Supporting Wealth Building through a Core-Satellite Strategy
First written in FY2019. 6 of 12 entries say "Restated". Latest entry: FY2026.
6 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「The company continued to promote portfolio-based sales centered on Mito Fund Wrap, investment trusts and high-quality Japanese and U.S. equities. As a result, assets under custody at the end of the fiscal year totaled ¥1.7846 trillion, including ¥1.0311 trillion in equities, while the combined balance of investment trusts and Mito Fund Wrap totaled ¥643.9 billion, all reaching record-high levels for the company.」
The company continued its portfolio-based sales approach, with the combined balance of investment trusts and fund wraps reaching ¥643.9 billion and total assets under custody reaching a record high of ¥1.7846 trillion. - FY2024RestatedAnnual report
「Fund wraps provide globally diversified investments by effectively combining multiple funds with different price movements, with the aim of reducing overall portfolio risk and achieving stable returns. However, they are susceptible to exchange-rate movements, and their market value tends to rise when the yen weakens and fall when the yen strengthens.」
The company continues to explain the global diversification, overall portfolio risk reduction and pursuit of stable returns provided by fund wraps. - FY2024-Q3RestatedAnnual report
「Fund wraps combine 8 types of funds and MRFs to provide globally diversified investments, so fees relative to assets under custody fluctuate with investment performance and exchange rates. Sales, however, are relatively unaffected by investment performance, and assets under custody are growing steadily.」
The company continues to explain globally diversified investments combining 8 types of funds and MRFs, fee fluctuations caused by investment performance and exchange rates, and the steady growth in assets under custody. - FY2024-Q2RestatedAnnual report
「Fund wraps combine 8 types of funds and MRFs to provide globally diversified investments, so fees relative to assets under custody fluctuate with investment performance and exchange rates. Sales, however, are relatively unaffected by investment performance, and assets under custody are growing steadily.」
The company continues to explain the fund wrap structure based on globally diversified investments combining 8 types of funds and MRFs, as well as the steady growth in assets under custody. - FY2023AdvancedAnnual report
「Fund wraps combine 8 types of funds and MRFs to provide globally diversified investments, so fees relative to assets under custody fluctuate with investment performance and exchange rates. Sales, however, are relatively unaffected by investment performance, and assets under custody are growing steadily.」
The company continued globally diversified investments through fund wraps, a core-satellite strategy instrument, combining 8 types of funds and MRFs, and fiscal year-end assets under custody reached their highest level since 2015. - FY2023-Q3RestatedAnnual report
「Fund wraps combine 8 types of funds and MRFs to provide globally diversified investments, so fees relative to assets under custody fluctuate with investment performance and exchange rates. Sales, however, are relatively unaffected by investment performance, and assets under custody are growing steadily.」
The company continues to explain the fund wrap structure based on globally diversified investments combining 8 types of funds and MRFs, fee fluctuations caused by investment performance and exchange rates, and the steady growth in assets under custody. - FY2023-Q2RestatedAnnual report
「Fund wraps combine 8 types of funds and MRFs to provide globally diversified investments, so fees relative to assets under custody fluctuate with investment performance and exchange rates. Sales, however, are relatively unaffected by investment performance, and assets under custody are growing steadily.」
The company continues to explain the fund wrap structure based on globally diversified investments combining 8 types of funds and MRFs, as well as the steady growth in assets under custody. - FY2023-Q1RestatedAnnual report
「Fund wraps combine 8 types of funds and MRFs to provide globally diversified investments, so fees relative to assets under custody fluctuate with investment performance and exchange rates. Sales, however, are relatively unaffected by investment performance, and assets under custody are growing steadily.」
The company continues to explain the fund wrap structure, which combines 8 types of funds and MRFs for globally diversified investments, as well as fee fluctuations caused by investment performance and exchange rates and the steady growth in assets under custody. - FY2022AdvancedAnnual report
「As the company promoted the core-satellite strategy, a pillar of the Fifth Medium-Term Management Plan, the balance of its strategic fund wrap product increased steadily. Assets under custody at fiscal year-end totaled ¥124.4 billion, or 109.9% of the previous fiscal year-end, while investment trust assets under custody at fiscal year-end, excluding bond investment trusts and fund wraps, totaled ¥284.1 billion, or 105.4% of the previous fiscal year-end.」
The company continued its core-satellite strategy, with assets under custody in fund wraps totaling ¥124.4 billion and investment trust assets totaling ¥284.1 billion. - FY2021AdvancedAnnual report
「Assets under custody in fund wraps at the end of March 2021 increased by ¥21.9 billion from the end of the previous fiscal year to ¥113.2 billion. Investment trust assets under custody at fiscal year-end, excluding bond investment trusts and fund wraps, totaled ¥269.6 billion, or 153.6% of the previous fiscal year-end, due to the promotion of the core-satellite strategy, a pillar of the Fifth Medium-Term Management Strategy, and rising net asset values against a backdrop of favorable global market conditions.」
The company promoted its core-satellite strategy, with assets under custody in fund wraps totaling ¥113.2 billion and investment trust assets under custody, excluding bond investment trusts and fund wraps, totaling ¥269.6 billion. - FY2020AdvancedAnnual report
「The company also proposes a core-satellite strategy that places stability-focused investment trusts at the center of customers' portfolios and provides customers with investment trusts selected by the company for each level of risk as recommended funds.」
The company incorporated the core-satellite strategy into its actual customer proposals, and assets under custody in fund wraps exceeded ¥100 billion in November 2019. - FY2019First statedAnnual report
「We contribute to customers’ asset formation through a core-satellite strategy that places fund wraps or stability-focused investment trusts at the center of their portfolios.」
For the first time in the Fifth Medium-Term Management Plan, the company specified a concrete asset-building method centered on fund wraps or stability-focused investment trusts in customers' portfolios.