Eastspring Global Dynamic Equity Fund Launching in March 2026 to Attract Investors Worldwide
Eastspring Investments Co., Ltd., based in Chiyoda, Tokyo, has announced the launch of a new fund, the Eastspring Global Dynamic Equity Fund, which will commence operations on March 27, 2026. The initial subscription period will run from March 16 to March 26, 2026, facilitated through partnerships with securities firms such as SBI Securities, Hanyou Securities, Monex Securities, Musashi Securities, and Rakuten Securities. The company plans to expand the list of distribution partners in the future.
The Eastspring Global Dynamic Equity Fund primarily aims to invest in stocks and similar instruments across the globe. The investment strategy will focus on identifying leading companies in high-growth sectors that demonstrate significant innovation and competitiveness. The fund will utilize comprehensive fundamental analysis to assess a company’s competitive advantages and growth potential while also monitoring market trends such as stock price movements and earnings forecasts. This dual approach aims to select market leaders with the potential for growth that exceeds investor expectations, ultimately targeting long-term asset appreciation through investments in true market leaders.
The fund will be managed by AGF Investments Inc., a subsidiary of AGF Management Limited, which has been operational since 1957 and is headquartered in Toronto, Canada. AGF’s total assets under management reached approximately $42.4 billion (about 6.3 trillion yen) as of September 2025. AGF Investments employs a rigorous bottom-up research methodology complemented by a top-down perspective that takes into account macroeconomic trends and financial cycles. The goal is to accurately identify companies expected to achieve high growth in various investment environments while ensuring consistency with the fund's investment policy.
Investors should be aware that the price of the fund's shares can fluctuate due to changes in the value of the underlying securities, which differ from deposits. The fund's assets will primarily consist of foreign currency-denominated investments, exposing it to currency risk. Investors should note that the principal amount invested is not guaranteed, and a decline in the fund's value may result in losses that bring the investment below the initial capital. All gains or losses from the management of the fund are attributed solely to investors.
The fund is not subject to the cooling-off period provisions of the Financial Instruments and Exchange Act (Article 37-6). In the event of a mass withdrawal during adverse market conditions, liquidity of the fund’s assets may decline, potentially affecting trading prices. Market disruptions may also necessitate the suspension of purchases and redemptions of units. Furthermore, distributions might exceed the realized income generated during the calculation period, resulting in the possibility that distributions diminish the fund's net assets, causing a decline in share price.
Investment principles and taxation regarding fund performance may undergo changes affecting future valuations. Eastspring Investments is committed to integrating environmental, social, and governance (ESG) factors into its investment decision-making processes, aligned with the United Nations-supported Principles for Responsible Investment (PRI).
Eastspring Investments manages assets worth approximately $286 billion (about 42 trillion yen) as of September 2025. The company operates in 12 markets, including Japan, Singapore, China, Hong Kong, India, Indonesia, Malaysia, Thailand, Taiwan, Vietnam, Luxembourg, and the United States. The firm’s commitment to responsible investment practices underlies its investment operations, enhancing transparency and accountability within its portfolio management strategies.
This announcement serves to inform potential investors and does not constitute an investment solicitation in accordance with financial disclosure laws.
Fund Characteristics
The Eastspring Global Dynamic Equity Fund primarily aims to invest in stocks and similar instruments across the globe. The investment strategy will focus on identifying leading companies in high-growth sectors that demonstrate significant innovation and competitiveness. The fund will utilize comprehensive fundamental analysis to assess a company’s competitive advantages and growth potential while also monitoring market trends such as stock price movements and earnings forecasts. This dual approach aims to select market leaders with the potential for growth that exceeds investor expectations, ultimately targeting long-term asset appreciation through investments in true market leaders.
Management Structure
The fund will be managed by AGF Investments Inc., a subsidiary of AGF Management Limited, which has been operational since 1957 and is headquartered in Toronto, Canada. AGF’s total assets under management reached approximately $42.4 billion (about 6.3 trillion yen) as of September 2025. AGF Investments employs a rigorous bottom-up research methodology complemented by a top-down perspective that takes into account macroeconomic trends and financial cycles. The goal is to accurately identify companies expected to achieve high growth in various investment environments while ensuring consistency with the fund's investment policy.
Investment Risks
Investors should be aware that the price of the fund's shares can fluctuate due to changes in the value of the underlying securities, which differ from deposits. The fund's assets will primarily consist of foreign currency-denominated investments, exposing it to currency risk. Investors should note that the principal amount invested is not guaranteed, and a decline in the fund's value may result in losses that bring the investment below the initial capital. All gains or losses from the management of the fund are attributed solely to investors.
Important Considerations
The fund is not subject to the cooling-off period provisions of the Financial Instruments and Exchange Act (Article 37-6). In the event of a mass withdrawal during adverse market conditions, liquidity of the fund’s assets may decline, potentially affecting trading prices. Market disruptions may also necessitate the suspension of purchases and redemptions of units. Furthermore, distributions might exceed the realized income generated during the calculation period, resulting in the possibility that distributions diminish the fund's net assets, causing a decline in share price.
Investment principles and taxation regarding fund performance may undergo changes affecting future valuations. Eastspring Investments is committed to integrating environmental, social, and governance (ESG) factors into its investment decision-making processes, aligned with the United Nations-supported Principles for Responsible Investment (PRI).
About Eastspring Investments
Eastspring Investments manages assets worth approximately $286 billion (about 42 trillion yen) as of September 2025. The company operates in 12 markets, including Japan, Singapore, China, Hong Kong, India, Indonesia, Malaysia, Thailand, Taiwan, Vietnam, Luxembourg, and the United States. The firm’s commitment to responsible investment practices underlies its investment operations, enhancing transparency and accountability within its portfolio management strategies.
This announcement serves to inform potential investors and does not constitute an investment solicitation in accordance with financial disclosure laws.
Topics Financial Services & Investing）
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