運用資産状況
■ 運用目標
■ 運用資産推移
■ 目標達成状況
■ 運用資産構成
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| ■ 運用資産構成 |
【運用資産構成】
日本株、中国株、ＦＸ、日経２２５ミニにより資産を運用することによりリスク分散を図っています。
現在の各投資対象別運用資産は以下の通りです。
| 年度 |
月 |
日本株 |
中国株 |
ＦＸ |
日経２２５ミニ |
運用資産 |
| 2009年 |
12月 |
2% |
30% |
47% |
21% |
5,149,595 |
|
11月 |
2% |
27% |
46% |
25% |
5,419,603 |
|
10月 |
2% |
27% |
46% |
26% |
5,398,172 |
|
9月 |
2% |
24% |
49% |
25% |
5,332,907 |
|
8月 |
2% |
23% |
49% |
26% |
5,667,138 |
|
7月 |
2% |
25% |
47% |
26% |
5,927,716 |
|
6月 |
2% |
24% |
47% |
28% |
5,553,082 |
|
5月 |
2% |
24% |
45% |
30% |
5,172,601 |
|
4月 |
2% |
22% |
45% |
30% |
4,431,084 |
|
3月 |
2% |
18% |
52% |
28% |
4,487,098 |
|
2月 |
9% |
17% |
44% |
30% |
4,212,594 |
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1月 |
11% |
17% |
43% |
29% |
4,078,141 |
| 2008年 |
12月 |
11% |
17% |
41% |
32% |
4,472,334 |
|
11月 |
13% |
16% |
34% |
36% |
3,965,444 |
|
10月 |
15% |
18% |
29% |
38% |
3,514,959 |
|
9月 |
11% |
17% |
29% |
42% |
4,854,510 |
|
8月 |
14% |
27% |
31% |
29% |
4,391,987 |
|
7月 |
10% |
29% |
34% |
27% |
4,492,695 |
|
6月 |
11% |
29% |
35% |
25% |
4,118,903 |
|
5月 |
11% |
37% |
30% |
22% |
3,887,078 |
|
4月 |
12% |
40% |
28% |
21% |
3,917,079 |
|
3月 |
11% |
41% |
25% |
23% |
4,040,033 |
|
2月 |
11% |
39% |
27% |
23% |
4,357,084 |
|
1月 |
10% |
35% |
27% |
28% |
4,570,853 |
| 2007年 |
12月 |
7% |
37% |
34% |
22% |
5,718,207 |
|
11月 |
3% |
44% |
30% |
23% |
4,970,355 |
|
10月 |
2% |
49% |
30% |
19% |
5,595,288 |
|
9月 |
2% |
49% |
29% |
20% |
5,386,569 |
|
8月 |
3% |
47% |
31% |
20% |
5,044,025 |
|
7月 |
20% |
42% |
30% |
8% |
5,696,460 |
|
6月 |
24% |
41% |
31% |
4% |
5,552,754 |
|
5月 |
27% |
44% |
24% |
4% |
4,924,005 |
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4月 |
30% |
39% |
26% |
5% |
4,465,385 |
|
3月 |
33% |
39% |
25% |
3% |
4,242,508 |
|
2月 |
34% |
38% |
25% |
3% |
4,257,451 |
|
1月 |
34% |
38% |
23% |
5% |
4,120,893 |
| 2006年 |
12月 |
45% |
31% |
23% |
0% |
3,784,891 |
|
11月 |
46% |
31% |
24% |
0% |
3,607,486 |
|
10月 |
48% |
29% |
23% |
0% |
3,780,807 |
|
9月 |
50% |
26% |
24% |
0% |
3,660,386 |
|
8月 |
51% |
25% |
24% |
0% |
3,620,918 |
|
7月 |
51% |
25% |
25% |
0% |
3,630,216 |
|
6月 |
52% |
24% |
24% |
0% |
3,797,987 |
|
5月 |
58% |
26% |
16% |
0% |
3,376,844 |
|
4月 |
60% |
25% |
15% |
0% |
3,894,351 |
|
3月 |
60% |
25% |
15% |
0% |
3,984,169 |
|
2月 |
60% |
24% |
16% |
0% |
3,790,885 |
|
1月 |
61% |
22% |
16% |
0% |
3,900,757 |
| 2005年 |
12月 |
67% |
19% |
15% |
0% |
3,789,161 |
|
11月 |
63% |
20% |
17% |
0% |
3,243,132 |
|
10月 |
65% |
18% |
17% |
0% |
3,026,062 |
|
9月 |
74% |
21% |
5% |
0% |
2,644,658 |
|
8月 |
73% |
21% |
6% |
0% |
2,348,629 |
|
7月 |
77% |
23% |
0% |
0% |
1,831,043 |
|
6月 |
80% |
20% |
0% |
0% |
1,523,742 |
|
5月 |
78% |
22% |
0% |
0% |
1,356,401 |
|
4月 |
78% |
22% |
0% |
0% |
1,356,401 |
|
3月 |
78% |
22% |
0% |
0% |
1,364,432 |
|
2月 |
78% |
22% |
0% |
0% |
1,390,818 |
|
1月 |
78% |
22% |
0% |
0% |
1,354,295 |
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