Announced details
Wealth building for individual investors, index investing, high-dividend stocks, gold, alternative investments, and digital asset investments including crypto-assets
Total net assets of public investment trusts increased by ¥1 trillion in approximately five months after surpassing ¥5 trillion, reaching six times the level in approximately three years and 10 months after exceeding ¥1 trillion in July 2022
Total net assets of SBI Asset Management's public investment trusts: surpassed ¥6 trillion on 1 June 2026. Combined total for the three group companies: approximately ¥9.3 trillion (the balances of the other companies and the group total were as of the end of April 2026)
SBI Asset Management is a subsidiary of the Company. Hikari Tsushin Investment Advisors is the party providing investment advice for the SBI Hikari High-Quality Value Stock Fund.
Financial instruments business operator registration number: Director of the Kanto Local Finance Bureau (Kinsho) No. 311. Other information: Not disclosed
In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.
Information published by the Investment Trusts Association, Japan, and data from Wealth Advisor Co., Ltd. (both serving as the basis for some figures)
| Item | Details |
|---|---|
| Names of Products / Services Covered | Public investment trusts, SBI-V-S&P 500 Index Fund, SBI Yomiuri 333 Index Fund, SBI NASDAQ100 Index Fund, SBI iShares Gold Fund, SBI Japan High Dividend Equity Fund (Distribution) (Quarterly Distribution Class), SBI Regional Revitalization Japan High Dividend Stock Fund, SBI Hikari High-Quality Value Stock Fund, SBI-Man Liquid Trend Fund, SBI Alternative High Income Select Fund (Quarterly Distribution) |
| Relationship with the Company | SBI Asset Management is a subsidiary of the Company. Hikari Tsushin Investment Advisors is the party providing investment advice for the SBI Hikari High-Quality Value Stock Fund. |
| Launch date | 1 June 2026 (the date on which the total net assets of SBI Asset Management's public investment trusts surpassed ¥6 trillion). Some new products are scheduled to be launched in May and July, although the year was not specified. |
| Applicable area | Wealth building for individual investors, index investing, high-dividend stocks, gold, alternative investments, and digital asset investments including crypto-assets |
| Registration number and expiry date | Financial instruments business operator registration number: Director of the Kanto Local Finance Bureau (Kinsho) No. 311. Other information: Not disclosed |
| Quantitative Effects | Total net assets of public investment trusts increased by ¥1 trillion in approximately five months after surpassing ¥5 trillion, reaching six times the level in approximately three years and 10 months after exceeding ¥1 trillion in July 2022 |
| Usage history | Total net assets of SBI Asset Management's public investment trusts: surpassed ¥6 trillion on 1 June 2026. Combined total for the three group companies: approximately ¥9.3 trillion (the balances of the other companies and the group total were as of the end of April 2026) |
| Source | Information published by the Investment Trusts Association, Japan, and data from Wealth Advisor Co., Ltd. (both serving as the basis for some figures) |
Items this document does not state (10)
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 company is expanding its product lineup centered on low-cost index funds, launching highly distinctive products, and offering products in the alternative investment sector.