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The investment trust invests the financial instruments such as stocks without the capital guarantee or the bond as the subject and settles an account individually. There is not the capital guarantee as a general rule.

The fruit which is better than an ordinary deposit and the fixed deposits such as banks is expected, but can interpret it when this receives risk premium for having taken the risk equivalent to. A payoff in particular is lifted the ban on and, under the present conditions that the interest income for the deposit by the low interest cannot almost anticipate, attracts attention as an exclusive step for assets use.

I am multifarious by the investment of the investment trust I take how much risk, and how much return is provided. For example, as for the stocks, a risk is bigger than a bond, and it is said that the return is big. In addition, it is said that a risk and a return are big so that the thing which regards foreign countries as an investment than the thing which regards the country as an investment receives the influence of the exchange rate.

There is the Sharp ratio that William Forsythe Sharp which received Nobel prize in economics in the one of the standards that standardized a risk and the degree of the return developed. I subtract the interest rate of no risk asset from a prospective return and broke this in a risk undertaking, and, as for the thing having a big value with plus, use will be effective.

In addition, I become the gauging of the sweat shirt when I assume a denominator a beta risk. In the case of an investment trust, the evaluation index has many cases which a sharp ratio is used for.