Securities Report (Domestic Investment Trust Beneficiary Certificates) - 26th Period (2025/04/22 - 2026/04/20)

Sumitomo Life Asset Management Co., Ltd. Securities Report (Domestic Investment Trust Beneficiary Certificates) - 26th Period (2025/04/22 - 2026/04/20)

This securities report is submitted by Sumitomo Life Asset Management Co., Ltd. regarding its domestic investment trusts, in accordance with the Financial Instruments and Exchange Act to ensure transparent disclosure to investors. The reporting period covers the 26th fiscal term from April 22, 2025, to April 20, 2026.

The investment trust aims for long-term capital growth through diversified investments across various asset classes, including equities, bonds, and REITs. The investment strategy combines macroeconomic analysis with fundamental evaluation of individual securities, aiming to maximize risk-adjusted returns.

This report provides detailed information on the current period's investment performance, portfolio composition, risk factors, fee structure, and future outlook. It also discloses the breakdown of trust fees and sales commission structures to enhance transparency for investors.

Sumitomo Life Asset Management Co., Ltd. is an asset management joint venture established by Sumitomo Life Insurance and Monex Group. The company focuses not only on institutional investors but also on developing investment products for individual investors. Leveraging strategic asset allocation based on global market trends, the firm is actively integrating ESG investing and carbon-neutral strategies into its operations.

By filing this report, investors are equipped with reliable information to make informed asset management decisions. The company will continue to strengthen governance and investor protection through regular and timely disclosures.