[SBI Securities] Announcement of Commencement of Handling for "SBI Yomiuri 333 Index Fund"

SBI Securities has announced the commencement of handling for the "SBI Yomiuri 333 Index Fund," which will be established and managed by SBI Asset Management. This fund aims to track the Yomiuri Stock Price Index (Yomiuri 333) and offers industry-leading low trust fees, making it eligible for NISA's growth investment and installment investment frameworks.
新製品NQ 40/100出典:PR Times

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  • 📰 Published: May 1, 2026 at 00:30
  • 🔍 Collected: April 30, 2026 at 16:01
  • 🤖 AI Analyzed: April 30, 2026 at 16:44 (42 min after Collected)
SBI Securities Co., Ltd. (Head Office: Minato-ku, Tokyo; Representative Director and President: Masato Takamura; hereinafter "the Company") announces the commencement of handling for the "SBI Yomiuri 333 Index Fund" (Nickname: SBI Yomiuri 333; hereinafter "the Fund"), which will be established and managed by SBI Asset Management Co., Ltd. (Head Office: Minato-ku, Tokyo; Representative Director and President: Kenichi Umemoto; hereinafter "SBI Asset") starting on Thursday, April 30, 2026. The Fund is a publicly offered investment trust that aims to achieve investment results linked to the "Yomiuri Stock Price Index (Yomiuri 333) (including dividends)," which is attracting attention as a new benchmark for diversified investment in Japanese stocks. The Yomiuri 333 is a Japanese stock price index calculated and published by the Yomiuri Shimbun since March 2025, consisting of 333 stocks selected from all listed domestic companies based on liquidity and company size. A major feature of the Yomiuri 333 is its adoption of an "equal-weight method," where all constituent stocks are incorporated at approximately 0.3% each. This aims to suppress bias towards specific large-cap stocks and more balancedly reflect the movements of the Japanese economy, including medium-sized and regional companies nationwide. In addition, weight adjustments are regularly made to reduce the proportion of stocks that have risen in value and increase the proportion of stocks that have fallen. The Fund achieves an industry-leading low trust fee of 0.132% (tax included) per annum* as an investment trust linked to the Yomiuri 333. It is eligible for NISA's "Growth Investment Framework" and "Tsumitate Investment Framework," offering a new option for Japanese stock index funds suitable for long-term, installment, and diversified investment. To commemorate the commencement of handling by the Company, a campaign will be held from Thursday, April 30, 2026, to Friday, May 29, 2026, where investors in index funds linked to the Yomiuri 333 can win up to 33,300 yen. Under its "customer-centric principle," the Company is committed to providing high-quality, low-cost investment products, and expects to contribute to the medium- to long-term asset building of investors. We will continue to strive to expand products and services that meet the diverse needs of individual investors. ■ Overview of the Fund Fund Name: SBI Yomiuri 333 Index Fund Target Assets/Region: Stocks / Domestic Trust Fee (Annual, Tax Included): 0.132% (Industry's lowest level*) Investment Policy: Aims for investment results linked to the Yomiuri Stock Price Index (Yomiuri 333) (including dividends). NISA Compatibility: Eligible for "Growth Investment Framework" and "Tsumitate Investment Framework" Commencement Date of Offering, Establishment, and Operation: Thursday, April 30, 2026 * As of April 14, 2026. Based on data from Wealth Adviser Co., Ltd. and surveyed by SBI Asset. Targets publicly offered investment trusts (excluding ETFs, DC-only, and SMA-only) linked to the Yomiuri Stock Price Index (Yomiuri 333). ■ Win up to 33,300 yen in installment transactions for Yomiuri 333 Index Funds! Campaign Overview Eligible Funds: ・eMAXIS Slim Domestic Stock (Yomiuri 333) ・Tawara No-Load Yomiuri 333 ・SBI Yomiuri 333 Index Fund Content: A total of 333 winners will be selected by lottery from those who meet the campaign conditions during the eligible period, and cash will be presented. 1st Prize: 33,300 yen... 3 winners 2nd Prize: 3,330 yen... 330 winners Conditions: 1. Entry into the campaign 2. Total installment order amount for eligible investment trusts during the campaign period is 5,000 yen or more Eligible Participants: Individual customers with an Internet Course (including Plan C) account * Customers with Direct, IFA, Face-to-Face Course / Minor accounts / Corporate accounts are not eligible. Period: From Thursday, April 30, 2026, to Friday, May 29, 2026 URL: https://search.sbisec.co.jp/v3/ex/RT_home_campaign260430_yomiuri333_indexfund.html Trade Name, etc.: SBI Securities Co., Ltd. Financial Instruments Business Operator, Commodity Futures Business Operator Registration Number: Director-General of the Kanto Local Finance Bureau (Financial Instruments) No. 44 Member Associations: Japan Securities Dealers Association, The Financial Futures Association of Japan, Type II Financial Instruments Firms Association, The Investment Trusts Association, Japan, Japan STO Association, Japan Commodity Futures Association, Japan Virtual and Crypto Assets Exchange Association Account opening fees and management fees for SBI Securities' comprehensive securities accounts are free. Investments in products handled by SBI Securities may incur prescribed fees, expenses, etc., for each product. In addition, each product may incur losses due to price fluctuations, etc. (credit transactions, futures/options transactions, commodity futures transactions, foreign exchange, etc.)