The Financial Services Agency has designated February 13th as ``NISA Day,'' a pun on the dates. Last month, when NISA, a preferential tax system for individual investors, was expanded, the inflow of funds into investment trusts (excluding ETFs) (exchange traded funds) increased by nearly 1.3 trillion yen, reaching the highest level in approximately 16 years. We have come up with an estimate that it is.
According to estimates by Nikko Research Center, net inflows of funds from investment trusts (excluding ETFs) last month were calculated by subtracting outflows due to cancellations and sales from inflows due to new purchases, etc. The total amount was 1,295 billion yen.
This is the highest level in approximately 16 years since August 2007.
Of this amount, last month, 99% of the net inflows were from investment trusts that are eligible for NISA, a preferential tax system for individual investors that has expanded the limit on the amount that can be held tax-free, and the new system is being actively utilized. You can see the reality of what is happening.
The 1st to 5th places with the highest net inflows were mainly overseas-related products, such as products made up of overseas stocks and products linked to the American S&P 500 stock index.
With the expansion of NISA, attention will be focused on whether funds will continue to flow into investment trusts and whether investments in Japanese stock-related products will increase.