ĹDzĹ

̤Υ꡼ǥ󥰥ѥˡõФ񤹤롪 ܻؤĹDzĹ


2007ǯ09

i S&P 衼å 350ǥå ե

С쥤ţԣƣɲäȤȥ񤭤ޤäŷڷ갷Ϥ褦Ǥ


谷ţԣơʣ

i MSCI ޥ졼 ǥå ե
i MSCI ᥭ ǥå ե
i S&P ƥ󥢥ꥫ 40 ǥå ե
i S&P 衼å 350ǥå ե
i KLD 쥯ȡ ǥå ե

i ꡼ޥûƹĥե
i ꡼ޥ13ǯƹĥե
i ꡼ޥ710ǯƹĥե
i ꡼ޥ20ǯĶƹĥե
i ꡼ޥ 쥸å ܥ ե
i ꡼ޥMBSպĥե
i iBoxx ƥɥŬʼҺĥե
i iBoxx ƥɥƥϥɼҺĥե



ɤ饢ꥫԾ˾줵ƤţԣƤ˸¤Ƥ褦ǤơꥹԾ˾줷Ƥ
MSCIɡMSCI ACʽܡˡ
FTSE BRIC50MSCIȥ륳
iMSCI 衼å
ȤäţԣƤϼ갷ƤʤͤǤ


ĿŪˤϡ
i S&P 衼å 350ǥå ե
μ갷ִ򤷤Ǥ͡
ǡꥫ衼åѡܤȼꤢʹǤȤʤޤ
Ϥ߽Фԥޥά󾧤Ƥ롢ƥ֥ǥåܤξڷҤDzǽˤʤޤ͡



㤴͡
嵭ʤϡΥͥåȾڷǼ갷äƤޤ
ŷڷֳETF

ˣĹեɷʣǯ

ޤ᤿ȡǤαӤȯɽƤȤȤޤ
ؤΩϤ᤿ᡢŪۤ¿ʤǽꡢ̵Ǥʤʤȹͤ뤫Ǥǡη³꤬ФƤޤؤϾۤʤΤǡʤޤƶϷǤޤ


եɤΣαӤܣǡ֤Υץ饹ѤȤʤޤԣϣУɣؤϡܣǤꡢǯϤϣ裲ܤΥǥåȥѥեǤ

ǯӤϡݣ礭֤ѤϤޤ󡣣ԣϣУɣؤϡݣǤꡢǯϣԣϣУɣؤ礭ȤӤ³Ƥޤ



ڳ
ϳⲼܥƥƥι⤤ȤʤޤäƤߤȤޤǤʤͤȤʤäƤޤ
ʤ顢礭äȤdz¤뤳ȤǤʤäȤޤޤ

ˤĤƤϡ14334ɥ뤫17017ɥؤ礭;夬ꤷƤޤ


ڥݡȥեꥪ
ܳ
ʪʬ
3704201000
Ļư2,0001,980100
åȡޥͥ㡼136,000292,5002
ãȣɣΣԣɡ52,20065,8754
ӥ2,0601,220400
եޥåס409370200
618680300
2,9502,900100
ë918910200
䥮1,8301,657300
ե955(1239300)
եݥ졼449496600
ӣȣϣţɡ2,9852,800100
ӥ֥ͥ쥤ľ¡705710200

ʬ
ƥɥˡ21,410208,0001



ϥ󥻥ȳؿţԣơ170.170ɥ롡48.128200



ӣǥåȥѥեɡ27,13427,720
ȥ西åȥХ󥬡ɳեɡ12,74110,000
ī Nvest Х Х塼ץ12,40910,000
HSBC BRICs ץ16,07110,300
ޥͥå߷ץեɡ68,81670,000
󡡥Х롦Х󥹡եɡ14,752(15,000)

³ɤ

Ǥ

ԾޤƤϢγ徺ȤʤäƤޤ

ǤǤ礦


βǤ㤦ȤǤʤäΤǡʤԴdzƤǤ



͡200,000

ǰ͡207,000
߳265,000


͡1,675

ǰ͡1,750
߳1,945

ٻ
͡1,800

ǰ͡1,843
߳2,155

ٻΤϼҳ㤤ȯɽΤޤդǤ


ⵤ򤷤ФäˡäƤãȣɣΣԣɤץ쥹ơ󥿡ʥʥΰ¤Ȥ㤤»ͤƤޤ
ѤǤʽλҤ˼Фơï⥲åȤǤʤäΤƱ褦ʾǤޡ

Ϥ߽Фԥޥά

Ϥ߽Фԥޥά


ԡ
Ǽҡ󥼥󡿲ʡ
١ʺǹϡ



ץĹˡ򶵤Ƥͥ줿Ǥ
ԤߣΥǥå󾧤Ƥޤ
ߣȤϡ
ܡꥫ衼å
ķư

ΤȤǡȤ߹碌ĤΥǥå򤹤ȤˡǤ


ǥåȤСݡȥեꥪȤУţҡУ£ҤȤä񤷤äĤΤǤܽǤϰڤäϽФƤޤ񤷤ɤ٤ᤤĴβäŸɤߤ䤹


Ĥˡƥåȥ饹ηкѥͤʤ顢¤Ȼפä˾ĹƤΣܤ餤ǹߤȤΤǤ
кѥϣǯ餤ǣžΤǡĤΥåȥ饹줾¤ʤΤĹˤޤĤȤˡǤ

ͤʤ򤹤Ȥ̤ΥǥåȤϰ㤤ޤƥȥѥå꤯ͻ礷ˡǤ͡


ĿŪˤϻ䤬ܻؤˡ˶᤯ƴΤޤ
ˤʤä顢λŻȤۤȤɤιԡͷӤᤴΤǡʾСˡƥ֥ǥå񤯤餤֤ޤ


ɤäư¤Ȥ뤫ȽǴब㴳ۣʤΤǰǤ¤Ȥñˤ狼жϫʤ櫓ǡʬεܤƤǤΤǤ
ʤΤɾϡĤˤȤǤĥޥʥơĤȤޤ

ٻ

ZAi () 2007ǯ 11ԶͻȳýȤޤƤޤ


Զͻϡ
߽жΰ
ʧִ
̵

λŶ˶줷Ǥꡢǯϸ³Ǥ


αƶȿǤ礭Ƥꡢ񤷤Ƥ򤽤ʤƻפޤ

ƼҤζӤ͵Ǹȡǯ»ΤֻžȤʤޤϹžƤޤãƤξ򸫤Ƥɤ褦ʤȤ櫓Ǥ⤢ޤ

ٻΤ˻äƤ꣹ˤʤޤޤƤޤ
Ƕ⤬ʤۤ¿ǤȤüϳƹͤʤФʤޤ󤬡ȾʬˤʤȤΤޤͤˤǤ


ڣˤ񤤤ƤȤꡢĤ㤤ȳޤȤ㤤ǤΤǤСäƤ⤤ʤΤǤϤʤȡ


ξϻϤʤΤǤä̵ǤٻΤǤУṇ̃ߤȼ꺢ʤΤǡݡȥեꥪΥȤ˻ȤǤ

Σ饷22ܤ򿷤ܻԾ

ǶᡢţԣƤܤؤοʽФ򶯤ƤС쥤ˣܤΣţԣƤܤƤ褦Ǥ

С쥤Х롦٥롼סΣ饷22ܤ򿷤ܻԾ ܤǤi󶡿Ϲ62ܤȡ·5ʾȽ


ţԣ

ķ(9ܡ
i 桼ҺġIBCX
i iBoxx ƥɥƥϥɼҺĥեɡHYG
i iBoxx ƥɥŬʼҺĥեɡLQD
i ꡼ޥ 13ǯƹĥեɡSHY
i ꡼ޥ MBS պĥեɡMBB
i ꡼ޥ 710ǯƹĥեɡIEF
i ꡼ޥ 20ǯĶƹĥեɡTLT
i ꡼ޥ󡦥쥸åȡܥɡեɡCFT
i ꡼ޥûƹĥեɡSHV

Х(6ܡ
i MSCI ɡIWRD
iMSCI ơINAA
iMSCI AC ʽܡˡIFFF
iMSCI 衼åѡIMEU
iS&P 衼å 350 ǥåեɡIEV
iFTSE 100ISF

(4ܡ
iFTSE BRIC 50BRIC
iMSCI ȥ륳ITKY
iMSCI ޥ졼ǥåեɡEWM
iS&P ƥ󥢥ꥫ 40 ǥåեɡILF

ڥƥ(3ܡ
iS&P ץ饤١ȡƥIPRV
iS&P Х롦IH2O
iKLD 쥯ȡ롦ǥåեɡKLD


ޤǼäķţԣƤΤϡݡȥեꥪ̤ۤѴФȤȻפޤ

ţԣƤǤϡޤ˾¿ä衼åѳţԣƤ¿ޤȥ륳Ȥƥ󥢥ꥫʤ󤫤򤽤Ǥ


ܻԾˤϣܤΣţԣƤ饤ʥåפޤ
ꤢ­Τۤ줿ȸǤ礦
ͻģϽкѤ߳ iեɰУģ

³ɤ

γԾ礭夬ä褦Ǥ͡
֤褦Ǥ͡פȤΤϼʬλФƾ夬äƤʤǤޡ


֥ǾҲ𤷤ܣ夲Ȥʤޤ

ޤä߳äƤ٤ä
֤θ꤬ᤤΤǡޤǤϷĴʳ³褦˻פޤ


°ѥ󥳶ȳǤΥͥåȤ˵ˤʤ븫Фޤ

֣ߥѥ󥳡פá󵢡̱򥢥ԡ

ѥ󥳤ζ̤Ϥޤǣ̤ǣߤäߤʤǤ̣ߤ䤹ѥŹФƤƤ褦Ǥ͡
ޤʤȤϥľܤδطϤʤΤǤˤʤΤϼΣʸ

Ź¦ϡƳ󣷣ΥʡǤϡҴ󤻤Τˤۤ»ܤƤؤ򤻤ֻˤʤʤ褦ˤƤ롣

áؤؤʤʤä饢夬äƤޤޤ
αƶʹߤζӤˤɤΤ褦ʱƶڤܤǤ͡

׻⾡

βߤޤޤ󤬡¤ʤäܤĤ׻⾡äƤͤ¿ΤǤϤʤǤ礦


ϸߤΤȤܤĤäƤޤ
ꣵĶȤꣴĶɸǤ


ϺǶԶȳȤʤäƤѥ󥳶ȳʤΤǡԿ͵֤äƤΤǤ礦
ζӼΤϷĴǡĤ礭ӤƤ뤳Ȥ顢ԤƤߤ褦ȡ
ʤ󤬻ŦƤ褦ˡۡݻäƤ뤳Ȥ顢ѥ󥳥᡼ݻä̤ˤʤäƤΤǡåϷ礫ʤǤ礦

⤦ĤȤϥλҲҤȤȤ⤢ꡢ򤹤ȰͤǤΣԣϣ¤δ⤢ޤӥͥץ饤伫εȤѤ߾夲ξʤ䤷ƤΤǡӥͥǥ̥٤Ϲ⤤Ǥȸޤ
ȤΥꥹȤƤϡ쥸ޤͭޤ͡򤵤ȰŪ˶ӤǤ礦


Ȥ櫓ǡ¤ˤϤʤͳΤǤ


ꥫǥꥫ󥨥ץ쥹¤ʡʤƻפäƤޤˤ⥵֥ץ饤꤬äƤ褦Ǥ
֥ץ饤þԤǸΰ˥쥸åȥɤǻĴãȤ

äѡԾϤΨŪǤ

βʳ

βʳ
ԡޥ롦J⡼֥å
ǼҡУ£мҡʡ
١ʺǹϡ



ܽϷкѳءʪءء׳ؤʤ͡ʲʳؤɳ򤯤ȤѤäȤʤäƤޤ


.ο
.Υ١ȶά
.ʳؤʣ
ΣˣξϤ˶ʬ줿ȤʤäƤޤ
ĤξϤϣڡǴ뤷Ƥꡢ⥳ˤʤäƤ뤿ᡢ̣褯ɤ߿ʤ뤳ȤǤޤ


ܽä˿˻ĤäΤϡ
ƥ֥եɤϥǥå˾Ƥʤ
֤Ȥ̣Ȥʤ롣
Ψѿ¿Ωʤ
ʹ֤ˤŪǤʤư롣
Ծ夢ʤȤʤ٤ȯ롣
ˤ٤ˡ§пˤƤϤޤ뤳Ȥ¿
ȤĹ뤳ȤưפǤϤʤ

ȤäȤǤ礦


μ뤳ȤǤ񤤣ǤǰʤȤꡢɤߤˤΤǰǤ
ηơĤȤɾˤޤ

һ͵Υ󥱡

һ͵ 2007ǯ 4ζˤ䤵Ƥޤ


ͤ¿ΤǤϤʤȻפޤˤϴ˥󥱡ȤդƤޤ


̤ʬˤĤƤΥ󥱡ȤǤ̤ˤĤƻϽߤȤΤǡ󥱡Ȥ褦ȻפäƤޤ

͵Ͽش̣£Уӡ٤εܤʤʤäƤޤޤ
ˡ󤬿ߤƤޤĿŪˤϤʤΤޤ
εܤϤ顢ǽʬǤ礦


Ȥ櫓ǡش̣£Уӡ٤εܤ褵Ƥ餦٤󥱡Ȥ뤳Ȥˤޤ
褷ƥץ쥼ȤΥ˥ƥɡģӤߤ顢Ȥ櫓ǤϤޤʾС


äѤޤ͵򸫤Ƥȳ¤ƤΤʬޤ͡
ǯκϥХ塼ΤʤäΤǡκɤäΤΤޤ󤬡֤󺣤Τ褦ʾ֤äΤǤ礦
УţҤУ£ҡȤäñʻɸǰ¤ȤΤ狼ޤ
ïƤ¤ȻפޤǤϤäȲơΤ褦ʳ¤ʾ֤λˤ㤤򤹤뤳ȤХ塼ȤΤʤǤ礦͡
livedoor ץե

ˣ

ĹؤDzĹԤܻؤĿȤΥ֥Ǥ纴
̣ϥإåɥۥ󡦥ۥ󽸤ᡣ
HA-FW01XBA-A3N20UTITTACARBO BASSOAK T1pP7Fidelio M1MKIIOH2000

Ǻܽ
֥
BIG tomorrow06ǯ4
SPA!05/12/20
SPA!06/1/24
Х꥿15ǯ45
BIG tomorrowޥ͡2016ǯ10
Хޥ͡2016ǯ12
Хޥ͡2017ǯ2
ܤβ̾
Хޥ͡2017ǯ5
Хޥ͡2017ǯ7
ܤβ 77ζ
ܤβ̾ ɬ
γ
˷Ǻܤޤ

2001ǯ񳫻
20012003ǯ
2004ǯ+19.1
2005ǯ+110.0
2006ǯ-26.8
2007ǯ-28.8
2008ǯ-42.3
08ǯ8
01ǯ-08ǯ̻»פ+-0
2009ǯ+24.3
2010ǯ+3.7
2011ǯ-2.8
2012ǯ+46.7
2013ǯ+153.4
2014ǯ+46.1
2015ǯ+34.8
2016ǯ+15.8
2017ǯ+29.5

20092017ǯ+1375.5
å

̾
ʸ
ڷ




ѤξڷҤǤ
ͥåȾڷǡ¤˭٤ʼ갷ʡꤷƥʥХååץȤ⤢ˤȣ·äڷ
鿴ԤԤޤï⤬­ǤڷҤǤʽǥȥˡ

㥳ȤΥǥåʬǤ󡦥Х󥬡ɡХХ󥹥ե갷äƤޤΨ⤤ΤܤԤ԰¤˥Ǥ

SBIڷ
󽷤㤯ޤSBI߷ץץ갷äƤޤꥹ꥿Ȥ⥻ȥޥͥå֤ˤХ󥹤ɤǥåǤ
ˣĹե


ܳͭΨ

Ķ20Ķ
̡

1020
̡6425˥С륨󥿡ƥ

̾510
̡5194ϥ๩
̡6061˥Сݼ
̡7533꡼󥯥
̡4344ƥ

ǿ㤤5ʲ
̡7605եݥ졼
̡3830ץ饤
̡3085ɥӥۡǥ󥰥
10̡3094֥󥳥ӥ꡼
11̡2415ҥ塼ޥۡǥ󥰥
12̡7148ƣУ
13̡7839ӣȣϣţ
14̡3284ա㡼ۡǥ󥰥

ͥ


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ߤˤĤŷѡݥȡʣ˴ԸΥ쥸åȥɡŷԾǤѤϴ򤷤Ը
ͤǯǣݥޤޤ
ӤǤ̵ţԣåɤǤ⣱Ըʤ飲ݥȤץ쥼ȤƤ륭ڡǤ
ӥƤξܺ٤
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