Announced details
The Company’s subsidiary, SPARX Asset Management Co., Ltd., manages the funds, while R&I selects the award recipients.
R&I. Details of its location, representative, capital, year of establishment and business activities are Not disclosed.
R&I Fund Award 2026, Mutual Funds / Asia Equity – Multi-Country Category, Best Fund Award
R&I Fund Award 2026, 10-Year Mutual Funds / Domestic Equity – Core Category, Outstanding Fund Award
R&I Fund Award 2026, 10-Year Mutual Funds / Domestic Small- and Mid-Cap Equity Category, Outstanding Fund Award
Rating and Investment Information, Inc. (R&I)
In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.
Selection by Rating and Investment Information, Inc. (R&I). Evaluation date: 31 March 2026.
| Item | Details |
|---|---|
| Names of Products / Services Covered | SPARX New International Quality Japanese and Asian Equity Fund (nickname: Selected Investment in Japan and Asia), SPARX New Internationally Excellent Japanese Equity Fund (nickname: Select Investment), SPARX Premium Japanese Micro-Cap Equity Fund (nickname: Value Discovery), SPARX M&S Japan Fund (nickname: Blossoming Small and Mid-Caps) |
| Counterparty | Rating and Investment Information, Inc. (R&I) |
| Counterparty overview | R&I. Details of its location, representative, capital, year of establishment and business activities are Not disclosed. |
| Relationship with the Company | The Company’s subsidiary, SPARX Asset Management Co., Ltd., manages the funds, while R&I selects the award recipients. |
| Applicable area | Asia Equity – Multi-Country, Domestic Equity – Core, Domestic Small- and Mid-Cap Equity |
| Award/certification name | R&I Fund Award 2026, Mutual Funds / Asia Equity – Multi-Country Category, Best Fund Award, R&I Fund Award 2026, 10-Year Mutual Funds / Domestic Equity – Core Category, Outstanding Fund Award, R&I Fund Award 2026, 10-Year Mutual Funds / Domestic Small- and Mid-Cap Equity Category, Outstanding Fund Award |
| Awarding / certifying body | Rating and Investment Information, Inc. (R&I) |
| Source | Selection by Rating and Investment Information, Inc. (R&I). Evaluation date: 31 March 2026. |
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 awards were based on rankings using the Sharpe ratio, with maximum drawdown, the period remaining until the scheduled redemption date, asset size and other factors also taken into account in R&I’s selection process.