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2017ǯγ˸夬äƤĿͷǯ iDeCo

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NISA뤾פ夬äƤ2013ǯNISA(ISA)⤤ɳǯ⵹Ƚ񤭤ޤǯ⤬ޤˤΤ줺˳ѤƤʤƽ񤤤ƤǤ

ǯˤʤä̱ǯ3ݸ(ȼ/)ǯǽ ǯˡΰˡΧ ΩȤžˬޤ2017ǯ̱ǯ3ݸԤ̳ؤ礵뤳ȤˤʤޤƳǯ꤬ʤäƤޤ

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ǯΥޥå󥰵Ƴ(2013ǯ8)

¬Ǥ
ǯΥޥå󥰵Ƴ¬2013ǯ831ξǤ

ϤĤƱϫƯʤȷǯαѼ֤ˤĤ
401k_201307
դ򸫤Ƥ̤ꡢǯ3餤ϤۤƱ褦ʷǾ徺Ƥޤ
NISAϤޤ뤳ȤǤǥޥå󥰵ФӤƳ®ޤ󤫤͡



ǯΥޥå󥰵Ƴ(2013ǯ6)

åΤ˺Ƥޤ
ǯΥޥå󥰵Ƴ¬2013ǯ630ξǤ

ϤĤƱ
ϫƯʤȷǯαѼ֤ˤĤ
401k_201306

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̳γǯˡֿסֿķץǥåեɤɲ

ޤĤޤ

̳ǤϴȷǯƳƤޤֿסֿķפΥǥåեɲä뤳Ȥޤޤ

ǯΩǥåեɳʥޡ󥰡˳
ķɩUFJ DCķǥåե


ǯΩǥåեɳʥޡ󥰡˳
MSCIޡ󥰎ޡåȎǥåϢư
ǯʳǤǽʸ꿮
󽷤ǯΨ0.5775%(ǹ)


ڻɩUFJ DCķǥåեɡ
JP륬GBI-EMХ롦СեɤϢư
ǯ
󽷤ǯΨ0.546%(ǹ)


ƱåȤΥǥåեɤǤǿ󽷤ǰ¿(।ǥåեɤEXE-i)ǤꡢɤȻפޤ



ʤ䤬Υեɤ㤦ȸNOǤ
ֿϳǯγǤǽ & ķоݳǤΤǡϳǯǤ2եɤʤͽǤ

ȤϸλǤο󽷺ǰ¿Υեɤ·ƤΤ餷ưǤ



NISA(ISA)⤤ɳǯ⵹

=NISA(ISA)ܤ򽸤Ƥޤˡοͤδ֤ǡ

100ߤޤǤμˤĤƤ5ǯ֤֤ˤȯפǤˤʤȤߤǤ(ѤȤκѤԲ)

NISAäƲפȤͤߡ񻺱ѤϤͤΤͥISA꤬ʬ䤹Ȼפޤ

NISAƳޤ⤽⾯Ф֤ͥȤƤǯޤǯ˺ʤǤ

ǯϡĿͷ/ȷν郎ޤ60ФޤѤΩƤ60ФˤʤȼǤΩǯȤäȤߤǤ


ȷξ硢㥳ȤѰդƤ뤳Ȥ⤢ޤ
ĿͷǤͻؤˤäƤ㥳ȤѰդƤ뤳Ȥ⤢ޤʼȽǤƤ)ޤĿͷξ硢жϹΤǶʬͭϤޤ

ֳǯ

פ٤ǤΤǡ˺ʤǤ

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