The article provides an in-depth comparison of Nanto Bank's investment trusts and ranks a total of 15 funds. It summarises factors including each fund's return, risk and inception date.
Ranked first is Tsumitate Global Equity (Mitsubishi UFJ Asset Management), which has delivered 5-year and 10-year returns of 19.49% and 20.38%, respectively, showing steady performance over the long term. Its decline during the COVID-19 downturn was -32.22%, while its trust fee was low at 0.1800%. Total net assets were approximately ¥157.5 billion, the net asset value per unit was ¥30,226, the inception date was 6 March 2020, and the asset class was global equities.
The runner-up, Nomura Wrap Fund (Aggressive), had a 5-year return of 13.53%, a 10-year return of 11.94%, a COVID-19 downturn of -23.58% and a trust fee of 1.38%. Total net assets were approximately ¥556.3 billion, the net asset value per unit was ¥46,966, the inception date was 15 March 2010, and the asset class was balanced. The fund is said to be characterised by relatively stable prices and resilience.
Hifumi Plus had a 5-year return of 9.35%, a 10-year return of 12.24%, a COVID-19 downturn of -19.33% and a trust fee of 0.98%. Total net assets were approximately ¥733.1 billion, the net asset value per unit was ¥81,848, the inception date was 28 May 2012, and the asset class was Japanese equities. Its relative stability over the medium to long term and strength during market crashes are highlighted.
Tsumitate Developed Markets Equity had a 5-year return of 20.00%, a 10-year return of 16.97%, a COVID-19 downturn of -29.57% and a trust fee of 0.20%. Total net assets were approximately ¥502.3 billion, the net asset value per unit was ¥37,666, the inception date was 16 August 2017, and the asset class was developed-market equities. It is said to be suitable for long-term investment.
Mitsubishi UFJ Pure Gold Fund (Fine Gold) had a 5-year return of 27.26%, a 3-year return of 33.75%, a COVID-19 downturn of -4.27% and a trust fee of 0.50%. Total net assets were approximately ¥967.9 billion, the net asset value per unit was ¥58,523, the inception date was 7 February 2011, and the asset class was gold. Its short- to medium-term returns were high, and it was said to have a certain degree of resilience during market crashes.