,420,798 million to ¥2,454,506 million.」
Both mutual fund sales and net assets under management increased year on year, resulting in a lower risk than in the previous quarter that the mutual fund sales and total assets under custody expansion plan would fall short of its target. - FY2024-Q1Mutual fund sales down, net assets marginally higherAnnual report
「Sales amount 64,163 62,912 △1,250 Net assets 2,506,307 2,521,028 14,721」
Mutual fund sales decreased by ¥1,250 million year on year, while net assets under management increased by ¥14,721 million. Regarding the sales expansion plan, lower flows and a slight increase in the balance occurred concurrently. - FY2023Continued increase in mutual fund sales and decline in net assetsAnnual report
「The sales amount changed from ¥200,433 million to ¥229,468 million, and net assets from ¥2,595,536 million to ¥2,387,139 million.」
While mutual fund sales increased, net assets under management declined, and the sales expansion plan continued to show divergent trends in flows and balances. - FY2023-Q3Continued increase in mutual fund sales and decline in net assetsAnnual report
「Sales amount 145,238 179,232 33,994 Net assets 2,635,193 2,364,379 △270,813」
While mutual fund sales increased by ¥33.994 billion year on year, net assets declined by ¥270.813 billion, with improved sales flows coexisting with a decline in balances. Trends related to the plans to expand mutual fund sales and total assets under management are diverging. - FY2023-Q2Continued increase in mutual fund sales and decline in net assetsAnnual report
「The sales amount changed from ¥94,108 million to ¥120,444 million, and net assets from ¥2,570,760 million to ¥2,420,798 million.」
While mutual fund sales increased by ¥26.335 billion year on year, net assets declined by ¥149.962 billion, with an increase in sales flows coexisting with a decline in balances. - FY2023-Q1Mutual fund sales increase, net assets declineAnnual report
「The sales amount changed from ¥45,330 million to ¥64,163 million, and net assets from ¥2,598,633 million to ¥2,506,307 million.」
While mutual fund sales increased by ¥18.833 billion year on year, net assets declined by ¥92.326 billion. Regarding the sales expansion plan, sales flows improved but balances declined. - FY2022Continued decline in mutual fund sales and marginal increase in net assetsAnnual report
「Sales amount 262,912 200,433 △62,478 Net assets 2,565,801 2,595,536 29,734」
While mutual fund sales declined, net assets increased marginally. Regarding the sales expansion plan, weak flows coexisted with stable or increasing balances. - FY2022-Q3Continued decline in investment trust sales and increase in net assets under managementAnnual report
「Sales amount 212,042 145,238 △66,804 Net assets 2,501,088 2,635,193 134,104」
While mutual fund sales declined by ¥66.804 billion year on year, net assets increased by ¥134.104 billion. Different trends in flows and balances continued under the sales expansion plan. - FY2022-Q2Decline in sales alongside increase in net assetsAnnual report
「Sales amount 131,209 94,108 △37,101 Net assets 2,425,267 2,570,760 145,493」
While mutual fund sales declined by ¥37.1 billion year on year, net assets increased by ¥145.5 billion. Regarding the sales expansion plan, flows and balances showed different trends. - FY2022-Q1Decline in sales alongside increase in net assetsAnnual report
「Sales amount 48,027 45,330 △2,697 Net assets 2,374,603 2,598,633 224,030」
While mutual fund sales declined by ¥2.697 billion year on year, net assets increased by ¥224.030 billion. Regarding the sales expansion plan, flows and balances showed different trends. - FY2021WorsenedAnnual report
「Sales amount 691,496 262,912 △428,583 Net assets 2,301,781 2,565,801 264,020」
Mutual fund sales declined by ¥428.583 billion from the previous fiscal year, and the risk of falling short of the sales expansion plan continued. Meanwhile, net assets increased to ¥2.5658 trillion. - FY2021-Q3WorsenedAnnual report
「Sales amount 562,632 212,042 △350,589 Net assets 2,592,550 2,501,088 △91,461」
Both mutual fund sales and net assets fell below the previous year's levels, further substantiating the risk of falling short of the plans to expand mutual fund sales and total assets under management. - FY2021-Q2WorsenedAnnual report
「Sales amount 422,753 131,209 △291,543 Net assets 2,553,431 2,425,267 △128,164」
Mutual fund sales declined by ¥291.5 billion year on year, while net assets also declined by ¥128.2 billion. The results indicate a heightened risk of falling short of the plans to expand mutual fund sales and total assets under management, in both sales and balances. - FY2021-Q1WorsenedAnnual report
「Sales amount 246,210 48,027 △198,182 Net assets 2,420,152 2,374,603 △45,549」
Mutual fund sales declined by ¥198.1 billion year on year, while net assets declined by ¥45.5 billion. Regarding the plans to expand sales and total assets under management, balances turned from growth through the previous quarter to decline, indicating a heightened risk of falling short. - FY2020WorsenedAnnual report
「Sales amount 891,075 691,496 △199,578 Net assets 2,285,947 2,301,781 15,834」
Mutual fund sales declined by ¥199.5 billion year on year, and the risk of falling short of the sales expansion plan materialised. Meanwhile, net assets increased by ¥15.8 billion. - FY2020-Q3WorsenedAnnual report
「Sales 699,924 562,632 △137,291 Net assets under management 2,067,684 2,592,550 524,865」
Mutual fund sales declined by ¥137.2 billion year on year, and the decline in part of the sales expansion plan continued. Meanwhile, net assets increased by ¥524.8 billion. - FY2020-Q2WorsenedAnnual report
「Sales 465,694 422,753 △42,941 Net assets under management 2,019,297 2,553,431 534,134」
Mutual fund sales declined by ¥42.9 billion year on year, indicating a decline in part of the sales expansion plan. Meanwhile, net assets increased by ¥534.1 billion, representing expansion in terms of balances. - FY2020-Q1MitigatedAnnual report
「Sales amount 229,309 246,210 16,901 Net assets 1,846,697 2,420,152 573,455」
Mutual fund sales increased by ¥16.9 billion year on year, while net assets increased by ¥573.4 billion, indicating expansion in response to the risk of falling short of plans to expand sales and total assets under management. - FY2019MitigatedAnnual report
「Sales amount 737,878 891,075 153,196 Net assets 1,642,301 2,285,947 643,645」
Mutual fund sales increased by ¥153.1 billion year on year, while net assets also increased by ¥643.6 billion. The results address the risk of falling short of the sales expansion plan. - FY2019-Q3MitigatedAnnual report
「Sales amount 572,622 699,924 127,301 Net assets 1,647,255 2,067,684 420,429」
Mutual fund sales increased by ¥127.3 billion year on year, while net assets also increased by ¥420.4 billion. The results indicate expansion in response to the risk of falling short in sales and personnel-related progress. - FY2018MitigatedAnnual report
「Mutual fund transactions (on a settled basis) Sales amount 544,399 737,878 Net assets 1,310,151 1,642,301」
Mutual fund sales increased from ¥544.399 billion to ¥737.878 billion, while net assets increased from ¥1.310151 trillion to ¥1.642301 trillion. - FY2017-Q2First statedAnnual report
「If the sale of mutual funds and the recruitment and development of personnel for asset management, risk management and sales do not progress as expected, plans including the expansion of total assets under management may not be achieved.」
The disclosure states that plans including the expansion of total assets under management may fall short if mutual fund sales and the recruitment and development of related personnel do not progress as planned.