New Addition to TAWARA No-Load Focus Series: Aerospace and Defense Fund Launch

New Focus on Aerospace and Defense: An Investment Opportunity

Asset Management One, a prominent asset management firm headquartered in Chiyoda, Tokyo, has announced the launch of their latest addition to the TAWARA No-Load Focus series, titled the "TAWARA No-Load Focus Aerospace and Defense." This fund is set to be officially established on November 28, 2025, with an initial subscription period beginning on November 10 and concluding on November 27, 2025. During this initial period, investors can secure their shares before the official launch, with opportunities to invest still available post-launch.

In light of rising geopolitical tensions, nations around the world are increasing defense budgets, not for offensive maneuvers but to ensure the safety of their citizens. This shift has placed the defense sector in the spotlight as an attractive investment area. The new fund aims to capitalize on this trend by also investing in aerospace, which is closely linked to defense in terms of disaster response, transportation infrastructure, and meteorological observation. The TAWARA No-Load Focus Aerospace and Defense is designed to assist investors in long-term asset formation by focusing on companies expected to show a positive upward trend in their stock prices within the defense and aerospace sectors.

Investment Strategy and Focus

The primary investment objective of this fund is to evaluate the price movements and performance of stocks within the defense and aerospace industries, selectively choosing top-performing stocks that are anticipated to show upward price trends. By carefully analyzing these markets, Asset Management One aims to provide substantial returns to its investors, demonstrating a commitment to supporting asset growth while addressing the evolving needs of the investment landscape.

Risk Factors to Consider

While the TAWARA No-Load Focus Aerospace and Defense Fund presents an exciting investment opportunity, it is also crucial for potential investors to consider the inherent risks associated with investing in mutual funds. These risks include stock price fluctuations, foreign exchange risks, credit risks, liquidity risks, and country risks. The fund's investments involve various securities whose prices can change due to market conditions, fluctuations in foreign exchange rates, and shifts in the credit profiles of issuers. Investors should be aware that the value of their investments may decrease, potentially resulting in losses — a reminder that there are no guarantees regarding initial investment amounts.

Fees and Costs

The fund boasts no purchase or redemption fees, making it an appealing option for many investors. However, there are operational management fees associated with the fund, calculated as a percentage of the daily net asset value (0.77% before tax) and may also include a portion of securities lending income, dependent on specific conditions set forth by the management. As a result, investors should review the detailed fee structure to fully understand the potential costs involved over the investment horizon.

About Asset Management One

Established in October 2016, Asset Management One has solidified its position among the top asset management firms in Japan, boasting an impressive asset management balance of approximately 72 trillion yen as of June 2025. The company leverages its extensive investment expertise and offers innovative solutions tailored to the diverse needs of both individual and institutional investors. With a mission of "nurturing the future through the power of investment," Asset Management One is dedicated to providing superior asset management services backed by robust research and strategic insights.

For more information, visit Asset Management One’s official website.