Sumitomo Mitsui Trust Asset Management Co., Ltd. Securities Report (Domestic Investment Trust Beneficiary Certificates) - 25th Period (2025/10/21 - 2026/04/20)
This report is prepared pursuant to Article 24 of the Financial Instruments and Exchange Act, with the purpose of disclosing information to investors of domestic investment trust beneficiary securities. The company continues to prioritize appropriate fund management and investor protection, maintaining transparent disclosure practices.
The 25th reporting period covers six months, from October 21, 2025, to April 20, 2026. We disclose below the investment performance, asset composition, risk factors, and outlook for this period.
Total assets under management are expected to increase slightly compared to the previous period, and we continue to maintain a balanced portfolio considering market trends in domestic and international equity and bond markets. Additionally, efforts are underway to strengthen ESG investment initiatives and implement AI-based risk monitoring systems.
We kindly ask investors to review this report and use it as a reference for future investment decisions.
FACT BOX
- Source: PR Times
- Category: News
- Dates in source: 2025/10/21 / 2026/04/20