The article publishes a ranking of popular investment trusts offered by Gunma Bank and compares fund-by-fund indicators including 5-year returns, standard deviation and declines during the COVID-19 pandemic.
All 11 investment trusts offered by Gunma Bank are presented in ranking format, with their investment performance and characteristics organized in tables and explanatory text. The article also discusses ways to choose investment trusts, including risk and return trends and whether they can be held in a NISA account.
Nikkei High Dividend Yield Stock Fund (Nikkei High Dividend Yield Stock Fund 1) has a 5-year return of 27.30%, a decline of -25.82% during the COVID-19 pandemic, an inception date of 2018/11/09, a net asset value per unit of ¥23,807 and a trust fee of 0.6300%.
iFreeNEXT FANG+ Index has a 5-year return of 29.53%, a decline of -20.53% during the COVID-19 pandemic, an inception date of 2018/01/31, a net asset value per unit of ¥73,710 and a trust fee of 0.7050%.
Tsumitate All Country Equity has a 5-year return of 19.49%, a decline of -32.22% during the COVID-19 pandemic, an inception date of 2020/03/06, a net asset value per unit of ¥30,226 and a trust fee of 0.1800%.
The article also lists and compares multiple other funds by indicators including returns over different periods, standard deviation, inception date, net asset value per unit and asset class.