Information on the net asset value and investment trust SBI 日本株4.3ブル is provided, including basic details such as the inception date, maturity date and an overview of the investment policy.
SBI 日本株4.3ブル follows an investment policy that invests in government and corporate bonds while using stock index futures trading, and aims to achieve investment results in which daily movements in the net asset value are approximately 4.3 times those of the domestic equity market as a whole. The inception date is 19 December 2017, and the maturity date is 7 September 2027.
According to the published return information, the 1-year cumulative total return is +204.2%, the 3-year annualised return is +76.48%, the 5-year annualised return is +40.6%, the cumulative total return since inception is +605.01%, and the annualised return since inception is +25.01%. The Sharpe ratio is shown as 1.36 on an annualised basis.
The fund is reported to have 18 distributors. Information states that details of the portfolio holdings and full investment reports are disclosed by the asset management company. The page also provides a link to an external website as a precautionary notice and advises users to consult the investment reports for the latest portfolio holdings.