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SBI Okasan Asset Management Triumphs at the 2026 R&I Fund Awards

SBI Okasan Asset Management Co., based in Chuo-ku, Tokyo, has announced a significant achievement at the 2026 R&I Fund Awards. Notably, the firm's "Japan New Technology Open" fund has been awarded for the fifth consecutive year, showcasing its consistent performance and commitment to excellence in fund management. Additionally, the "New Economic Growth Japan" fund has also received recognition at the awards. These accolades are a testament to the company’s robust investment philosophy and systematic decision-making processes.

Awards Overview

At the 2026 R&I Fund Awards, the following funds managed by SBI Okasan were acknowledged:

• - Outstanding Fund Award in Domestic Equity Growth for 10-Year Category: Japan New Technology Open
• - Outstanding Fund Award in Domestic Equity Core for 10-Year Category: New Economic Growth Japan

Background of the Awards: Investment Philosophy and Process

SBI Okasan’s approach to active management of Japanese equities is grounded in a philosophy that assesses intrinsic corporate value alongside market environment shifts. This dual perspective allows the firm to identify stocks likely to appreciate in value, blending bottom-up analyses with top-down assessments. This approach is particularly crucial, as stock prices tend to converge with corporate value in the long run while being influenced by market dynamics in the short term.

The ever-evolving stock market necessitates flexibility in investment styles. The firm adapts its strategies based on shifts in interest rates, policies, and geopolitical factors, focusing on stock characteristics that are expected to gain prominence in varying market conditions. Such adaptability has enabled SBI Okasan to make informed investment decisions aligned with the changing landscape. For example, ongoing assessments regarding interest rates and policy environments, alongside rising geopolitical risks, have led to recalibrations in stock selection and portfolio adjustments appropriate to each market phase. This ongoing commitment to strategic decision-making has culminated in enhanced performance, hence the recent awards.

Features of Each Fund

Japan New Technology Open

This fund centers on technology-focused sectors, recognizing tech stocks as vital to long-term economic growth. The strategy involves investing in a wide spectrum of technology-related equities beyond just IT, aiming to surpass market average returns. Moreover, careful selection emphasizes not only the technology sector itself but also potential price appreciation of selected stocks.

For more on investment risks and costs, visit: Fund Overview

New Economic Growth Japan

Rooted in an all-weather strategy, this actively managed domestic equity fund operates without reliance on specific themes or rigid rules. It employs both top-down and bottom-up analysis, considering a multitude of perspectives—ranging from companies and industries to economics and policies—to adapt portfolios according to evolving investment environments.

For detailed investment risks and costs, visit: Fund Overview

About the R&I Fund Awards 2026

The R&I Fund Awards aim to provide reference information based on trustworthy historical data evaluated by R&I. It is essential to note that these awards do not endorse the purchase, sale, or retention of specific financial products, nor do they guarantee future performance. This initiative is not part of a credit rating service and adheres to statutory measures to ensure it does not improperly influence credit rating activities.

Selection Process of the 2026 R&I Fund Awards

The selection process for the distinct investment trust categories considers various timeframes: three years for the Investment Trust Sector, ten years for the Investment Trust 10-Year Sector, and twenty years for the Investment Trust 20-Year Sector. The ranking is based on Sharpe ratios, factoring in maximum drawdowns, periods until redemption, and other benchmarks, further narrowed down to domestically registered public equity investment trusts, excluding specific pension funds and managed accounts. The evaluation date was set for March 31, 2026.

Investor Notice: Investment principal is not guaranteed, and market fluctuations can lead to losses. Potential investors must understand that profits and losses are attributed to them and are recommended to read the investment trust explanations and contracts thoroughly before making investment decisions.

Regulatory Information

SBI Okasan Asset Management Co., Ltd.

• - Registered Number: Kanto Financial Bureau Director (Financial Instruments Business) No. 370
• - Affiliated Association: Japan Investment Advisers Association

With these accolades, SBI Okasan Asset Management reaffirms its position as a leader in the investment management industry, committed to delivering value to investors through strategic, analytical, and adaptable investment solutions.