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What Is the Growth Investment Quota?

The Growth Investment Quota is a tax-free investment allowance under Japan's new NISA scheme that covers a broad range of financial products, including individual stocks.

This is a Japan-specific tax scheme. If you are not a Japanese tax resident, it does not apply to you, or different rules will apply where you live.

How it works

The Growth Investment Quota is one part of the new NISA's tax-free allowance. It covers listed stocks and a broad range of mutual funds, and dividends, distributions, and capital gains earned within it can be received tax-free.

Difference from the Tsumitate Investment Quota

The Tsumitate Investment Quota (see related page) is limited to certain mutual funds suited to long-term, installment-based, diversified investing, while the Growth Investment Quota covers a broader range of products, including individual stocks — which is the main difference between the two.

This article is provided for general informational purposes only and does not recommend or solicit the purchase or sale of any specific investment method or security. Final investment decisions are your own responsibility.

Frequently Asked Questions

What can I buy with the Growth Investment Quota?
Listed stocks and a wider range of mutual funds than the Tsumitate Investment Quota. However, certain products — such as stocks under supervision or slated for delisting, and some mutual funds — are excluded.
What is the tax-free allowance for the Growth Investment Quota?
Statutory annual and lifetime caps exist, but because the scheme can be revised, please confirm the current figures with the NTA, the FSA, or a qualified tax accountant.

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