SuMi TRUST offers a range of investment approaches, including equity investments, to suit institutional clients’ needs.  If you are a family office looking for a well-researched local Japanese active equity manager with strong track record of alpha generation, a pension fund seeking a bespoke Japanese equity strategy to fit your needs or a sovereign wealth fund looking for diversification of your large global indexing mandate, we have the answer.

Active Capabilities

Japanese Equity

Japan Quality Growth Strategy

The strategy aims to provide investors with long term capital appreciation through investment in equity securities listed on the Recognised Exchanges in Japan. We construct a portfolio through a bottom-up approach, identifying companies with the potential for EPS (earnings per share) growth over multiple years with above average ROE (return on equity).

Japan Micro-Cap Strategy

The strategy aims to generate long term capital growth by investing predominantly in micro cap stocks, which are often overseen by institutional investors. Its investment process focuses on “long-term growth potential “and “change in earnings trend”.

Global Equity

Passive Capabilities

Indexing

SuMi TRUST have extensive experience providing passive products to meet the increasingly diversified and sophisticated needs of our varied range of clients. We believe that excellent, high quality indexing products require an erudite balance of tracking accuracy, cost and opportunities to enhance return.

We aim to provide clients with a wholly rounded and flexible offering that best aligns with the needs and interests of each client. Whether it’s tracking a traditional, bespoke or augmented benchmark, we are confident our expertise will make us a valuable partner for your unique passive institutional needs.

News & Insights

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Insights

Japan’s Semiconductor Market Makes A Strong Comeback!

In this article we will shed some light on semiconductors in Japan, focusing on industry trends and the efforts of the Japanese government, following the powerful message delivered by Prime Minister Kishida at the opening ceremony of SEMICON Japan.
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News

SuMi TRUST expands assets abroad on Middle East mandates

[EXTERNAL LINK] In an article with Nikkei Asia, Yoshio Hishida, chief executive officer at Sumitomo Mitsui Trust Asset Management, discusses SuMi TRUST's presence in the Middle Eastern region, which accounts for 90% of the firm's assets from overseas.
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News

Market Review for January 2024

In January, Japanese equities rebounded in price due to a weaker yen and higher U.S. stock prices. The TOPIX surged by 7.8% to its highest point in the past 2 months, while the Nikkei 225 reached the 36,000-yen level, up by 8.4%. Growth factors dominated towards the beginning of the month, but were overtaken by value factors in the latter half of the month. Meanwhile large cap stocks outperformed this month.