Securities Report (Domestic Investment Trust Beneficiary Certificates) - 18th Period (2025/04/15 - 2026/04/13)

Sumitomo Mitsui DS Asset Management Co., Ltd. Securities Report (Domestic Investment Trust Beneficiary Certificates) - 18th Period (2025/04/15 - 2026/04/13)

Pursuant to the Financial Instruments and Exchange Act, we hereby submit this securities report regarding domestic investment trust beneficiary certificates. This report covers the 18th fiscal period from April 15, 2025, to April 13, 2026, and includes detailed information on investment trust performance, financial condition, risk factors, and management policies.

The investment trust primarily invests in domestic equities and bonds, adopting an investment strategy aimed at stable asset growth. In managing the portfolio, we prioritize beneficiary interests while maintaining rigorous risk management, taking into account market trends and macroeconomic conditions.

The report provides comprehensive disclosures on investment performance, portfolio composition, fee structures, trustee compensation, portfolio managers, supervisory opinions, and compliance systems. It also includes forward-looking statements, macroeconomic analysis, and risk warnings designed to support informed investment decisions.

This report is publicly available on the Financial Services Agency's EDINET system and the company's official website, ensuring accessibility for investors and stakeholders. Our commitment to transparency and investor protection underpins our approach to accurate and comprehensive disclosure.

Going forward, we will continue enhancing governance and investment quality to maintain our position as a trusted asset management firm.