Announced details
Diversified investment in Japanese equities; long-term, regular and diversified investment; NISA (Growth Investment Quota and Tsumitate Investment Quota)
Since the Yomiuri Stock Price Index was first published, it has outperformed TOPIX. During the market decline in April 2025, its decline was relatively smaller than those of the Nikkei 225 and TOPIX.
SBI Asset Management, a subsidiary of the Company, will launch and manage a fund designed to track the investment performance of the Yomiuri Stock Price Index (Yomiuri 333), which is calculated and published by The Yomiuri Shimbun. Capital and personnel relationships were not disclosed.
A newspaper publisher that began calculating and publishing the Yomiuri Stock Price Index (Yomiuri 333) in March 2025. Other information, including its location, representative, capital and year of establishment, was not disclosed.
The Yomiuri Stock Price Index (Yomiuri 333) comprises 333 stocks and uses an equal-weighting approach, with each stock accounting for approximately 0.3%.
Trust fee: 0.132% per annum (including tax)
The company does not address Contract Value / Impact on Business Performance.
SBI Asset Management research based on data from Wealth Advisor Co., Ltd. SBI Asset Management research based on data from Bloomberg and other sources.
| Item | Details |
|---|---|
| Names of Products / Services Covered | SBI Yomiuri 333 Index Fund (nickname: SBI Yomiuri 333) |
| Counterparty | The Yomiuri Shimbun |
| Counterparty overview | A newspaper publisher that began calculating and publishing the Yomiuri Stock Price Index (Yomiuri 333) in March 2025. Other information, including its location, representative, capital and year of establishment, was not disclosed. |
| Relationship with the Company | SBI Asset Management, a subsidiary of the Company, will launch and manage a fund designed to track the investment performance of the Yomiuri Stock Price Index (Yomiuri 333), which is calculated and published by The Yomiuri Shimbun. Capital and personnel relationships were not disclosed. |
| Offering price | Trust fee: 0.132% per annum (including tax) |
| Launch date | 30 April 2026 (scheduled): date on which offering, launch and investment management will begin |
| Applicable area | Diversified investment in Japanese equities; long-term, regular and diversified investment; NISA (Growth Investment Quota and Tsumitate Investment Quota) |
| Location scale | The Yomiuri Stock Price Index (Yomiuri 333) comprises 333 stocks and uses an equal-weighting approach, with each stock accounting for approximately 0.3%. |
| Quantitative Effects | Since the Yomiuri Stock Price Index was first published, it has outperformed TOPIX. During the market decline in April 2025, its decline was relatively smaller than those of the Nikkei 225 and TOPIX. |
| Source | SBI Asset Management research based on data from Wealth Advisor Co., Ltd. SBI Asset Management research based on data from Bloomberg and other sources. |
Items this document does not state (8)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To provide high-quality, low-cost investment products under a customer-first approach and contribute to investors' optimal asset formation.