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R&I Fund Award 2019 NEWS RELEASE May 7, 2019 R&I Announces Winners of "R&I Fund Award 2019" - Investment Trust-related Categories - Rating and Investment Information, Inc. (R&I) has announced winners of "R&I Fund Award 2019" (supported by Nikkei Inc.) for investment trust-related categories. This year's Award, the first in the series presented in Japan's new imperial era "Reiwa", includes a new subcategory "Tactical Asset Allocation Fund" in the Investment Trusts Category. Among balanced funds, the core product for long-term asset accumulation, this subcategory covers variable allocation funds, whose performance is affected by fund managers' investment skills more strongly. By utilizing its current quantitative approach, R&I acknowledges funds, investment strategies and so forth that showed excellent performance in each category of investment trusts, iDeCo & DC, NISA and defined benefit pension. Winners are selected in a non-discretionary process from an independent point of view, and as such, the Award is widely recognized by many asset managers and related parties. (Winners for the Defined Benefit Pension Category will be announced around mid or late May.) Award Categories & Subcategories and a List of Winners [Investment Trusts/Aggregate Category] Category Prize Fund Manager The First Prize Tokio Marine Asset Management Co., Ltd. Japanese Equity Fund SPARX Asset Management Co., Ltd. Aggregate The Second Prize Meiji Yasuda Asset Management Company Ltd. The First Prize Goldman Sachs Asset Management Co., Ltd. Global Equity Fund UBS Asset Management (Japan) Ltd Aggregate The Second Prize AllianceBernstein Japan Ltd. The First Prize FIL Investments(Japan)Limited Global Bond Fund DWS Investments Japan Limited Aggregate The Second Prize Amundi Japan, Ltd. The First Prize JPMorgan Asset Management (Japan) Ltd. Mixed Asset Fund JP ASSET MANAGEMENT Co.,Ltd. Aggregate The Second Prize Nikko Asset Management Co., Ltd. [Investment Trusts/20-year Category] Category Prize Fund Name Fund Manager The First Prize Hybrid Selection Asset Management One Co., Ltd. Japanese Schroder Investment Management (Japan) Schroder Nihon Fund Equity Fund The Second Prize Limited Japan New Age Open Asset Management One Co., Ltd. Rating and Investment Information, Inc. TERRACE SQUARE, 3-22 Kanda Nishikicho, Chiyoda-ku, Tokyo 101-0054, Japan Investment Fund Business Dept. TEL. 03-6273-7309 FAX. 03-6273-7925 https://www.r-i.co.jp/index.html E-MAIL [email protected] ©Rating and Investment Information, Inc. NEWS RELEASE [Investment Trusts/10-year Category] Category Prize Fund Name Fund Manager The First Prize HIFUMI FUND RHEOS CAPITAL WORKS Japanese SPARX NEW GLOBAL BLUE CHIP JAPANESE SPARX Asset Management Co., Ltd. Equity Fund The Second Prize EQUITY FUND Monex Nihon Growth Stock Fund Asset Management One Co., Ltd. Japanese Mid The First Prize DIAM small cap fund Asset Management One Co., Ltd. and Small Sumitomo Mitsui DS Asset Management Sumitomo Mitsui Mid-Small Cap Equity Fund Caps Equity The Second Prize Company, Limited Fund DAIWA SUMIGIN JAPAN SMALL CAP EQUITY Sumitomo Mitsui DS Asset Management FUND Company, Limited Japanese Sumitomo Mitsui DS Asset Management The First Prize SB JAPAN BOND FUND Bond Fund Company, Limited The First Prize SAISON SHISANKEISEI TATSUJIN FUND SAISON ASSET MANAGEMENT CO.,LTD. Global Equity Global Value Open NOMURA ASSET MANAGEMENT CO., LTD. Fund The Second Prize Fidelity Global Fund FIL Investments(Japan)Limited The First Prize AllianceBernstein Global High Income Open A AllianceBernstein Japan Ltd. Global Bond Fidelity Strategic Income Fund B Course FIL Investments(Japan)Limited Fund The Second Prize Amundi US Euro Investment Grade Bond Fund(Resona Amundi Japan, Ltd. Pair Income) Global Bond The First Prize Fidelity Strategic Income Fund A Course FIL Investments(Japan)Limited JPY Hedged [Investment Trusts Category] Category Prize Fund Name Fund Manager The First Prize TMA JAPAN OWNERS EQUITY FUND Tokio Marine Asset Management Co., Ltd. Women Supporter Fund Daiwa Asset Management Co.Ltd. Japanese Monex Nihon Growth Stock Fund Asset Management One Co., Ltd. Equity Fund The Second Prize SPARX NEW GLOBAL BLUE CHIP JAPANESE SPARX Asset Management Co., Ltd. EQUITY FUND MHAM Japan Growth Stock Open Asset Management One Co., Ltd. Japanese Mid The First Prize Nikko Growing V enture Fund Nikko Asset Management Co., Ltd. and Small Enterprise Value Growth Small Cap Stock Asset Management One Co., Ltd. Caps Equity The Second Prize Fund(Ganriki) Fund SBI Small Cap Growth Equity Fund J Cool(jcool) SBI Asset Management Co., Ltd Japanese ESG The First Prize Women Supporter Fund Daiwa Asset Management Co.Ltd. Equity Fund Sumitomo Mitsui DS Asset Management The First Prize SB JAPAN BOND FUND Company, Limited Japanese Meiji Yasuda Japanese Bond Fund Meiji Yasuda Asset Management Company Ltd. Bond Fund The Second Prize Daiwa JGB 15-20 Years Ladder Fund -SL Trade- Daiwa Asset Management Co.Ltd. The First Prize UBS (JP) Multi-Technology Fund UBS Asset Management (Japan) Ltd Global Equity Nomura Future Trend Discovery Fund course B(Senken NOMURA ASSET MANAGEMENT CO., LTD. Fund The Second Prize No Mei) Kokusai Morgan Stanley Global Premium Stock Open Mitsubishi UFJ Kokusai Asset Management Not Hedged Co., Ltd. Rating and Investment Information, Inc. TERRACE SQUARE, 3-22 Kanda Nishikicho, Chiyoda-ku, Tokyo 101-0054, Japan Investment Fund Business Dept. TEL. 03-6273-7309 FAX. 03-6273-7925 https://www.r-i.co.jp/index.html E-MAIL [email protected] ©Rating and Investment Information, Inc. NEWS RELEASE Category Prize Fund Name Fund Manager netWIN Goldman Sachs Internet Toalkeeper Fund (non The First Prize Goldman Sachs Asset Management Co., Ltd. North headge) Sumitomo Mitsui DS Asset Management American US Technology Innovators Fund The Second Prize Company, Limited Equity Fund AllianceBernstein U.S. Growth Stock Fund B AllianceBernstein Japan Ltd. AllianceBernstein U.S. Growth Stock Fund D European Sumitomo Mitsui DS Asset Management The First Prize Nikko Edmond de Rothschild Luxury Fund Equity Fund Company, Limited Sumitomo Mitsui DS Asset Management The First Prize Australian Dividend Yield Equity Fund Australia and Company, Limited New Zealand Fidelity Australia Equity Income Fund FIL Investments(Japan)Limited The Second Prize Equity Fund Nissay Australia High Dividend Equity Fund（Monthly Nissay Asset Management Corporation Settlement Type） The First Prize JPM Asian Equity Active Open JPMorgan Asset Management (Japan) Ltd. Asia Equity Multi-country JPM Nikko Asia Discovery Fund JPMorgan Asset Management (Japan) Ltd. Fund The Second Prize Fidelity Asia Equity Fund FIL Investments(Japan)Limited The First Prize UBS (JP) China Equity Fund UBS Asset Management (Japan) Ltd China Equity UBS (JP) China A Share Fund (Annual settlement UBS Asset Management (Japan) Ltd Fund The Second Prize type) Fidelity China Focus Open FIL Investments(Japan)Limited The First Prize Shinsei UTI India Fund Shinsei Investment Management Co.,Ltd. India Equity Nomura India Investment Fund NOMURA ASSET MANAGEMENT CO., LTD. Fund The Second Prize Nissay India Equity Selection Fund Nissay Asset Management Corporation Schroder Investment Management (Japan) The First Prize Schroder BRICs Equity Fund Emerging Limited Equity Multi- HSBC BRICs Open HSBC Global Asset Management (Japan) K.K. regional Fund The Second Prize JPM BRICS5 Fund JPMorgan Asset Management (Japan) Ltd. Brazil and Latin America The First Prize Daiwa Brazil Stock Open －Rio Wind－ Daiwa Asset Management Co.Ltd. Equity Fund Russia and Eastern The First Prize Amundi Russia Eastern Europe Equity Fund Amundi Japan, Ltd. Europe Equity Fund Nikko Global Income Infrastructure Equity Fund Global The First Prize Nikko Asset Management Co., Ltd. Infrastructure (Monthly dividend Payment Type) World Infrastructure High Yielding Equity Fund - Equity Fund The Second Prize Asset Management One Co., Ltd. Monthly Accounting Type Global Natural Mitsubishi UFJ Kokusai Asset Management The First Prize Global Resources Equity Fund Resources Co., Ltd. Equity Fund Global Health- care and The First Prize Medical Science Fund Asset Management One Co., Ltd. Biotechnology Equity Fund TMR Global Hybrid Securities Fund (USD Course) The First Prize Tokio Marine Asset Management Co., Ltd. Monthly Type Global Bond AllianceBernstein Global High Income Open A AllianceBernstein Japan Ltd. Fund The Second Prize UBS (JP) Global Conservative Sector Corporate and UBS Asset Management (Japan) Ltd Financials Bond Fund (without currency hedge) Daiwa Global Corporate Hybrid Securities Fund (JPY The First Prize Daiwa Asset Management Co.Ltd. Global Bond Hedged) JPY Hedged Fidelity Strategic Income Fund A Course FIL Investments(Japan)Limited The Second Prize Fund TMR Global Hybrid Securities Fund (JPY Course) Tokio Marine Asset Management Co., Ltd. Monthly Type Rating and Investment Information, Inc. TERRACE SQUARE, 3-22 Kanda Nishikicho, Chiyoda-ku, Tokyo 101-0054, Japan Investment Fund Business Dept. TEL. 03-6273-7309 FAX. 03-6273-7925 https://www.r-i.co.jp/index.html E-MAIL [email protected] ©Rating and Investment Information, Inc. NEWS RELEASE Category Prize Fund Name Fund Manager Sumitomo Mitsui DS Asset Management The First Prize T.ROWE PRICE US INCOME FUND North Company, Limited LOOMIS US Investment Grade Bond Fund [Monthly American Asset Management One Co., Ltd. Distribution] Bond Fund The Second Prize Nissay/Putnam Income Open Nissay Asset Management Corporation New Zealand Bond Fund (Monthly Dividend Payment The First Prize Nikko Asset Management Co., Ltd. Australia
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