Three New Funds Added to the SMT Trend Ranking Series!
Sumitomo Mitsui Trust Asset Management has announced the launch and commencement of subscriptions for three new funds: the SMT India Equity Momentum Fund, SMT Global Equity Momentum Fund, and SMT Developed Markets Equity Momentum Fund. These funds utilize a "momentum" strategy, focusing on stock price trends to select stocks, and are eligible for NISA's Growth Investment Framework.
📋 Article Processing Timeline
- 📰 Published: May 18, 2026 at 18:00
- 🔍 Collected: May 18, 2026 at 09:31
- 🤖 AI Analyzed: May 18, 2026 at 23:08 (13h 36m after Collected)
Sumitomo Mitsui Trust Asset Management Co., Ltd. (President & CEO: Takahiro Kobayashi, hereinafter "the Company") announces that it will begin accepting subscriptions from today for three newly established funds: "SMT India Equity Momentum Fund (Nickname: Trend Ranking - India Stocks)", "SMT Global Equity Momentum Fund (Nickname: Trend Ranking - Global Stocks)", and "SMT Developed Markets Equity Momentum Fund (Nickname: Trend Ranking - Developed Markets Stocks)" (hereinafter collectively referred to as "the Funds"). The Funds aim to capture market "leadership changes" by focusing on "momentum," which indicates the strength and direction of stock prices, and carefully selecting stocks. Furthermore, the Funds are eligible for the "Growth Investment Framework (Special Non-Taxable Management Account)" of NISA. The Company will continue to pursue asset management approaches that are appropriate for the times and new forms of asset management that meet the expectations entrusted to the future. *The above-mentioned management may not be possible depending on fund flows, market trends, the size of the trust property, etc. *For details on each fund, please check the delivery prospectus for each fund. SMT India Equity Momentum Fund (Nickname: Trend Ranking - India Stocks) https://www.smtam.jp/fund/detail/_id_510252/ SMT Global Equity Momentum Fund (Nickname: Trend Ranking - Global Stocks) https://www.smtam.jp/fund/detail/_id_510254/ SMT Developed Markets Equity Momentum Fund (Nickname: Trend Ranking - Developed Markets Stocks) https://www.smtam.jp/fund/detail/_id_510255/ 【 Important Notices 】 This document has been prepared by Sumitomo Mitsui Trust Asset Management and is not a disclosure document based on the Financial Instruments and Exchange Act. When applying for purchase, please be sure to confirm the contents of the latest investment trust explanatory document (delivery prospectus) and make your own judgment. Investment trusts invest in securities, etc. that have price fluctuations (foreign currency-denominated assets are subject to foreign exchange risk), so the net asset value fluctuates. Therefore, the investment principal and yield are not guaranteed. All profits and losses from the fund's operation belong to the investors. Investment trusts are different from deposits and insurance contracts and are not protected by the Deposit Insurance Corporation of Japan and the Life Insurance Policyholders Protection Corporation of Japan. In addition, if purchased from a non-securities company, they are not protected by the Japan Investor Protection Fund. This document is based on various information, etc. deemed reliable, but its accuracy and completeness are not guaranteed. It is also subject to change without notice in the future. The charts, figures, and other data in this document are based on past data and do not indicate or guarantee future results. In addition, management policies, etc. may change due to future changes in the market environment. Sumitomo Mitsui Trust Asset Management Co., Ltd. HP: https://www.smtam.jp/ Financial Instruments Business Operator, Kanto Local Finance Bureau (Kinsho) No. 347 Member of: The Investment Trusts Association, Japan