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These website terms and conditions (the “Terms”) govern your use of this website.
The information on this website is approved for publication by Sumitomo Mitsui Trust International Limited ("SMTIL", "we", "us" or "our"). This website is owned and operated by SMTIL. SMTIL is a company registered in England and Wales (Company No. 02007985) whose registered office is located at 155 Bishopsgate, London, EC2M 3XU. SMTIL is authorised and regulated by the Financial Conduct Authority ("FCA") (whose address is 12 Endeavour Square, London, E20 1JN) and entered on the FCA Financial Services Register under Firm Reference Number 124546.
When using this website, your browser may be directed to or may access local web pages ("Local Pages") which are operated by SMTIL on behalf of other companies in the Sumitomo Mitsui Trust Group ("SuMi TRUST"). At the time of publication of these Terms those Local Pages are:
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Countries |
Domain |
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Japan |
www.sumitrust-am.com |
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Luxembourg and other EU and EEA member states |
eu.sumitrust-am.com |
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Hong Kong |
hk.sumitrust-am.com |
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Singapore |
sg.sumitrust-am.com |
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United States of America |
us.sumitrust-am.com |
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United Kingdom and jurisdictions in which SMTIL promotes its products and services other than as listed above |
www.smtil.com and uk.sumitrust-am.com |
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Rest of the World |
row.sumitrust-am.com |
You are only entitled to access this website via the Local Pages applicable to the country in which you are located as identified in the table above. There are additional local terms and conditions relevant to access in your jurisdiction which apply in addition to these Terms and are set out below. The additional local terms and conditions identifying the appropriate SuMi TRUST group company with which you have a relationship and any local terms and conditions which apply including additional legal and regulatory information. Such additional local terms and conditions shall be deemed to form part of the Terms and shall apply to your use of the website for the protection of SMTIL and any SuMi TRUST group company. Reference in these Terms to the website include any of the pages or any information contained in any of the domains listed above.
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Terms for access
By continuing to access and use the website, you are deemed to have understood and consented to the Terms. Please read them carefully and confirm that you agree to the Terms. If you do not agree to these Terms, you must not use the website. You are responsible for ensuring that all persons who access the website through your internet connection are aware of these Terms and any other applicable local terms and conditions, and that they comply with them.
The website is primarily directed towards and intended for institutional investors, as professional clients, SMTIL only provides services to persons it classifies as professional investors and eligible counterparties. (SMTIL provides no services to retail investors.)
This website is solely directed towards such investors in the countries listed in the table above where SMTIL decides to promote its services and products from time to time but may be accessed by citizens or residents of or located in any country or jurisdiction provided that the Terms are complied with and where local law in that jurisdiction does not preclude such access or impose additional obligations on either a SuMi TRUST group company or on you. All persons must satisfy themselves that they are not subject to any local requirements which would restrict or prohibit them from accessing this website. SMTIL does not give any assurance that this website complies with the regulatory requirements in any particular jurisdiction. However, additional local terms and conditions set out below may apply in those jurisdictions listed in the table above.
Information basis only
All information, text, disclaimers, data, databases, charts, tables, tools, press releases, software, graphics, names, logos, trademarks, service marks and other material on the website (the "content"), and your subsequent use of it, may from time to time be subject to certain statutory or other external regulations, conditions and restrictions. All use of information by you must comply with such regulations, conditions or restrictions.
The content provided may include reference to specific investments but none of the content provided is intended to constitute, and nor shall it be regarded as constituting as giving advice or, an offer to sell or the solicitation to buy any investments or services or recommendation with respect to such investments that may be referenced on or through this website. Specifically, this content does not constitute an offer or invitation to anyone in any jurisdiction to invest in any of our products, or use any of our services where such offer or invitation would not be lawful or in any jurisdiction in which the person making such offer or invitation is not qualified, permitted, licensed or approved to do so, or to anyone to whom it is unlawful to make such offer or invitation and this content has not been prepared and is not intended to be read, considered or relied upon in connection with any such offer or invitation.
In relation to provision of services for a client, they would be governed solely by the terms of the agreement we enter into with the client. In relation to an investment in investment funds mentioned, any subscription to such an investment fund would be governed solely by the terms of the subscription documentation and the prospectus for the relevant investment fund.
The content on the website is for general information only and does not purport to provide, nor does it constitute investment, legal, tax or other financial advice (or any services). No comment or observation is given by SMTIL in connection with any of the investments or services discussed on, or accessible through, this website. You acknowledge that the provision of any content through this website shall not constitute or be considered investment advice.
Investment information
Past performance of an investment is not a guide to future returns. The value of investments can fall as well as rise. As a result an investor may not receive back the amount invested.
Investments which take place in currencies other than the investor's own currency will be subject to movements in foreign exchange rates.
SMTIL does not provide any tax advice to its clients in relation to its services. Any comment on the tax position or proposed tax position which may apply to a particular product is for indicative use only and prevailing at the time of an investment may subsequently change. Investors must rely on their own tax adviser in their own jurisdiction as to the tax implications for them of any service offered or investment they make.
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The website and content on it is provided "as is" and on an "as available" basis.
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Liability
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You will indemnify SuMi TRUST (including each of its affiliated or associated companies) and their officers, directors, employees and agents in respect of any third-party claim for any injury, loss, damage or expense occasioned by or arising directly or indirectly from the operation, use or supply of information to a third party provided in breach of any of your obligations under these Terms.
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Privacy policy
Our Privacy Policy details the type of personal information that we may collect from you when you visit the website and how we store and use your personal information. Your use of the website is taken as your acceptance of the terms of our Privacy Policy.
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Computer viruses, worms and Trojan horses
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Third party information
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Linking and framing
The website may contain hyperlinks to websites owned and operated by third parties. We do not accept any responsibility for the content of third party websites or web pages, nor do we accept responsibility for any losses or penalties incurred as a result of your use of any links or reliance on the content of any website to which the website is linked.
Creating links to our website is freely permitted so long as this is done in a manner that is not misleading and does not imply endorsement by or affiliation with SMTIL. You are prohibited from framing this website.
File download
Certain files of content may be available for download from the website. These files of content are subject to these Terms.
SMTIL has discretion to change content within the website, or the Terms, and to withdraw access to the website.
We reserve the right, at our discretion, to make changes to the content of this website or these Terms at any time and to withdraw access without notice to users. You must check these Terms periodically for changes and so as to ensure that you refer to, and comply with, the up to date Terms. Any changes, modifications, or additions to, or deletions from these Terms shall be effective upon posting on this website. If you access this website after we post changes to the Terms, you accept the Terms as changed.
We also reserve the right to grant or evoke the authority to use this website at our absolute discretion.
Your use of the products and services on this website may be monitored by SMTIL, and the resultant information may be used by SMTIL for its internal business purposes and/or in accordance with applicable laws and regulations.
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Governing law and jurisdiction
The governing law of these Terms shall be the law of the country ("Home Country") in the table above which corresponds to the domain through which you initially access this website (the "Local Law"). These Terms shall be governed by and interpreted in accordance with the Local Law. Any additional local terms and conditions below relating to the Local Pages or access by you in the jurisdiction from which you access this website will also be governed and interpreted by Local Law.
Any dispute, action or claim (whether contractual or non-contractual) arising under or in connection with these Terms shall be subject to the exclusive jurisdiction of the Home Country.
Contacting us about this Website
If you have any queries concerning this website or the Information contained on this website, please contact Sumitomo Mitsui Trust International Limited on 020 7562 8400. Calls may be monitored or recorded to maintain and improve our services.
Local Terms and Conditions
Japan
Sumitomo Mitsui Trust Asset Management Co., Ltd.
Sumitomo Fudosan Onarimon Tower
1-1-1 Shibakoen, Minato-ku, Tokyo 105-0011 Japan
Notes Concerning Investment Trusts
The term, "investment trusts", used in this website means any fund products regulated under the Law Concerning Investment Trusts and Investment Companies of Japan. No such investment trusts shall be offered or sold to any person in any jurisdiction in which such offer or solicitation would be unlawful under the securities regulation of such jurisdictions.
Investment trusts invest in securities and other instruments such as shares and public corporation bonds whose prices are subject to change (when investments are made in assets denominated in foreign currencies, there are also risks associated with changes in currency exchange rates), and therefore, net asset values are subject to change. Consequently, unlike deposits with financial institutions, investment principals are not guaranteed.
Gains and losses resulting from investment in an investment trust shall be imputed to the customers who purchased the investment trust.
Investment trusts are not subject to deposit insurance.
Unlike amounts guaranteed under deposit insurance, funds received from investment in investment trusts are not guaranteed.
Investment trusts are not insurance and are not subject to the Non-life Insurance Policy-holders Protection Corporation of Japan.
Unlike securities companies, registered financial institutions are not members of the Japan Investor Protection Fund.
When making investments, be sure to read the investment trust prospectus provided to you.
Luxembourg
Local website terms and conditions
Company details
Sumitomo Mitsui Trust Bank (Luxembourg) S.A. is a Luxembourg public limited liability company (société anonyme), incorporated under Luxembourg law and listed with the Luxembourg Trade and Companies Register under reference B22765, whose head office is located at 2, Rue Peternelchen, L-2370 Hesperange, Grand-Duchy of Luxembourg. VAT number is LU12915516.
Sumitomo Mitsui Trust Bank (Luxembourg) S.A. is a Luxembourg credit institution authorised by the Luxembourg Minister of Finances and supervised under reference B0000146 by the Luxembourg financial sector regulator, the Commission de Surveillance du Secteur Financier (CSSF), located at 283 route d’Arlon, L-1150 Luxembourg (www.cssf.lu).
Investment warnings
Personal data
Cookies
Complaint Management Procedure
Hong Kong
Sumitomo Mitsui Trust (Hong Kong) Limited., (三井住友信託（香港）有限公司, SMTHK）
三井住友信託（香港）有限公司
25/F, AIA Central, 1 Connaught Road, Central, Hong Kong
No additional local terms and conditions.
United States of America
Sumitomo Mitsui Trust Asset Management Americas, Inc.
1251 Avenue of the Americas, New York, NY 10020, U.S.A.
No additional terms and conditions.
The Japanese small cap market is frequently overlooked by mainstream investors. We believe that superior research coupled with a true understanding of Japanese small caps can generate consistently better returns than other asset classes.
The strategy aims at long term capital growth through a robust investment process focusing on “upside potential” and “change in earnings trend”
USD 40.9 million as of January 2025
4th April 2013
JPY
Bottom-up, research intensive
Luxembourg
Class B JPY - LU2869556659, Class A JPY - LU2869555925
The fund aims at long-term capital growth through a robust investment process focusing on “upside potential“ and “changes in earnings trend” of companies in the Japanese small cap market which are often overlooked and is an inefficient market. We construct a portfolio by selecting stocks through intensive bottom-up research.
Please refer to the prospectus of the Fund and to the key information document (“KID”) and do not base any final investment decision on this communication alone. Your Capital is at risk. Past performance does not predict future returns. Complete information on the risks of investing in the Fund are set out in the Fund’s prospectus. The Fund’s return may increase or decrease as a result of changes to investment performance as well as foreign exchange rates.
Fund performance prior to 15 November 2024 is that of the Class B JPY Accumulation of the Japan Small Cap Fund (an Irish authorised unit trust), which merged into this fund on 15 November 2024. Tax rates and charges may differ.
Japan Small Cap Fund is Actively Managed: The policy of the Fund is not to track performance against any index. The benchmark is used as a reference for performance measurement only, and not used to determine the composition of the Fund.
Satoshi Marui has been managing the Japan Small Cap Strategy since its inception in 2005. As Chief Portfolio Manager dedicated to this strategy, he is responsible for the direct management of the fund, and also covers the Service, Information & Communication and Real Estate sectors.
Satoshi Marui has been managing the Japan Small Cap Strategy since its inception in 2005. As Chief Portfolio Manager dedicated to this strategy, he is responsible for the direct management of the fund, and also covers the Service, Information & Communication and Real Estate sectors.
Satoshi was promoted to Portfolio Manager of Japanese Equities after gaining experience as Risk Manager of Japanese equities and Fixed Income Portfolio Manager. He has been with the firm since graduating from Osaka Prefectural University in 1988 with a BSc in economics. He is a Certified Member of the Securities Analysts Association of Japan.
As a Portfolio Manager of Japan Small Cap Strategy, Yoshifumi is responsible for the Chemicals, Foods, Automotive, Textile & Apparels, Ferrous and Nonferrous Metals, Logistics, and Food service sectors.
As a Portfolio Manager of Japan Small Cap Strategy, Yoshifumi is responsible for the Chemicals, Foods, Automotive, Textile & Apparels, Ferrous and Nonferrous Metals, Logistics, and Food service sectors.
He has been involved in active Japanese equity strategies since 2005 as an analyst and portfolio manager. He was a Portfolio Manager of this strategy for 2 years from 2010 and was responsible for the growth strategy from 2012 to 2014. Yoshifumi has a BA in economics from Seikei University and is a Certified Member of the Securities Analysts Association of Japan.
As a Portfolio Manager of the Japan Small Cap Strategy, Kazumi Ueda is responsible for the Electric Appliances, Machinery, Precision Instruments, Grass & Ceramics, Construction sectors.
As a Portfolio Manager of the Japan Small Cap Strategy, Kazumi Ueda is responsible for the Electric Appliances, Machinery, Precision Instruments, Grass & Ceramics, Construction sectors.
Since joining the firm in 1997, he gained experience in various areas of business, including three years as a Trader in Equity Department where he was involved in setting up a new group. Kazumi also has experience as Global Equity Portfolio Manager. He holds a BSc in Economics from Nagoya University and is a Certified Member of the Securities Analysts Association of Japan.
Kenji Soejima joined the firm in 2019 as a Portfolio Manager of the Japan Small Cap Strategy. Kenji is responsible for the Pharmaceutical, Financials and Real Estate sectors.
Kenji Soejima joined the firm in 2019 as a Portfolio Manager of the Japan Small Cap Strategy. Kenji is responsible for the Pharmaceutical, Financials and Real Estate sectors. Before joining the team, he was a credit analyst and a Japanese small cap portfolio manager for 12 years in total at an asset management firm in Japan.
During his time as a portfolio manager, the small cap strategy he was involved in won numerous awards and prizes. Kenji has a MS in Biophysics from Kyoto University and is a Certified Member of the Securities Analysis Association of Japan.
As a Portfolio Manager of the Japan Small Cap Strategy, Ryotaro Nakanishi assists the team with research as well as portfolio construction.
As a Portfolio Manager of the Japan Small Cap Strategy, Ryotaro Nakanishi assists the team with research as well as portfolio construction. Before joining the team, he has experienced various roles such as a risk manager for SuMi TRUST AM’s funds/portfolios and a product manager for product development/promotion at the Business Planning Department. Ryotaro has a BA in Business Administration from Kobe University and is a Certified Member Analyst of the Securities Analysts Association of Japan (CMA).
The Synthetic Risk and Reward Indicator (SRRI) is designed to provide a consistent calculation and presentation of risk information for all UCITS funds. The SRRI is a numerical scale between 1 and 7; with 1 meaning low risk/reward and 7 a higher level of risk but with potential for a higher level of return.
What you will get from this product depends on future market performance. Market developments in the future are uncertain and cannot be accurately predicted. The unfavourable, moderate, and favourable scenarios shown are illustrations using the worst, average and best performance of the product/benchmark over the last 5 years. Markets could develop very differently in the future. The stress scenario shows what you might get back in extreme market circumstances.
The figures shown include all the costs of the product itself, but may not include all the costs that you pay to your advisor or distributor. The figures do not take into account your personal tax situation, which may also affect how much you get back.
