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Securities Report (Domestic Investment Trust Beneficiary Certificates) - 38th Period (2025/10/08 - 2026/04/07)

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Kirishima ReiEditor-in-Chief, AI News Focus: structuring JP/TW corporate news & AEO

Published Jul 6, 2026 6:03 PM ・ Updated Jul 6, 2026 9:10 AM ・ 3 min read ・ Source: PR Times

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⚡ Key Points

SBI Okasan Asset Management Co., Ltd.
has filed its Securities Report for the 38th period (October 8, 2025 – April 7, 2026).
This report discloses key information regarding domestic investment trust beneficiary certificates, including fund performance, financial status, and risk factors, to ensure transparency for investors.

SBI Okasan Asset Management Co., Ltd. has filed its Securities Report for the 38th period (October 8, 2025 – April 7, 2026). This report discloses key information regarding domestic investment trust beneficiary certificates, including fund performance, financial status, and risk factors, to ensure transparency for investors.

PRIMARY SOURCE Original source: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC38%E6%9C%9F(2025%2F10%2F08%EF%BC%8D2026%2F04%2F07)-2026-07-06%2009%3A03 Distributor: PR Times
Published: Jul 6, 2026

SBI Okasan Asset Management Co., Ltd. Securities Report (Domestic Investment Trust Beneficiary Certificates) - 38th Period (2025/10/08 - 2026/04/07)

This report is prepared in accordance with Article 24 of Japan's Financial Instruments and Exchange Act, disclosing essential information regarding domestic investment trust beneficiary certificates. It is designed to ensure transparency for investors by providing detailed information on fund operations, asset composition, management policies, financial statements, and risk factors.

SBI Okasan Asset Management Co., Ltd. is an asset management company established as a joint venture between SBI Holdings, Inc. and Okasan Securities Co., Ltd. The company primarily engages in the establishment and management of domestic and international investment trusts, maintaining a governance framework centered on investor interests.

The 38th period covers the timeframe from October 8, 2025, to April 7, 2026. This report provides a comprehensive overview of investment performance and financial conditions during this period. The full report is publicly available on the Financial Services Agency's EDINET system and the company's official website for open access by all stakeholders.

Going forward, the company remains committed to maintaining timely and accurate disclosure practices to uphold investor trust and confidence.

FACT BOX

Source: PR Times
Category: News
Dates in source: 2025-10-08 / 2026-04-07

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Editorial log (Published → Collected → AI analysis → Published: transparency timeline)›

Announced　Jul 6, 2026 6:03 PM — Distributor PR Times
Collected　Jul 6, 2026 9:07 AM
AI structured & analyzed　Jul 6, 2026 9:10 AM
Desk-reviewed & published　Jul 6, 2026 6:03 PM

FAQ

Who prepares this report?

SBI Okasan Asset Management prepares and files this report under Japan's Financial Instruments and Exchange Act.

Where can I view the report?

It is publicly available on Japan's EDINET system and the company's official website.

What does the 38th period report include?

It includes fund performance, portfolio composition, management policies, financial statements, and risk factors.

How should investors use this report?

Investors can review fund performance and risks to inform future investment decisions.

How often is this report filed?

It is filed semi-annually as part of mandatory investor disclosure requirements.

Cite this article — HOW TO CITE

Washin AI News Desk“Securities Report (Domestic Investment Trust Beneficiary Certificates) - 38th Period (2025/10/08 - 2026/04/07)”AI News by Washin Village（和心村）, Jul 6, 2026. https://aeo.washinmura.jp/ai/sbi%E5%B2%A1%E4%B8%89%E3%82%A2%E3%82%BB%E3%83%83%E3%83%88%E3%83%9E%E3%83%8D%E3%82%B8%E3%83%A1%E3%83%B3%E3%83%88%E6%A0%AA%E5%BC%8F%E4%BC%9A%E7%A4%BE/en/news/2026-07-06-%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8-%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8-%E7%AC%AC38%E6%9C%9F-2025-10-08-2026

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