Announced details
Investment in companies that benefit from technological innovation and changes in industrial structure related to U.S. national strategy
Approximately 45.5% performance since inception
Total net assets exceeded ¥30 billion as of 15 May 2026
SBI Okasan Asset Management Co., Ltd. is a group company of ours and the asset management company that launched the fund on 26 December 2024.
Chuo-ku, Tokyo (SBI岡三アセットマネジメント株式会社)
In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.
| Item | Details |
|---|---|
| Names of Products / Services Covered | U.S. National Strategy-Related Equity Fund |
| Relationship with the Company | SBI Okasan Asset Management Co., Ltd. is a group company of ours and the asset management company that launched the fund on 26 December 2024. |
| Launch date | 26 December 2024 (already launched) |
| Applicable area | Investment in companies that benefit from technological innovation and changes in industrial structure related to U.S. national strategy |
| Location | Chuo-ku, Tokyo (SBI岡三アセットマネジメント株式会社) |
| Quantitative Effects | Approximately 45.5% performance since inception |
| Usage history | Total net assets exceeded ¥30 billion as of 15 May 2026 |
Items this document does not state (11)
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.The fund focuses on technological innovation and changes in industrial structure driven by U.S. national strategy and invests in companies that benefit from these developments. It has also received support from many investors.