#Japan #SBI Securities #Minato, Tokyo #Alternative Investment #SBI Group

Introduction

On August 15, 2025, SBI Securities, a prominent player in Japan's financial market, announced the launch of its latest investment product, the SBI Alternative High Income Select Fund. This fund represents the second initiative under its "democratization of alternative investments" campaign, following the success of the SBI-Man Liquid Trend Fund.

The main goal of this new fund is to provide retail investors with access to diverse alternative investments in a simpler, more cost-effective manner. Scheduled to begin operations on September 9, 2025, this investment scheme has been structured as an incremental type of investment trust, focusing on overseas assets, particularly in public and private credit markets.

Fund Overview

The SBI Alternative High Income Select Fund aims to give investors opportunities in various investment areas, including private loans, collateralized debt obligations (CLOs), and high-yield bonds. By investing in overseas ETFs managed by major global asset management firms, the fund diversifies its exposure to both private and public credit markets.

Investors can expect a Annual Effective Cost of approximately 1.5204% after accounting for trust fees related to the investment targets.

Investment Strategy

The fund invests in renowned ETFs such as:

• - KKR Credit Income Fund (KKC)
• - SPDR Blackstone Senior Loan ETF (SRLN)
• - Franklin Senior Loan ETF (FLBL)
• - Janus Henderson B-BBB CLO ETF (JBBB)
• - SPDR SSGA IG Public & Private Credit ETF (PRIV)

This diversification across ETFs is designed to mitigate risks while enhancing potential returns for investors. Furthermore, the average net asset value of the fund will be published every business day, ensuring transparency and facilitating daily subscriptions and cancellations.

Performance and Flexibility

The fund distinguishes itself through its high agility and user-friendliness compared to similar offerings in the Japanese market, particularly regarding alternative asset investments. Investors will be able to receive their redemption proceeds six business days after cancellation requests, which sets this fund apart from many conventional investment trusts.

The launch aims to create an efficient investment portfolio for individual investors while promoting comprehensive wealth building through accessible alternative investment solutions. By lowering entry barriers and costs, SBI Securities emphasizes the importance of democratizing alternative investments within Japan’s financial landscape.

Conclusion

The SBI Alternative High Income Select Fund is poised to reshape the investment environment for individual investors in Japan. By leveraging global investment opportunities and providing a transparent, flexible investment vehicle, SBI Securities continues to reinforce its commitment to enhancing the financial literacy and investment capabilities of the Japanese populace.

In an era where financial products become more complex, this fund is a step towards making alternative investments easier to understand and access for everyone, showcasing the innovative spirit of the SBI Group.

For further information about the fund and to explore detailed eligibility and features, one can visit the official SBI Securities website and take a deeper look at this pioneering financial product.

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Stay tuned for more updates as we progress into a new era of investment opportunities in Japan.