
The investment trust of the balance type is a fund in which it aims to often invest the balance in the stocks and the claim, and to make the best use of both safety and the stability of the profitability and the claim of the stocks good places.
Therefore, it can be said that the risk is a commodity in the stocks type to be able to expect the profitability few than the claim type.
The balance type has regulations that the stocks class insertion limit in the stipulation is assumed to operate the balance operation of the stocks and the public corporation securities or the public corporation securities centers by the fund of less than 70% in the classification of goods of the investment trust society.
And, there is a kind of the overseas balance type that even an overseas domestic balance type operated mixing the domestic stocks and the claim with the balance type, stocks and claim are made an investment outlet.
The risk might become improving while the return can be expected of the stocks type, too. The return becomes low though the risk is suppressed to low as for the claim type. The balance type is just located in this middle.
As for the thing that should be noted, the difference comes out from the commodity of the same balance type in marketability because the ratio of the stocks and each claim is different.
It might be needed to ascertain the difference about there.
Desire is not put out too much, and there is no suddenness, and I think the result to be a
direction in the person who thinks about investment trust by a little long eyes because it can
say that the balance type is a type whose balance of the risk return is the best in investment
trust as its name suggests.
If it is a person that it wants to suppress it as much as possible, the risk will have the fund
of the stocks type for the long term though it cannot satisfy with some return.
It can be said that it is wise to choose the fund of the stocks type after invested operation
policy of an individual commodity and object and putting in brand are neatly understood.
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