#Japan #Minato #SBI Securities #Yomiuri 333 #Index Fund

Introduction to SBI Yomiuri 333 Index Fund

SBI Securities, based in Minato, Tokyo, has made a significant announcement regarding its new investment offering. Set to begin operations on April 30, 2026, the SBI Yomiuri 333 Index Fund (affectionately referred to as SBI Yomiuri 333) will aim to provide its investors with returns that mirror the performance of the Yomiuri Stock Index (Yomiuri 333). This new fund is positioned as a public investment trust that emphasizes diversified investment within the framework of Japanese equities.

What is the Yomiuri 333 Index?

The Yomiuri 333 Index, introduced in March 2025 by Yomiuri Shimbun, includes a carefully selected pool of 333 stocks from all listed companies in Japan. It is created based on criteria such as liquidity and company size ensuring a representative distribution of the stock market. What sets this index apart is its unique equal weighting methodology. This approach allocates approximately 0.3% to each component stock, thus limiting any heavy bias towards larger corporations. Consequently, the index more accurately reflects the dynamics of Japan's economy, encompassing a mix of mid-sized and regional enterprises.

Fund Details and Fee Structure

The SBI Yomiuri 333 Index Fund is designed to closely track the Yomiuri Stock Index, with a remarkably low annual trust fee of 0.132% (including tax), positioning it among the most competitively priced funds in the industry. Furthermore, it qualifies for NISA’s Growth Investment and Accumulation Investment quotas, making it an attractive option for investors interested in long-term, systematic, and diversified investment strategies in Japanese equities.

Promotional Campaign Launch

To celebrate the launch of this fund, SBI Securities will be holding a promotional campaign from April 30, 2026, to May 29, 2026. Investors participating in the fund may stand a chance to win up to 33,300 yen through a lottery designed for those who meet certain campaign conditions. Those eligible must enter the campaign and accumulate a minimum of 5,000 yen in total orders for the specified target investment trusts during the campaign period.

Prize Overview

• - Grand Prize: 33,300 yen for 3 lucky winners
• - Second Prize: 3,330 yen for an additional 330 winners

The campaign is open to individual customers using the internet course, including plan C, but does not cover direct, IFA, face-to-face channels, minor accounts, or corporate accounts.

Conclusion

With this innovative fund, SBI Securities is once again demonstrating its commitment to a customer-first philosophy by providing quality investment products at low costs. The company aims to support the long-term asset formation of its investors while addressing their diverse needs through a continuous enhancement of product and service offerings. The launch of the SBI Yomiuri 333 Index Fund marks a promising expansion in their product lineup, built on a strong foundation of market understanding and client orientation.

For more information on the fund and the campaign, you can visit SBI Securities.