ウエルス・スクエア will launch the “いよぎんラップ” discretionary investment management service, acting as agent for 四国アライアンス証券. The service will commence on 1 October 2026 and will provide medium- to long-term asset management proposals for individual and corporate customers.
ウエルス・スクエア will act as agent for 四国アライアンス証券 in concluding discretionary investment management agreements and will launch the “いよぎんラップ” investment wrap service. The service will commence on 1 October 2026 and will be available to individual and corporate customers.
“いよぎんラップ” is 四国アライアンス証券’s version of a fund-wrap service, investing through a combination of dedicated investment trusts and providing regular investment reports. The service aims to deliver stable, medium- to long-term asset management.
The dedicated investment trusts comprise 8 funds covering Japanese equities, bonds and stability, bonds and stability plus, bonds and growth, foreign equities, foreign bonds, REITs and alternatives.
The investment programs comprise the Master Program and the Bond Core Program, with several investment courses based on different risk levels available under each program. Investment reports are prepared based on the end of March, June, September and December.
The minimum contract amount is ¥10 million. The commencement date is the 1st of the following month if the agreement is signed between the 1st and 15th, and the 16th of the following month otherwise. The investment advisory fee is up to 1.320% per annum, including tax (1.20% before tax), and trust fees and other expenses are deducted separately from the trust assets.