[May 2026 Update] RL360° Monthly Report | United BM Wealth Limited Investment Performance Disclosure
United BM Wealth Limited disclosed the performance of its US portfolio using RL360°'s RSP for April 2026, achieving a monthly return of 5.29%, and explained its strategic market approach.
📋 Article Processing Timeline
- 📰 Published: May 26, 2026 at 02:00
- 🔍 Collected: May 25, 2026 at 17:31
- 🤖 AI Analyzed: May 26, 2026 at 06:47 (13h 15m after Collected)
## Update on Investment Performance
On May 23, 2026, United BM Wealth Limited (CEO: Asao Okoshi) updated the performance results of the portfolio managed by its fund managers. The investment vehicle used is the RL360° Regular Savings Plan (RSP), managed by the parent company, Bill Morrisons.
## US Portfolio Performance Data
The US portfolio, constructed by our fund managers, recorded the following returns before fees:
- April 2026 Return: 5.29%
- Cumulative 1-Year Return: 52.63%
- Cumulative Return Since Inception: 98.55%
The asset allocation consists of 99.29% equities and 0.71% money market instruments.
## Fund Manager's Commentary
At the time of writing the April report, I predicted limited US stock gains due to the difficulty in reaching the 200-day moving average. However, as of May 2nd, major US indices hit new highs.
On April 3rd, I decided to switch 40% of assets into a fund tracking the Nasdaq. This decision was based not only on analysis but also on the conviction that market confidence in tech stocks would remain strong. Meanwhile, infrastructure funds did not rise significantly as issues around the Strait of Hormuz moved toward resolution. Gold fell in response to the surge in US stocks, and may continue to decline in the short term. The market remains chaotic, so while we will adjust ratios, we will maintain a base position in gold. For May, we will focus on selecting "soft-landing candidate stocks" rather than chasing winners. We are also reviewing our reporting method to provide clearer explanations backed by quantitative results.
## RSP Product Overview
The RSP is an RL360° savings product. Long-term contributions increase bonus allocations. Portfolios are built from over 350 funds worldwide, with rebalancing managed by IFAs according to market trends.
- Savings Period: 5–25 years
- Investment Period: Up to 99 years
- Initial Account Period: 18–24 months
- Payment Method: Credit Card
- Currencies: JPY, USD, EUR, HKD, AUD, GBP, CHF
- Minimum Monthly Contribution: 31,000 JPY
## About United BM Wealth Limited
United BM Wealth Limited is an asset formation consulting firm based in Labuan, Malaysia. We support Japanese residents in Asia with offshore investment and private banking procedures. We also offer five major benefits through our official LINE account to help improve financial literacy.
On May 23, 2026, United BM Wealth Limited (CEO: Asao Okoshi) updated the performance results of the portfolio managed by its fund managers. The investment vehicle used is the RL360° Regular Savings Plan (RSP), managed by the parent company, Bill Morrisons.
## US Portfolio Performance Data
The US portfolio, constructed by our fund managers, recorded the following returns before fees:
- April 2026 Return: 5.29%
- Cumulative 1-Year Return: 52.63%
- Cumulative Return Since Inception: 98.55%
The asset allocation consists of 99.29% equities and 0.71% money market instruments.
## Fund Manager's Commentary
At the time of writing the April report, I predicted limited US stock gains due to the difficulty in reaching the 200-day moving average. However, as of May 2nd, major US indices hit new highs.
On April 3rd, I decided to switch 40% of assets into a fund tracking the Nasdaq. This decision was based not only on analysis but also on the conviction that market confidence in tech stocks would remain strong. Meanwhile, infrastructure funds did not rise significantly as issues around the Strait of Hormuz moved toward resolution. Gold fell in response to the surge in US stocks, and may continue to decline in the short term. The market remains chaotic, so while we will adjust ratios, we will maintain a base position in gold. For May, we will focus on selecting "soft-landing candidate stocks" rather than chasing winners. We are also reviewing our reporting method to provide clearer explanations backed by quantitative results.
## RSP Product Overview
The RSP is an RL360° savings product. Long-term contributions increase bonus allocations. Portfolios are built from over 350 funds worldwide, with rebalancing managed by IFAs according to market trends.
- Savings Period: 5–25 years
- Investment Period: Up to 99 years
- Initial Account Period: 18–24 months
- Payment Method: Credit Card
- Currencies: JPY, USD, EUR, HKD, AUD, GBP, CHF
- Minimum Monthly Contribution: 31,000 JPY
## About United BM Wealth Limited
United BM Wealth Limited is an asset formation consulting firm based in Labuan, Malaysia. We support Japanese residents in Asia with offshore investment and private banking procedures. We also offer five major benefits through our official LINE account to help improve financial literacy.
FAQ
What kind of company is United BM Wealth Limited?
A consulting firm based in Labuan, Malaysia, supporting Japanese investors in Asia with offshore banking and investment procedures.
What are the benefits of the RL360 RSP?
It allows portfolio construction from over 350 funds, provides rebalancing capabilities based on market trends, and offers long-term savings bonuses.
How was the recent investment performance?
It recorded a monthly return of 5.29% for April 2026, with a cumulative 1-year return of 52.63%.