To celebrate the Chloe app public, monthly investment advisory fee of up to the end of July worth 2017 FREE!
"Chloe" is a discretionary investment type Lobo advisor service provided by the Eight securities.
This until the asset management of part of the top-level only wealthy have enjoyed, we have decided to by a unique and innovative technology, available to people of all services.
· Easy asset management plan can be created Only in "Chloe" your goal, for example, "travel", "car purchase", and select the target (goal), such as "old age funds", after the set achieved time and initial investment goals, the investment stance in, we will propose the best portfolio to our customers.
- The industry's first! It invested in ETF to be listed on the Tokyo Stock Exchange Portfolio is composed by the ETF (exchange traded fund) to be listed on the Tokyo Stock Exchange, asset diverse, regional, such as the sector is international diversification. Investment is the world of the market, or complete the investment in yen, it will be able to operate the assets in peace without having to live and die in the exchange rate fluctuations.
State-of-the-art operation with Lobo advisor "Chloe" is using its own engine of Eight group development, to create a portfolio. Set input target stocks 50 countries in the portfolio, 37 sector, and over a wide range, such as 4,000 or more of the outstanding shares and bonds. Your investment so that the goal can be achieved, Chloe will always monitor the portfolio of performance. In addition, based on the trends of the market, the portfolio will be automatically rebalanced (review of the constituents and the component ratio).
·low cost "Chloe" You can start the asset management from 10,000 yen. In addition, the purchase of the portfolio, cancellation, withdrawal is no fee you can at any time. Costs, only if the investment advisory fee 0.88% of the portfolio valuation (annual rate, excluding tax) per month. For example, in the case of the appraised value of 1 million yen of the portfolio, investment advisory fee is 8,800 yen in the year, it will be about 730 yen per month.
Dealings from opening an account, you can perform all of the process until the confirmation of the operation in the smartphone app.
< "Chloe" is especially recommended for those who like! > - Although I feel the need for asset management, do not know if what if the · Individual stocks without any specialized knowledge of, do not have the time to research and analysis, also, really busy so no time to buy and sell - I want to start asset operations, asset allocation and international diversification is feel very likely - There is not a little interested in the investment, but no coherent funds, not including the investment - We want the asset management to professional, but want to avoid expensive fees