Information on the Rakuten Japan Equity 4.3x Bull investment trust, managed by Rakuten Group, including its NAV, inception date and redemption date, has been published. The trust was launched on 7 October 2015 and is scheduled for redemption on 14 June 2028. Its policy is to adjust long positions in stock index futures to approximately 4.3 times the total net assets of the investment trust, with the aim of making movements in its NAV approximately 4.3 times those of the domestic market as a whole.
Rakuten Japan Equity 4.3x Bull is an investment trust managed by Rakuten Group. Its primary investments are domestic stock index futures and short-term Japanese government bonds. Its investment policy is to adjust long positions in stock index futures to approximately 4.3 times total net assets, with the aim of making daily movements in its NAV approximately 4.3 times those of the domestic equity market as a whole.
The basic information lists the inception date as 7 October 2015 and the redemption date as 14 June 2028.
The return and risk section presents total returns and annualized figures for 1 year, 3 years, 5 years, 10 years and since inception, as well as the Sharpe ratio and risk. The latest figures include a 1-year total return of +278.38% and a since-inception return of +917.88%.
The management company is Rakuten Investment Management Co., Ltd., and there are 21 distributors.