Sumitomo Mitsui DS Asset Management Co., Ltd. Securities Report (Domestic Investment Trust Beneficiary Certificates) - 41st Period (2025/10/09 - 2026/04/08)

This report is prepared in accordance with Article 24 of the Financial Instruments and Exchange Act, disclosing material information regarding domestic investment trust beneficiary certificates. The investment trusts covered are managed by Sumitomo Mitsui DS Asset Management Co., Ltd. and offered to both individual and institutional investors.

The reporting period spans six months, from October 9, 2025, to April 8, 2026. During this period, the report discloses, in compliance with applicable laws and regulations, the investment performance, asset size, rate of return, fee structure, risk factors, any changes in investment policy, and other significant disclosures for each trust.

The preparation of this report aims to provide investors with accurate and understandable information. It comprehensively covers details relevant to investment decisions, including trust asset performance, portfolio composition, major holdings, fee schedules, and governance frameworks.

The report also discusses the potential impact of changing market conditions, global and domestic economic trends, and monetary policy developments on future investment operations, reflecting a commitment to supporting investors' long-term asset formation.

As a key document for ensuring transparency and reliability in investment trusts, this report will be submitted to the Financial Services Agency and published on the company's official website. It is intended to serve as a trustworthy information source for prospective and existing investors alike.

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  • Source: PR Times
  • Category: News
  • Dates in source: 2025/10/09 / 2026/04/08