INVESTORS TRUST
利用できるファンド一覧と運用実績
このファンドを利用できるのはEVOLUTION PLANとPLATINUM PLANのみになります。
ファンド運用会社 | ファンド名 | アセットクラス | 投資地域 | 年初来 | 3ヶ月 | 1年 | 3 年年率 | 5 年年率 | 10 年年率 | 3年変動率 |
---|---|---|---|---|---|---|---|---|---|---|
AllianceBernstein | AB American Income | Fixed income | United States | -0.77% | -0.95% | 11.89% | 5.45% | 4.39% | 4.04% | 8.49% |
AllianceBernstein | AB China Low Volatility Equity | Equity | Asia Pacific ex Japan | 2.20% | -9.14% | 31.14% | 6.90% | 14.67% | 5.12% | 20.23% |
AllianceBernstein | AB Emerging Markets Debt | Fixed income | Emerging Markets | -2.55% | -1.95% | 20.71% | 4.93% | 4.76% | 4.23% | 12.93% |
AllianceBernstein | AB Emerging Markets Growth | Equity | Emerging Markets | 3.50% | -4.16% | 60.24% | 7.02% | 12.38% | 4.01% | 21.33% |
AllianceBernstein | AB Emerging Markets Growth | Equity | Emerging Markets | 3.50% | -4.16% | 60.24% | 7.02% | 12.38% | 4.01% | 21.33% |
AllianceBernstein | AB Euro High Yield | Fixed income | Europe | 0.27% | 0.66% | 32.36% | 2.96% | 4.92% | 3.32% | 17.17% |
AllianceBernstein | AB European Income | Fixed income | Europe | -0.86% | -0.76% | 11.73% | 5.00% | 5.07% | – | 7.29% |
AllianceBernstein | AB Global High Yield | Fixed income | Global | 1.42% | 0.18% | 25.46% | 3.78% | 5.22% | 4.31% | 12.50% |
AllianceBernstein | AB Global Value | Equity | Global | 15.42% | 9.65% | 52.23% | 6.64% | 9.16% | 5.85% | 22.24% |
AllianceBernstein | AB India Growth | Equity | Single Country | 4.85% | -0.22% | 63.57% | 0.33% | 6.70% | 3.52% | 22.47% |
AllianceBernstein | AB International Health Care | Equity | Global | 6.03% | 4.56% | 24.92% | 15.60% | 14.25% | 12.23% | 19.04% |
AllianceBernstein | AB Low Vol Equity Portfolio | Equity | Global | 8.52% | 6.54% | 31.53% | 9.89% | 10.29% | – | 18.53% |
AllianceBernstein | AB RMB Income Plus | Fixed income | Asia Pacific ex Japan | 0.54% | 0.31% | 14.98% | 3.20% | 3.64% | – | 5.52% |
AllianceBernstein | AB Select Absolute Alpha | Alternative Investments | United States | 8.37% | 5.59% | 22.61% | 8.44% | 7.57% | – | 9.86% |
AllianceBernstein | AB Sustainable Global Thematic | Equity | Global | 6.80% | 0.79% | 55.26% | 18.87% | 18.74% | 9.16% | 20.62% |
BlackRock | BR Asian Growth Leaders | Equity | Asia Pacific ex Japan | 1.29% | -8.04% | 57.32% | 9.08% | 13.93% | – | 20.36% |
BlackRock | BR Asian Tiger Bond | Fixed income | Asia Pacific ex Japan | -1.64% | -1.11% | 9.78% | 5.42% | 4.00% | 4.56% | 6.41% |
BlackRock | BR Continental European Flexible | Equity | Europe | 4.76% | 6.11% | 73.24% | 16.16% | 16.19% | – | 23.19% |
BlackRock | BR Emerging Markets Bond | Fixed income | Emerging Markets | -1.43% | -1.04% | 19.90% | 4.69% | 4.45% | 4.61% | 12.60% |
BlackRock | BR Japan Flexible Equity | Equity | Single Country | 1.80% | 1.12% | 37.26% | 8.25% | 11.00% | 7.07% | 18.04% |
BlackRock | BR Japan Small & Mid Cap Opportunities | Equity | Single Country | 2.79% | 1.55% | 29.22% | 2.13% | 9.59% | 7.84% | 21.40% |
BlackRock | BR Managed Index Portfolios – Defensive | Mixed / Asset Allocation | Global | 0.23% | -0.27% | 6.96% | 4.24% | 3.58% | – | 6.73% |
BlackRock | BR Managed Index Portfolios – Growth | Mixed / Asset Allocation | Global | 5.80% | 2.43% | 28.86% | 10.68% | 10.42% | – | 15.30% |
BlackRock | BR Managed Index Portfolios – Moderate | Mixed / Asset Allocation | Global | 3.73% | 1.29% | 16.70% | 6.98% | 7.04% | – | 11.84% |
BlackRock | BR Sustainable Energy | Commodities / Energy | Global | 1.03% | -1.76% | 79.76% | 20.31% | 17.15% | 7.44% | 23.32% |
BlackRock | BR US Dollar Liquidity Fund | Cash Equivalents | United States | 0.00% | 0.00% | 0.01% | 1.03% | 0.92% | 0.48% | 0.11% |
BlackRock | BR World Mining Fund | Commodities / Energy | Global | 17.16% | 18.26% | 94.35% | 17.84% | 20.11% | -2.07% | 28.25% |
Franklin Templeton | FT Asian Bond | Fixed income | Asia Pacific ex Japan | -3.05% | -1.58% | -1.35% | -0.47% | 0.87% | 0.03% | 4.37% |
Franklin Templeton | FT Asian Growth | Equity | Asia Pacific ex Japan | 4.12% | -7.85% | 54.30% | 8.86% | 13.66% | 3.21% | 21.16% |
Franklin Templeton | FT Asian Smaller Companies | Equity | Asia Pacific ex Japan | 14.40% | 1.97% | 71.85% | 4.68% | 10.12% | 7.07% | 21.23% |
Franklin Templeton | FT Biotechnology Discovery | Equity | Global | -8.41% | -18.60% | 15.35% | 9.63% | 10.75% | 13.73% | 28.24% |
Franklin Templeton | FT BRIC | Equity | Emerging Markets | 7.52% | -6.25% | 49.58% | 9.74% | 16.72% | 2.46% | 21.76% |
Franklin Templeton | FT Eastern Europe | Equity | Emerging Markets | 13.25% | 7.04% | 52.53% | 4.86% | 9.06% | -2.63% | 26.79% |
Franklin Templeton | FT EM Smaller Companies | Equity | Emerging Markets | 11.44% | 1.80% | 67.42% | 3.78% | 8.75% | 4.49% | 21.59% |
Franklin Templeton | FT Emerging Markets Fund | Equity | Emerging Markets | 7.32% | -3.28% | 58.95% | 10.39% | 15.29% | 3.57% | 21.74% |
Franklin Templeton | FT GCC Bond | Fixed income | Emerging Markets | 2.61% | 1.87% | 21.41% | 10.58% | 7.58% | – | 8.30% |
Franklin Templeton | FT Global Bond | Fixed income | Global | -2.14% | -1.46% | -2.18% | -1.37% | 1.31% | 0.86% | 4.72% |
Franklin Templeton | FT Global Total Return | Fixed income | Global | -0.57% | 0.11% | -1.20% | -2.78% | 0.87% | 1.04% | 6.11% |
Franklin Templeton | FT Income | Mixed / Asset Allocation | United States | 10.53% | 7.35% | 27.04% | 5.59% | 6.48% | 4.07% | 13.96% |
Franklin Templeton | FT India | Equity | Single Country | 5.79% | -2.28% | 65.18% | 5.09% | 9.13% | 5.68% | 23.15% |
Franklin Templeton | FT K2 Alternative Strategies | Alternative Investments | Global | 1.81% | -0.08% | 12.96% | 3.58% | 4.03% | – | 5.89% |
Franklin Templeton | FT Shariah Global Equity | Equity | Global | 8.91% | 2.37% | 45.55% | 4.39% | 8.20% | – | 20.21% |
Franklin Templeton | FT Technology | Equity | Global | 4.22% | -7.88% | 57.97% | 27.59% | 29.69% | 17.83% | 24.25% |
Franklin Templeton | FT US Opportunities | Equity | United States | 2.40% | -3.50% | 41.54% | 19.48% | 20.12% | 13.66% | 22.53% |
GAM | GAM Star China | Equity | Single Country | -1.73% | -10.80% | 34.79% | 5.26% | 13.17% | 5.83% | 25.12% |
GAM | GAM Star Credit Opportunities | Fixed income | Global | 1.68% | 1.04% | 15.47% | 4.58% | 5.94% | – | 9.71% |
GAM | GAM Star Emerging Markets Rates | Alternative Investments | Emerging Markets | -3.00% | -2.72% | 2.96% | 4.22% | 3.47% | 2.59% | 4.75% |
GAM | GAM Star Global Balanced | Mixed / Asset Allocation | Global | 2.11% | -0.05% | 25.45% | 7.27% | 8.86% | – | 10.49% |
GAM | GAM Star Global Cautious | Mixed / Asset Allocation | Global | 1.37% | -0.06% | 21.16% | 6.36% | 7.49% | – | 8.68% |
GAM | GAM Star Global Growth | Mixed / Asset Allocation | Global | 2.55% | -0.08% | 29.75% | 8.24% | 10.40% | – | 12.55% |
GAM | GAM Star MBS Total Return | Property | United States | 1.79% | 0.95% | 15.35% | 2.13% | 3.01% | – | 10.76% |
Index | MSCI EAFE Index | Equity | Global | 6.17% | 4.24% | 42.31% | 4.06% | 6.97% | 2.72% | 20.92% |
Index | S&P 500 Index | Equity | Global | 13.54% | 7.30% | 47.51% | 16.28% | 15.35% | 12.10% | 21.43% |
iShares | iShares FTSE BRIC 50 | Equity | Emerging Markets | -1.15% | -12.80% | 37.46% | 6.49% | 13.58% | 1.98% | 22.47% |
iShares | iShares Global Energy | Commodities / Energy | Global | 28.89% | 16.03% | 39.49% | -10.91% | -3.24% | -4.59% | 36.20% |
iShares | iShares Global Healthcare | Equity | Global | 5.70% | 4.13% | 19.84% | 13.30% | 10.52% | 10.67% | 19.62% |
iShares | iShares Global Tech | Equity | Global | 7.19% | 0.27% | 53.84% | 24.97% | 27.40% | 17.44% | 23.40% |
iShares | iShares MSCI Brazil | Equity | Single Country | -2.00% | 0.88% | 66.36% | -3.02% | 6.48% | -7.06% | 39.99% |
iShares | iShares MSCI EM Latin America | Equity | Latin America | 1.41% | 4.35% | 57.07% | -3.84% | 3.34% | -5.56% | 33.85% |
iShares | iShares MSCI Emerging Markets | Equity | Emerging Markets | 4.10% | -3.92% | 51.24% | 5.45% | 10.52% | 1.16% | 21.04% |
iShares | iShares MSCI Eurozone | Equity | Europe | 10.67% | 8.99% | 58.46% | 3.50% | 7.45% | 2.20% | 25.27% |
iShares | iShares MSCI Germany | Equity | Single Country | 8.33% | 6.74% | 53.75% | 1.85% | 6.25% | 2.41% | 26.88% |
iShares | iShares MSCI India | Equity | Single Country | 4.69% | -1.12% | 64.14% | 7.21% | 9.55% | – | 24.15% |
iShares | iShares MSCI Japan | Equity | Single Country | 2.94% | -2.51% | 35.54% | 4.17% | 8.28% | 5.03% | 17.98% |
iShares | iShares MSCI Mexico | Equity | Single Country | 7.32% | 10.32% | 58.38% | -0.76% | -1.98% | -2.66% | 29.67% |
iShares | iShares MSCI Pacific ex Japan | Equity | Asia Pacific ex Japan | 9.25% | 6.07% | 46.97% | 4.54% | 7.14% | 1.40% | 21.13% |
iShares | iShares MSCI South Korea | Equity | Single Country | 4.45% | 0.46% | 83.87% | 7.88% | 12.82% | 3.30% | 27.98% |
iShares | iShares MSCI Taiwan | Equity | Single Country | 18.97% | 8.77% | 79.08% | 23.32% | 22.26% | 7.93% | 19.82% |
iShares | iShares MSCI Thailand | Equity | Single Country | 3.39% | -0.32% | 24.05% | -6.04% | 4.12% | 1.95% | 24.28% |
iShares | iShares MSCI World | Equity | Global | 11.98% | 7.10% | 46.81% | 12.42% | 12.68% | 8.23% | 20.73% |
iShares | iShares Physical Gold | Commodities / Energy | Global | -5.56% | -0.03% | 7.53% | 11.68% | 7.46% | 1.82% | 14.37% |
iShares | iShares S&P 500 | Equity | United States | 14.45% | 8.69% | 46.55% | 16.63% | 15.57% | 12.16% | 20.74% |
iShares | iShares US Energy | Equity | United States | 38.74% | 18.93% | 47.77% | -11.53% | -5.11% | -4.08% | 38.30% |
iShares | iShares US Utilities | Commodities / Energy | United States | 7.63% | 4.51% | 19.78% | 7.87% | 5.95% | 7.07% | 25.17% |
Janus Henderson | JH Balanced Fund | Mixed / Asset Allocation | Global | 6.50% | 3.93% | 27.52% | 11.94% | 11.50% | 7.97% | 13.42% |
Janus Henderson | JH Global Equity | Equity | Global | 7.29% | 1.96% | 42.66% | 13.98% | 15.61% | 11.51% | 19.54% |
Janus Henderson | JH Horizon Global High Yield | Fixed income | Global | 1.12% | 0.34% | 20.11% | 7.59% | 8.03% | – | 10.32% |
Janus Henderson | JH Horizon Global Property | Property | Global | 10.17% | 7.53% | 35.00% | 10.43% | 8.23% | 6.79% | 24.60% |
Janus Henderson | JH Horizon Global Technology | Equity | Global | 5.07% | -2.50% | 51.01% | 21.95% | 25.84% | 15.79% | 21.28% |
Janus Henderson | JH Horizon Pan European Alpha | Equity | Europe | 6.31% | 4.75% | 17.34% | 7.11% | 5.93% | – | 7.23% |
Janus Henderson | JH UK Absolute Return | Equity | Single Country | 3.06% | 2.95% | 4.98% | 2.87% | 3.01% | – | 2.77% |
Janus Henderson | JH US Strategic Value | Equity | United States | 18.13% | 11.08% | 45.90% | 11.61% | 11.42% | 8.14% | 21.21% |
Man Investments | Man AHL Diversified Guernsey | Alternative Investments | Global | 8.97% | 10.66% | 11.59% | 11.43% | 4.52% | 4.18% | 15.52% |
Man Investments | MAN GLG Pan European Equity Growth | Equity | Europe | 0.27% | 0.73% | 44.91% | 10.74% | – | – | 21.89% |
Man Investments | Man GLG Strategic Bond | Fixed income | Global | 1.43% | -0.18% | – | – | – | – | 0.00% |
Man Investments | Man TargetRisk | Mixed / Asset Allocation | Global | 1.13% | 0.83% | 11.23% | – | – | – | 0.00% |
MFS | MFS Diversified Income | Mixed / Asset Allocation | Global | 4.41% | 2.55% | 18.59% | 6.45% | 5.42% | – | 12.54% |
MFS | MFS European Smaller Companies | Equity | Europe | 5.94% | 5.94% | 46.37% | 8.46% | 9.75% | 9.32% | 22.32% |
MFS | MFS European Value | Equity | Europe | 5.37% | 6.34% | 46.29% | 11.02% | 11.29% | 8.60% | 20.42% |
MFS | MFS Global Total Return | Mixed / Asset Allocation | Global | 5.95% | 4.38% | 28.94% | 7.88% | 6.99% | 5.79% | 13.28% |
MFS | MFS Prudent Wealth | Mixed / Asset Allocation | Global | 1.17% | 2.32% | 15.09% | 8.70% | 8.58% | 6.96% | 7.00% |
MFS | MFS UK Equity | Equity | Europe | 10.52% | 10.32% | 39.43% | 3.14% | 5.08% | 3.51% | 23.82% |
MFS | MFS US Value | Equity | United States | 16.98% | 12.47% | 45.33% | 11.38% | 10.55% | 9.70% | 22.36% |
Morgan Stanley | MS Asian Property | Property | Asia Pacific | 8.38% | 4.65% | 24.86% | 2.41% | 4.70% | 3.25% | 21.16% |
Morgan Stanley | MS EM Corp Debt | Fixed income | Emerging Markets | -1.16% | -1.16% | 15.08% | 4.24% | 4.79% | 4.62% | 8.46% |
Morgan Stanley | MS Em Eur, Mid E & N Africa | Equity | Emerging Markets | 10.26% | 8.42% | 62.46% | 6.19% | 8.95% | 2.76% | 23.59% |
Morgan Stanley | MS Emerging Markets Domestic Debt | Fixed income | Emerging Markets | -5.71% | -3.99% | 12.28% | 0.48% | 2.18% | -1.58% | 12.07% |
Morgan Stanley | MS Euro Bond | Fixed income | Europe | -4.54% | -1.56% | 12.95% | 2.49% | 2.52% | 1.48% | 7.64% |
Morgan Stanley | MS European Property | Property | Europe | 7.13% | 11.33% | 41.81% | -1.18% | 1.38% | 3.11% | 28.73% |
Morgan Stanley | MS Global Bond | Fixed income | Global | -3.38% | -1.74% | 7.76% | 4.02% | 3.24% | 2.09% | 5.90% |
Morgan Stanley | MS Global Brands | Equity | Global | 6.07% | 5.99% | 28.21% | 15.03% | 13.64% | 10.84% | 17.30% |
Morgan Stanley | MS Global Fixed Income Opportunities | Fixed income | Global | -0.60% | -0.57% | 8.45% | 3.93% | 4.50% | – | 5.07% |
Morgan Stanley | MS Global Opportunity | Equity | Global | 0.86% | -5.89% | 55.88% | 20.95% | 24.32% | 16.53% | 20.51% |
Morgan Stanley | MS Global Quality | Equity | Global | 6.82% | 5.94% | 31.86% | 14.89% | 13.46% | – | 17.39% |
Morgan Stanley | MS Latin America Equity | Equity | Latin America | -7.71% | -6.61% | 45.67% | -2.76% | 3.82% | -3.99% | 31.05% |
Morgan Stanley | MS US Growth | Equity | United States | -6.01% | -15.77% | 66.22% | 31.14% | 31.04% | 19.54% | 30.51% |
Morgan Stanley | MS US Property | Property | United States | 13.89% | 9.81% | 33.91% | 0.37% | -0.89% | 3.50% | 31.19% |
Ninety One | NO American Franchise | Equity | United States | 10.59% | 7.69% | 39.46% | 19.18% | 19.55% | 10.83% | 19.89% |
Ninety One | NO Asian Equity | Equity | Asia Pacific ex Japan | 6.70% | -5.32% | 52.12% | 6.38% | 14.46% | 6.22% | 19.57% |
Ninety One | NO European Equity | Equity | Europe | 10.61% | 8.31% | 46.26% | 4.05% | 8.61% | 7.00% | 23.14% |
Ninety One | NO Global Energy | Commodities / Energy | Global | 12.27% | 6.66% | 47.44% | -3.30% | 0.19% | -6.03% | 30.37% |
Ninety One | NO Global Franchise | Equity | Global | 8.24% | 6.97% | 32.31% | 15.02% | 12.67% | 10.45% | 17.49% |
Ninety One | NO Global Gold | Commodities / Energy | Global | -10.28% | 0.61% | 7.58% | 17.35% | 8.08% | -1.71% | 36.83% |
Ninety One | NO Global Multi-Asset Income | Mixed / Asset Allocation | Global | 1.46% | 0.71% | 11.60% | 4.23% | 4.27% | – | 5.89% |
Ninety One | NO Global Natural Resources | Commodities / Energy | Global | 21.63% | 17.44% | 75.29% | 8.09% | 11.08% | -1.07% | 28.25% |
Ninety One | NO Global Quality Equity Income | Equity | Global | 8.13% | 6.60% | 32.36% | 13.63% | 10.03% | – | 17.31% |
Ninety One | NO Latin America Corporate Debt | Fixed income | Latin America | -0.71% | -0.18% | 24.83% | 4.63% | 4.83% | 3.56% | 11.38% |
Ninety One | NO Latin American Equity | Equity | Latin America | 1.31% | 1.26% | 54.08% | -1.90% | 7.38% | -1.97% | 32.66% |
Ninety One | NO Latin American Smaller Companies | Equity | Latin America | -1.42% | -4.37% | 52.42% | 1.73% | 8.94% | – | 34.45% |
Other | CGWM Opportunity | Mixed / Asset Allocation | Global | 4.37% | 0.76% | 37.95% | 9.00% | 10.08% | 6.57% | 15.74% |
Other | Invesco Global IG Corporate Bond | Fixed income | Global | -2.51% | -1.54% | 6.32% | 5.86% | 4.84% | – | 6.57% |
Other | Invesco Greater China | Equity | Asia Pacific ex Japan | 2.76% | -10.59% | 36.66% | 11.48% | 15.86% | 8.91% | 20.16% |
Pictet | Pictet Nutrition | Commodities / Energy | Global | 5.90% | 4.05% | 49.52% | 11.49% | 11.41% | 4.74% | 17.71% |
Pictet | Pictet Premium Brands | Equity | Global | 8.20% | 7.20% | 70.18% | 15.09% | 15.35% | 7.79% | 23.02% |
Pictet | Pictet Robotics | Equity | Global | 2.65% | -4.38% | 60.44% | 22.15% | 24.54% | – | 23.73% |
Pictet | Pictet Russian Equities | Equity | Single Country | 8.92% | 5.03% | 49.82% | 13.41% | 16.78% | 1.59% | 26.08% |
Pictet | Pictet Timber | Commodities / Energy | Global | 20.86% | 14.23% | 96.58% | 10.97% | 14.72% | 7.59% | 26.85% |
Pictet | Pictet Water | Commodities / Energy | Global | 11.82% | 9.38% | 49.80% | 15.17% | 13.13% | 9.51% | 19.78% |
PIMCO | PIMCO Global Bond | Fixed income | Global | -1.89% | -1.42% | 3.73% | 4.26% | 3.56% | 4.20% | 4.23% |
PIMCO | PIMCO Income | Fixed income | Global | 0.90% | -0.13% | 13.66% | 5.00% | 5.02% | – | 7.17% |
PIMCO | PIMCO Mortgage Opportunities | Property | Global | 0.45% | 0.09% | 6.38% | 2.67% | – | – | 4.08% |
PIMCO | PIMCO StockPlus | Equity | Global | 13.67% | 7.39% | 50.23% | 17.35% | 16.61% | 13.47% | 22.23% |
PIMCO | PIMCO US High Yield | Fixed income | United States | 1.55% | 0.52% | 16.14% | 5.44% | 6.14% | 5.15% | 10.15% |
Schroders | SCH Asian Opportunities | Equity | Asia Pacific ex Japan | 5.02% | -3.95% | 59.62% | 12.29% | 17.80% | 9.43% | 19.58% |
Schroders | SCH BRIC | Equity | Emerging Markets | 0.22% | -7.77% | 43.97% | 9.74% | 16.94% | 4.65% | 19.85% |
Schroders | SCH China Opportunities | Equity | Single Country | 1.35% | -8.63% | 54.39% | 13.11% | 19.09% | 8.80% | 22.08% |
Schroders | SCH Frontier Markets | Equity | Emerging Markets | 8.51% | 7.73% | 43.56% | 0.09% | 6.46% | 5.36% | 16.81% |
Schroders | SCH Global Convertible Bond | Fixed income | Global | -1.60% | -4.93% | 25.63% | 9.10% | 8.23% | 5.67% | 9.57% |
Schroders | SCH Global Smaller Companies | Equity | Global | 13.37% | 5.99% | 63.27% | 9.07% | 11.58% | 8.47% | 24.13% |
Schroders | SCH Japanese Equity | Equity | Single Country | 6.54% | 4.18% | 36.51% | 4.95% | 10.78% | – | 20.13% |
Schroders | SCH Middle East | Equity | Emerging Markets | 6.39% | 3.15% | 30.50% | 2.41% | 4.16% | 3.75% | 15.94% |
Schroders | SCH Multi-Asset Growth and Income | Mixed / Asset Allocation | Global | 4.84% | 1.74% | 37.86% | 8.73% | 6.67% | – | 15.24% |
Schroders | SCH US Small & Mid Cap Equity | Equity | United States | 16.07% | 8.35% | 58.86% | 12.52% | 12.48% | 10.39% | 23.89% |