Commons Asset Management Launches New Global 30 Fund After 12 Years

Commons Global 30 Fund Launch Announcement

Commons Asset Management, headquartered in Minato City, Tokyo, has made an exciting announcement regarding the launch of a new actively managed public investment trust, the Commons Global 30 Fund. This fund is designed to focus on long-term investments in approximately 30 globally selected companies, excluding those from Japan. The fund marks a significant milestone, being the first of its kind in 12 years since the launch of The 2020 Vision Fund back in December 2013.

Expert Guidance from Walter Scott

To ensure the success of the Commons Global 30 Fund, Commons Asset Management will receive investment advice from the renowned firm Walter Scott & Partners Limited, known for its expertise in long-term investing. Their global reputation as a leading asset management firm is expected to enhance the fund's potential and offer investors a promising investment avenue.

On October 2, Commons Asset Management submitted its securities notification to the Kanto Finance Bureau, officially kicking off the launch process of the Commons Global 30 Fund.

Sales and Investment Schedule

The initial recruitment for the fund will commence on October 20, 2025, through direct sales handled by Commons Asset Management. The settings and investments for the fund are planned to start on December 3, 2025. Additionally, this fund qualifies for NISA (Nippon Individual Savings Account) growth investment limits, allowing for tax-free long-term investments.

Background Behind the New Fund

Since 2018, Commons Asset Management has been building a strong relationship with Walter Scott & Partners, and through this collaboration, both firms have recognized their philosophical alignment in investment approaches, processes, and corporate cultures. With increasing global inflation and geopolitical risks, the focus of the fund is on investing in globally competitive companies that display exceptional capacity for wealth creation and enduring competitive advantages.

This mutual vision has led to the establishment of the Commons Global 30 Fund, aiming to provide investors with robust long-term investment opportunities while contributing to a vibrant society for current and future generations.

Message from the CEO, Tetsuro Iii

Tetsuro Iii, President and Chief Operating Officer, expressed his enthusiasm regarding the partnership with Walter Scott. He believes that the Commons Global 30 Fund will offer a valuable choice for investors seeking to build long-term wealth while also gaining insights into excellent global companies and business models. "We are thrilled to have been chosen by Walter Scott as a partner to provide these innovative products, underscoring our commitment to long-term investing since our inception. Let’s explore the world of long-term investment together!" he stated.

About Commons Asset Management

Founded in November 2007, Commons Asset Management started managing the Commons 30 fund in January 2009. The fund originally launched with an investment of ¥118.14 million and, as of September 2025, has grown to a total net asset value of ¥73.17 billion. The Commons 30 fund emphasizes the importance of long-term, concentrated investments in a limited number of stocks, fostering co-created value through dialogues with investors.

About Walter Scott

Established in Edinburgh, UK, in 1983, Walter Scott has maintained a steadfast commitment to protecting and growing client assets through a long-term investment philosophy. The firm continues to invest in companies exhibiting remarkable wealth creation capabilities.