It has been reported that the number of NISA accounts has surpassed 30 million and that cumulative total investment has exceeded ¥85 trillion. The top 4 funds purchased through SBI Securities and Rakuten Securities are introduced.
Against the backdrop of wider use of NISA, the number of accounts has reached 30 million, while cumulative investment to date has exceeded ¥85 trillion. The article presents this scale as the current situation and draws attention to future developments.
The funds identified as the most purchased are ① NF Nikkei High Dividend Yield 50 (1489), which invests in the 50 Nikkei Average constituents with the highest forecast dividend yields, with higher-yielding stocks assigned larger weightings. The top holdings include Honda, Kawasaki Kisen, NYK Line and Dai-ichi Life.
② Pure Gold Listed Trust (1540) is an ETF linked to the gold price and is supported by the reassurance of holding physical assets stored in Japan. However, because of the nature of physical assets, it generates neither dividends nor interest, and costs also need to be considered.
③ Global X US Tech Top 20 ETF (2244) is a thematic ETF that selectively invests in 20 US technology companies, with Microsoft, Nvidia, Apple and Amazon among its largest holdings. Its ability to be traded in real time while keeping funds in Japanese yen is cited as one of its features.
④ iFreeETF FANG+ (316A) is an ETF that invests equally in 10 US megacap technology companies and reviews its holdings 4 times a year. It is explained that the concentration of its holdings results in greater volatility than diversified investment across the overall market.