The Power to Choose a Better Future: The Appeal of Active Funds with Excellent Investment Philosophies

There are two types of investment trusts: index funds and active funds.

Index funds are a way to entrust your money while believing in the growth of the world as a whole. It is a very simple and powerful method.

On the other hand, active funds embody the intention of 'how you want to choose the future.'
I believe that their unique appeal arises not just from aiming for returns, but because they have an investment philosophy behind them✨️

1. The Importance of Having a Philosophy

The reality is that active funds are a mixed bag. Unfortunately, there are some that have high fees but no visible philosophy.

That is why funds with a clear philosophy—such as 'what kind of future do we believe in, and what kind of companies do we want to support?'—shine.

A philosophy is a compass.
In the volatile world of investing, it shows us a long-term course without being swayed by short-term trends✨️

2. Appeal Beyond the Numbers

Excellent active funds have an appeal that cannot be explained by performance alone.

For example, they embody a stance of wanting to support companies that make the future better, and a wish to leave a prosperous society for the next generation.

When we entrust our money, I believe we are also entrusting our hopes of 'wanting to believe in this kind of future' and 'wanting to leave behind this kind of society'✨️

3. What We Can Do

Of course, no one can guarantee the future.
Furthermore, the performance of active funds does not necessarily outperform index funds.

Even so, I feel that entrusting your money to a fund with a philosophy you resonate with goes beyond mere investment; it is 'choosing the future'✨️

4. Conclusion

If index funds are 'investing by believing in the global economy as a whole,' then active funds are 'investing by putting your intentions into money to choose a better future.'

I hope to be able to chart my own course while successfully incorporating both🐾

What kind of philosophy would you want a fund to have before you entrust your future to it?

Thank you for reading until the end✨️

For those who would like to think about the 'philosophy of money' with me, I would be very happy if you could give me a like or follow🌈

Please have a wonderful time☺️🍀


🐾Self-introduction of the 'Dog that Philosophizes about Money'🐾