World Economy Index Fund Series Surpasses 1 Trillion Yen in Assets

Key facts

  • World Economy Index Fund Series Surpasses 1 Trillion Yen in Assets
  • The 'World Economy Index Fund' series, managed by Sumitomo Mitsui Trust Asset Management, has surpassed 1 trillion yen in total net assets. The fund performs diversified investment in global bonds and stocks based on regional GDP ratios, aiming to capture the growth of the world economy.
  • Source: PR Times
  • Date: May 25, 2026

Direct answer

The 'World Economy Index Fund' series, managed by Sumitomo Mitsui Trust Asset Management, has surpassed 1 trillion yen in total net assets. The fund performs diversified investment in global bonds and stocks based on regional GDP ratios, aiming to capture the growth of the world economy.

Citation
World Economy Index Fund Series Surpasses 1 Trillion Yen in Assets (May 25, 2026), PR Times
Source
PR Times
Date
May 25, 2026
The 'World Economy Index Fund' series, managed by Sumitomo Mitsui Trust Asset Management, has surpassed 1 trillion yen in total net assets. The fund performs diversified investment in global bonds and stocks based on regional GDP ratios, aiming to capture the growth of the world economy.
その他NQ 87/100出典:PR Times

📋 Article Processing Timeline

  • 📰 Published: May 25, 2026 at 23:05
  • 🔍 Collected: May 25, 2026 at 14:31
  • 🤖 AI Analyzed: May 25, 2026 at 14:33 (1 min after Collected)
World Economy Index Fund

The World Economy Index Fund has invested in global bonds and stocks based on a basic asset allocation ratio determined by the GDP of each region (Japan, developed countries, and emerging markets), successfully capturing global economic growth. While there have been short-term declines, the fund has maintained solid long-term performance.

Investment Status of the World Economy Index Fund

We remain committed to further improving our investment performance and appreciate your continued support.

*The target consists of public investment trusts managed by Sumitomo Mitsui Trust Asset Management, including DC (Defined Contribution) pension-specific funds, that contain 'World Economy Index' in their name.

*For fund details, please check the prospectus.

World Economy Index Fund
https://www.smtam.jp/fund/detail/_id_140844/

FAQ

What are the characteristics of the World Economy Index Fund?

The World Economy Index Fund is an investment trust that diversifies investments in global bonds and stocks based on the GDP ratios of Japan, developed countries, and emerging countries.

What is the net asset value of the World Economy Index Fund?

The total net asset value has exceeded 1 trillion yen.

Which company manages the fund?

The fund is managed by Sumitomo Mitsui Trust Asset Management Co., Ltd.

Is the principal investment guaranteed?

The principal investment and returns are not guaranteed, and the net asset value fluctuates.

Where can I find more details?

You can find more details on the official website (https://www.smtam.jp/fund/detail/_id_140844/) and the prospectus.