Selected Awards

Year 2021

Refinitiv Lipper Fund Awards Japan 2021

3years, 5years and 10years Equity Global ex Japan BEST FUND

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

3years, 5years Equity Global Income BEST FUND

GLOBAL HIGH DIVIDEND EQUITY OPEN

3years Bond USD Municipal BEST FUND

US Municipal Fixed Income Fund(JPY Hedged)

3years Equity Sector Real Estate Holdings Asia Pacific BEST FUND

J-REIT Asia Mix Open

5years Bond Global Short-term BEST FUND

Global Higher Interest Rate Currency Fund

5years Equity Japan Income BEST FUND

Sumitomo Mitsui Focus Japan Open

10years Equity Japan Income BEST FUND

Sumitomo Mitsui Dividend Yield Stock Open

3years, 5years and 10years Equity Global ex Japan BEST FUND

DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND

5years Mixed Asset JPY Balanced BEST FUND

DAIWA SUMIGIN DC PENSION PLAN FUND 50

5years Mixed Asset JPY Conservative BEST FUND

DAIWA SUMIGIN DC PENSION PLAN FUND 30

Year 2020

Morningstar Award “Fund of the Year 2020”

Global-Stock (specific regions) Fund Division Best Fund of the Year

Global Artificial Intelligence Fund(Yen Hedged)

Global-Stock Fund Division Fund of the Year

Global EV Revolution Fund (FX unhedged)

Global-Stock (specific regions) Fund Division Fund of the Year

Sumitomo Mitsui New China Fund

Asset Allocation growth Fund Division Fund of the Year

100-year-life Global Diversified Fund (Distributing Course)

Alternative Fund Division Fund of the Year

Asia Dividend Yield REIT Fund

R&I Fund Award 2020

Investment Trusts/10-year Category Japanese Bond Fund The First Prize

SB JAPAN BOND FUND

Investment Trusts Category Japanese Bond Fund The First Prize

SB JAPAN BOND FUND

Investment Trusts Category Brazil and Latin America Bond Fund The First Prize

Mexico Bond Open (Monthly Dividend)

Investment Trusts Category Brazil and Latin America Bond Fund The First Prize

Mexico Bond Open(Growth Type)

iDeCo & DC Category Mixed Asset Balanced Fund (Fixed Income Focus) The First Prize

DAIWA SUMIGIN DC PENSION PLAN FUND 30

Investment Trusts/10-year Category Global Equity Fund The Second Prize

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

Investment Trusts Category North American High Yield Bond Fund The Second Prize

Sumitomo Mitsui USA High Yield Bond Fund(Unhedged)

iDeCo & DC Category Global Equity Fund The Second Prize

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

iDeCo & DC Category Global Equity Fund The Second Prize

DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND

iDeCo & DC Category Global Bond Fund The Second Prize

DAIWA SUMIGIN DC INTERNATIONAL BOND FUND

iDeCo & DC Category Mixed Asset Balanced Fund (Equities & REITs Focus) The Second Prize

DAIWA SUMIGIN DC PENSION PLAN FUND 70

Defined Benefit Pension Category Japanese Value Equity

Japanese Investment Trust/Japanese Dividend Yield Equity Mother Fund

The product is identical to “SMAM Dividend Yield Strategy” by previous Sumitomo Mitsui Asset Management Company, Limited.

Defined Benefit Pension Category Japanese Mid and Small Caps Equity

Japanese Investment Trust/Japanese Mid-Small Cap Stock Mother Fund

The product is identical to “SMAM Japanese Small & Mid Cap Equities” by previous Sumitomo Mitsui Asset Management Company, Limited.

Defined Benefit Pension Category Japanese Bond

Japanese Pension/Japan Core Fixed Income

Defined Benefit Pension Category Alternative (Long-Short Equity)

Japanese Investment Trust/Domestic Stock Long Short Mother Fund

Refinitiv Lipper Fund Awards 2020 Japan.

3years, 5years and 10years Equity Global ex Japan BEST FUND

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

3years, 5years Equity Japan Income BEST FUND

Sumitomo Mitsui Focus Japan Open

5years Equity Sector Energy BEST FUND

North America Energy Fund(Biannually Settlement type)

10years Bond JPY BEST FUND

SB JAPAN BOND FUND

10years Equity Global BEST FUND

GLOBAL BEST FUND

10years Equity Japan Income BEST FUND

Sumitomo Mitsui Dividend Yield Stock Open

3years, 5years and 10years Equity Global ex Japan BEST FUND

DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND

5years Mixed Asset JPY Aggressive BEST FUND

DAIWA SUMIGIN DC PENSION PLAN FUND 70

5years Mixed Asset JPY Balanced BEST FUND

DAIWA SUMIGIN DC PENSION PLAN FUND 50

5years Mixed Asset JPY Conservative BEST FUND

DAIWA SUMIGIN DC PENSION PLAN FUND 30

Year 2019

Morningstar Award “Fund of the Year 2019”

REIT Fund Division Best Fund of the Year

J-REIT Asia Mix Open(annual pay-out)

Global-Stock Fund Division Fund of the Year

Global Autonomous Driving Related Equity Fund (Unhedged)

REIT Fund Division Fund of the Year

Asia Dividend Yield REIT Fund

ESG Fund Division Fund of the Year

Global Impact Fund

R&I Fund Award 2019

Investment Trusts/10-year Category Japanese Bond Fund The First Prize

SB JAPAN BOND FUND

Investment Trusts Category Japanese Bond Fund The First Prize

SB JAPAN BOND FUND

Investment Trusts Category European Equity Fund The First Prize

Nikko Edmond de Rothschild Luxury Fund

Investment Trusts Category Australia and New Zealand Equity Fund The First Prize

Australian Dividend Yield Equity Fund

Investment Trusts Category North American Bond Fund The First Prize

T.ROWE PRICE US INCOME FUND

iDeCo・DC Category Global Equity Fund The First Prize

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

iDeCo・DC Category Global Equity Fund The First Prize

DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND

iDeCo・DC Category Global Bond Fund The First Prize

DAIWA SUMIGIN DC INTERNATIONAL BOND FUND

NISA Category Mixed Asset Conservative Fund The First Prize

Sumitomo Mitsui DC Pension Balance 30

Investment Trusts/10-year Category Japanese Mid and Small Caps Equity Fund The Second Prize

Sumitomo Mitsui Mid-Small Cap Equity Fund

Investment Trusts/10-year Category Japanese Mid and Small Caps Equity Fund The Second Prize

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

Investment Trusts Category North American Equity Fund The Second Prize

US Technology Innovators Fund

iDeCo・DC Category Mixed Asset Conservative Fund The Second Prize

DAIWA SUMIGIN DC PENSION PLAN FUND 30

NISA Category Mixed Asset Balanced Fund The Second Prize

Sumitomo Mitsui DC Pension Balance 50

Defined Benefit Pension Category Japanese Mid and Small Caps Equity

Japanese Investment Trust/Japanese Mid-Small Cap Stock Mother Fund

The product is identical to “SMAM Japanese Small & Mid Cap Equities” by previous Sumitomo Mitsui Asset Management Company, Limited.

Defined Benefit Pension Category Japanese Bond

Japanese Pension/Japan Core Fixed Income

Lipper Fund Awards from Refinitiv 2019 Japan.

3Years, 5Years and 10Years Equity Japan Income BEST FUND

Sumitomo Mitsui Dividend Yield Stock Open

3Years, 5Years Equity Australia BEST FUND

Australia High Dividend Equity F(M Sttl)

3Years Bond Asia Pacific HC BEST FUND

Asia High Yield Bond F Monthly (NH)

3Years Bond JPY BEST FUND

Japan Ultralong-term Government Bond Fund

3Years Equity Sector Energy BEST FUND

North America Energy F (2/y)

3Years Mixed Asset JPY Conservative BEST FUND

Sumitomo Mitsui DC Pension Balance 30

5Years Mixed Asset JPY Conservative BEST FUND

Sumitomo Mitsui Life View Balance Fund 30

10Years Bond JPY BEST FUND

SB JAPAN BOND FUND

10Years Equity Global BEST FUND

GLOBAL BEST FUND

3Years, 5Years and 10Years Equity Global ex Japan BEST FUND

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

3Years Mixed Asset USD Flex - US BEST FUND

TOUGH AMERICA (HEDGED GROWTH TYPE)

10Years Bond JPY BEST FUND

DAIWA SB DC JAPAN BOND FUND

3Years, 5Years Mixed Asset JPY Balanced BEST FUND

DAIWA SUMIGIN DC PENSION PLAN FUND 50

3Years, 5Years Mixed Asset JPY Conservative BEST FUND

DAIWA SUMIGIN DC PENSION PLAN FUND 30

3Years, 5Years Equity Global ex Japan BEST FUND

DAIWA SB DC FOREIGN EQUITY FUND

Year 2018

Morningstar Award “Fund of the Year 2018”

REIT Fund Division Best Fund of the Year

J-REIT Asia Mix Open(annual pay-out)

Domestic Stock Fund Division Fund of the Year

Sumitomo Mitsui Dividend Yield Stock Open

Global-Stock (including Japan) Fund Division Fund of the Year

Global Artificial Intelligence Fund(Yen Hedged)

Global-Stock (excluding Japan) Fund Division Fund of the Year

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

Fixed-income Fund Division Best Fund of the Year

SB JAPAN BOND FUND

R&I Fund Award 2018

Investment Trusts/10-year Category Japanese Equity Fund The Second Prize

Sumitomo Mitsui Active Senior Life Open

Investment Trusts/10-year Category Japanese Mid and Small Caps Equity Fund The Second Prize

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

Investment Trusts Category Australia and New Zealand Equity The First Prize

Australian Dividend Yield Equity Fund

Investment Trusts Category India Equity Fund The First Prize

High Growth India Midcap Equity Fund

Investment Trusts Category Japanese Bond Fund The First Prize

SB JAPAN BOND FUND

Investment Trusts Category European Equity Fund The Second Prize

T.ROWE PRICE US INCOME FUND

Investment Trusts Category Asian Bond Fund The First Prize

Asia High Income Fund (Asia 3 Currency)

iDeCo・DC Category Japanese Equity Fund The Second Prize

Sumitomo Mitsui Life View Japan Equity Fund

iDeCo・DC Category Mixed Asset Balanced Fund The First Prize

Sumitomo Mitsui Life View Balance Fund 50

iDeCo・DC Category Mixed Asset Aggressive Fund The First Prize

Sumitomo Mitsui Life View Balance Fund 70

iDeCo・DC Category Global Equity Fund The First Prize

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

iDeCo・DC Category Global Equity Fund The First Prize

DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND

iDeCo・DC Category Global Bond Fund The Second Prize

DSI DC INTERNATIONAL BOND F

iDeCo・DC Category Mixed Asset Balanced Fund The Second Prize

DAIWA SUMIGIN DC PENSION PLAN FUND 50

NISA Category Japanese Equity Fund The Second Prize

Sumitomo Mitsui Dividend Yield Stock Open

NISA Category Mixed Asset Balanced Fund The First Prize

Sumitomo Mitsui Life View Balance Fund 50

NISA Category Mixed Asset Aggressive Fund The Second Prize

Sumitomo Mitsui DC Pension Balance 70

Defined Benefit Pension Category Japanese Core Equity Fund

SMAM New α Strategy

Defined Benefit Pension Category Japanese Growth Equity Fund

SMAM Growth Strategy

Defined Benefit Pension Category Japanese Value Equity Fund

SMAM Dividend Yield Strategy

Thomson Reuters Lipper Fund Awards Japan 2018

3Years, 5Years and 10Years Equity Japan Income BEST FUND

Sumitomo Mitsui Dividend Yield Stock Open

3Years Bond Asia Pacific HC BEST FUND

Nikko Asian High Yield Bond Fund Monthly Settlement type (Unhedged Course)

3Years Mixed Asset JPY Aggressive BEST FUND

Sumitomo Mitsui Life View Balance Fund 70

5Years Bond Global JPY Hedged BEST FUND

Global Hybrid Securities Fund (Yen Hedged)

5Years Equity Australia BEST FUND

Australian Dividend Yield Equity Fund

3Years Bond JPY BEST FUND

SB JAPAN BOND FUND

3Years Equity Global ex Japan BEST FUND

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

3Years and 5Years Mixed Asset JPY Balanced BEST FUND

DAIWA SUMIGIN DC PENSION PLAN FUND 50

3Years and 5Years Mixed Asset JPY Conservative BEST FUND

DAIWA SUMIGIN DC PENSION PLAN FUND 30

Year 2017

Morningstar Award “Fund of the Year 2017”

Domestic Mid- and Small-cap Stock Fund Division Best Fund of the Year

Sumitomo Mitsui Dividend Yield Stock Open

REIT Fund Division Fund of the Year

Asia Dividend Yield REIT Fund (Annually Settlement type)

International-Stock Fund Division Fund of the Year

Sumitomo Mitsui New Asia Fund

Domestic Mid- and Small-cap Stock Fund Division Fund of the Year

Nippon Mid-Small Cap Equity Fund

R&I Fund Award 2017

Investment Trusts Category India Equity Fund The First Prize

High Growth India Midcap Equity Fund

Investment Trusts Category North American Bond Fund The Second Prize

Corporate Bond Income Fund(Unhedged)

Investment Trusts Category Asia Equity Multi-country Fund The Second Prize

Sumitomo Mitsui India and China Stock Fund

Investment Trusts Category Asian Bond Fund The First Prize

Asia High Income Fund (Asia 3 Currency)

Investment Trusts Category Japanese Mid and Small Caps Equity Fund The Second Prize

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

Investment Trusts/10-year Category Japanese Mid and Small Caps Equity Fund The Second Prize

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

iDeCo・DC Category Japanese Equity Fund The First Prize

Sumitomo Mitsui Life View Japan Equity Fund

iDeCo・DC Category Mixed Asset Aggressive Fund The First Prize

Sumitomo Mitsui DC Pension Balance 70

iDeCo・DC Category Global Equity Fund The Second Prize

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

iDeCo・DC Category Global Equity Fund The Second Prize

DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND

iDeCo・DC Category Mixed Asset Balanced Fund The Second Prize

DAIWA SUMIGIN DC PENSION PLAN FUND 30

Defined Benefit Pension Category Japanese Core Equity Fund

SMAM New α Strategy

Defined Benefit Pension Category Japanese Growth Equity Fund

SMAM Growth Strategy

Defined Benefit Pension Category Japanese Value Equity Fund

SMAM Dividend Yield Strategy

Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund

Japanese Pension/Japan Equity Medium & Small Cap Active

QUICK Special Recognition

J-STOCK ACTIVE OPEN

Thomson Reuters Lipper Fund Awards Japan 2017

5Years and 10Years Equity Japan Income BEST FUND

Sumitomo Mitsui Dividend Yield Stock Open

3Years Equity India BEST FUND

High Growth India Midcap Equity Fund

3Years Equity Sector Real Estate Holdings Asia Pacific BEST FUND

J-REIT Asia Mix Open

3Years Bond Mexican Peso BEST FUND

Mexico Bond Fund (Property Growth Type)

3Years Equity US Income BEST FUND

North America High Income Equity Fund (monthly)

3Years and 5Years Equity Global ex Japan BEST FUND

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

3Years Equity Europe BEST FUND

Europe Value Strategy Equity Fund(JPY-hedged) Redeemed

5Years Equity Global ex Japan BEST FUND

Foreign Stock Index Fund

Year 2016

Morningstar Award “Fund of the Year 2016”

REIT Fund Division Best Fund of the Year

Asia Dividend Yield REIT Fund

Domestic Mid- and Small-cap Stock Fund Division Fund of the Year

Sumitomo Mitsui Dividend Yield Stock Open

Asset Allocation-conservative Fund Division Fund of the Year

Asset Allocation Fund (Stable Type)

R&I Fund Award 2016

Investment Trusts Category Japanese Equity Fund The First Prize

Sumitomo Mitsui Active Senior Life Open

Investment Trusts Category Asia Equity Multi-country Fund The Second Prize

Sumitomo Mitsui India and China Stock Fund

Investment Trusts Category India Equity Fund The Second Prize

High Growth India Midcap Equity Fund

Investment Trusts Category Global Bond JPY Hedged Fund The Second Prize

Global Hybrid Securities Fund (Yen Hedged)

Investment Trusts Category Asian Bond Fund The Second Prize

Asia High Income Fund (Asia 3 Currency)

10th Year Special Prize Japanese Mid and Small Caps Equity Fund The First Prize

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

Defined Contribution Pension Category Japanese Equity Fund The Second Prize

Sumitomo Mitsui Life View Japan Equity Fund

Defined Contribution Pension Category Global Equity Fund The First Prize

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

Defined Contribution Pension Category Global Equity Fund The First Prize

DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND

Defined Benefit Pension Category Japanese Core Equity Fund

SMAM New α Strategy

Defined Benefit Pension Category Japanese Value Equity Fund

SMAM Japanese Relative Value Strategy

Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund

SMAM Japanese Small & Mid Cap Equities

NISA Category Japanese Equity Fund The First Prize

Sumitomo Mitsui Active Senior Life Open

NISA Category Global Equity Fund The Second Prize

GLOBAL BEST FUND

Lipper Fund Awards Japan 2016

3Years and 5Years Equity Global ex Japan BEST FUND

International Equity Index

3Years and 5Years Equity Japan Income BEST FUND

Sumitomo Mitsui Dividend Yield Stock Open

3Years Equity Japan BEST FUND

Sumitomo Mitsui Active Senior Life Open

3Years Bond Global BEST FUND

Global Hybrid Securities Fund (Unhedged)

3Years Mixed Asset JPY Balanced BEST FUND

DAIWA SUMIGIN GLOBAL BALANCED FUND

10Years Equity Japan Sm&Mid Cap BEST FUND

J-STOCK ACTIVE OPEN

3Years Equity Global ex Japan BEST FUND

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

Year 2015

Morningstar Award "Fund of the Year 2015"

Domestic Mid- and Small-cap Stock Fund Division Best Fund of the Year

Sumitomo Mitsui Active Senior Life Open

Fixed-income Fund Division Best Fund of the Year

Corporate Bond Income Fund (Unhedged)

Asset Allocation-moderate Fund Division Fund of the Year

SMAM Global Balance Fund (Flexible Asset Allocation Type)

R&I Fund Award 2015

Investment Trusts Category India Equity Fund The Second Prize

High Growth India Midcap Equity Fund

Investment Trusts Category Japanese Mid and Small Caps Equity Fund The Second Prize

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

Defined Benefit Pension Category Japanese Core Equity Fund

SMAM New α Strategy

Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund

SMAM Japanese Small & Mid Cap Equities

NISA Category Japanese Mid and Small Caps Equity Fund The First Prize

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

NISA Category Japanese Bond Fund The Second Prize

SB JAPAN BOND FUND

Lipper Fund Awards Japan 2015

3Years Equity Japan BEST FUND

SMAM DC Toyota Group Equity

10Years Equity Global ex Japan BEST FUND

Sumitomo Mitsui DC Foreign Stock Index Fund S

5Years Bond Japanese Yen BEST FUND

SB JAPAN BOND FUND

~Year 2014

Morningstar Award "Fund of the Year 2014"

International Stock Fund Division Best Fund of the Year

Asia Dividend Yield REIT Fund

International REIT Fund Division Fund of the Year

Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open

Balanced Fund Division Best Fund of the Year

Tough America (Unhedged Monthly Dividend)

Bond Fund Division Fund of the Year

AUSTRALIA SHORT DURATION OPEN FUND (semi-annual)

R&I Fund Award 2014

Investment Trusts/Aggregate Category Japanese Equity Fund Aggregate The Second Prize

Sumitomo Mitsui Asset Management Company, Limited

Investment Trusts Category Asia Equity Multi-country Fund The Second Prize

Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open

Investment Trusts Category Japanese Mid and Small Caps Equity Fund The First Prize

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

Investment Trusts Category Japanese Bond Fund The Second Prize

SB JAPAN BOND FUND

Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund

SMAM Japanese Small & Mid Cap Equities

Defined Benefit Pension Category Emerging Equity Fund

SMAM Emerging Markets Equity (Vontobel AM)

Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund

Japanese Pension/Japan Equity Medium & Small Cap Active

NISA Category Japanese Mid and Small Caps Equity Fund The First Prize

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

Lipper Fund Awards Japan 2014

3Years Equity Asia Pacific Ex Japan BEST FUND

Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open

5Years Bond Australian Dollar BEST FUND

Sumitomo Mitsui Australian Dollar Bond Fund

3Years Bond Emerging Markets Global - Hard Currency BEST FUND

EMERGING MARKETS BOND FUND NZD (MONTHLY DIVIDEND)

5Years Bond Japanese Yen BEST FUND

SB JAPAN BOND FUND

Morningstar Award "Fund of the Year 2013"

Domestic Stock Fund Division Fund of the Year

Toyota Group Equity Fund

Bond Fund Division Best Fund of the Year

Mexico Bond Open (Monthly Dividend)

Bond Fund Division Fund of the Year

AUSTRALIA SHORT DURATION OPEN FUND (semi-annual)

R&I Fund Award 2013

Investment Trusts Category Asia Equity Multi-country Fund The Second Prize

Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open

Investment Trusts Category Australia and New Zealand Equity Fund The First Prize

Sumitomo Mitsui Australian Dollar Bond Fund

Investment Trusts Category Japanese Mid and Small Caps Equity Fund The First Prize

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

Investment Trusts Category Japanese Bond Fund The First Prize

JAPAN FIXED INCOME OPEN

Redeemed

Investment Trusts Category Japanese Bond Fund The Second Prize

SB JAPAN BOND FUND

Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund

SMAM Japanese Small & Mid Cap Equities

Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund

Japanese Pension/Japan Equity Medium & Small Cap Active (segregated portfolios)

Lipper Fund Awards Japan 2013

3Years Equity Asia Pacific Ex Japan BEST FUND

Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open

10Years Equity China BEST FUND

Sumitomo Mitsui New China Fund

10Years Equity Japan Small and Mid Caps BEST FUND

Super Small Company Stock Portfolio

10Years Bond US Dollar BEST FUND

Sumitomo Mitsui US Bond Open (Unhedged)

Redeemed

3Years Equity Japan Small and Mid Caps BEST FUND

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

3Years Bond Japanese Yen BEST FUND

JAPAN FIXED INCOME OPEN

Redeemed

Morningstar Award "Fund of the Year 2012"

International Stock Fund Division Fund of the Year

Sumitomo Mitsui New China Fund

International Bond Fund (unhedged) Division Fund of the Year

AUSTRALIA SHORT DURATION OPEN FUND (semi-annual)

R&I Fund Award 2012

Investment Trusts/Aggregate Category Mixed Asset Fund Aggregate The Second Prize

Sumitomo Mitsui Asset Management Company, Limited

Investment Trusts Category Global Bond Fund The Second Prize

World Higher Yield Bond Fund

Investment Trusts Category Australia and New Zealand Equity Fund The First Prize

Sumitomo Mitsui Australian Dollar Bond Fund

Investment Trusts Category Japanese Mid and Small Caps Equity Fund The Second Prize

DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND

Investment Trusts Category Japanese Bond Fund The Second Prize

JAPAN FIXED INCOME OPEN

Redeemed

Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund

SMAM Japanese Small & Mid Cap Equities

Defined Benefit Pension Category Japanese Value Equity Fund

Japanese Pension/Japan Equity Value + α

Lipper Fund Awards Japan 2012

3Years Bond Australian Dollar BEST FUND

Sumitomo Mitsui Australian Dollar Bond Fund

5Years Bond US Dollar BEST FUND

Sumitomo Mitsui US Bond Open (Hedged)

Redeemed

10Years Bond US Dollar BEST FUND

Sumitomo Mitsui US Bond Open (Unhedged)

Redeemed

3Years Bond Global - Short Term BEST FUND

HIGH YIELD CURRENCY OPEN

3Years Equity Japan Small and Mid Caps BEST FUND

J-STOCK ACTIVE OPEN

R&I Fund Award 2011

Defined Contribution Pension Category Global Bond Fund The Second Prize

Sumitomo Mitsui DC Foreign Bond Active

Defined Contribution Pension Category Global Equity Fund The Second Prize

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund

SMAM Japanese Small & Mid Cap Equities

Defined Benefit Pension Category Japanese Value Equity Fund

Japanese Pension/Japan Equity Value + α

Defined Benefit Pension Category Japanese Core Equity Fund

Japanese Pension/Japan Equity Fundamental Active(vs. TOPIX)

Morningstar Award "Fund of the Year 2010"

International Stock Fund Division Fund of the Year

Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open

International Bond Fund Division Best Fund of the Year

AUSTRALIA SHORT DURATION OPEN FUND (semi-annual)

R&I Fund Award 2010

Defined Contribution Pension Category Global Equity Fund The Second Prize

DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND

Defined Contribution Pension Category Global Equity Fund The Second Prize

DAIWA SB DC FOREIGN EQUITY ACTIVE FUND

Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund

SMAM Japanese Small & Mid Cap Equities

Defined Benefit Pension Category Japanese Bond Fund

Active Japanese Bond Fund

This prize was won by TOYOTA ASSET MANAGEMENT CO.,LTD.

Defined Benefit Pension Category Mixed Asset Fund

TA Balanced Fund

This prize was won by TOYOTA ASSET MANAGEMENT CO.,LTD.

Defined Benefit Pension Category Japanese Core Equity Fund

Japanese Pension/Japan Equity Fundamental Active(vs. TOPIX)

Defined Benefit Pension Category Japanese Value Equity Fund

Japanese Pension/Japan Equity Value + α

Lipper Fund Awards Japan 2010

3Years Equity China BEST FUND

SMAM China Frontier Open

3Years Equity Sector Biotechnology BEST FUND

GLOBAL BIOTECHNOLOGY FUND A

Redeemed

5Years Bond Europe BEST FUND

SMAM Europe Government Bond Fund

5Years Equity Sector Biotechnology BEST FUND

GLOBAL BIOTECHNOLOGY FUND B

Redeemed

5Years Equity Sector Information Technology BEST FUND

IT GLOBAL B

Redeemed

Morningstar Award "Fund of the Year 2009"

Hybrid Fund Division Fund of the Year

GLOBAL DIVERSIFIED OPEN

R&I Fund Award 2009

Investment Trusts/Aggregate Category Japanese Equity Fund Aggregate The Second Prize

TOYOTA ASSET MANAGEMENT CO., LTD.

This prize was won by TOYOTA ASSET MANAGEMENT CO.,LTD.

Defined Benefit Pension Category Global Equity Fund

Global Equity Active

Defined Benefit Pension Category Mixed Asset Fund

TA Balanced Fund

This prize was won by TOYOTA ASSET MANAGEMENT CO.,LTD.

R&I Fund Award 2008

Investment Trusts/Aggregate Category Global Equity Fund Aggregate The First Prize

Sumitomo Mitsui Asset Management Company, Limited

Investment Trusts/Aggregate Category Global Bond Fund Aggregate The Second Prize

Sumitomo Mitsui Asset Management Company, Limited

Investment Trusts/Aggregate Category Global Equity Fund Aggregate The Second Prize

Daiwa SB Investments

Investment Trusts Category Global REIT Fund The Second Prize

Sumitomo Mitsui Global REIT Open

Investment Trusts Category Global Equity Fund The First Prize

GLOBAL ECO GROWTH FUND B

Redeemed

Defined Contribution Pension Category Global Equity Fund The First Prize

DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND

Lipper Fund Awards Japan 2008

5Years Equity China BEST FUND

Sumitomo Mitsui New China Fund

3Years Bond Australian Dollar BEST FUND

AUSTRALIA SHORT DURATION OPEN FUND (semi-annual)

3Years Bond Euro BEST FUND

EURO SHORT DURATION FUND

Redeemed

3Years Equity Global BEST FUND

GLOBAL ECO GROWTH FUND B

Redeemed

Morningstar Award "Fund of the Year 2007"

Hybrid Fund Division Fund of the Year

Sumitomo Mitsui Global three Assets Fund

R&I Fund Award 2007

Investment Trusts Category Japanese Mid and Small Caps Equity Fund The Second Prize

Sumitomo Mitsui Mid-Small Cap Equity Fund

Investment Trusts Category Global REIT Fund The First Prize

Sumitomo Mitsui Global REIT Open

Defined Contribution Pension Category Global Equity Fund The Second Prize

DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND

Lipper Fund Awards Japan 2007

3Years Mixed Asset JPY Conservative BEST FUND

Sumitomo Mitsui Life View Balance Fund 30

3Years and 5Years Bond Japanese Yen BEST FUND

SB JAPAN BOND FUND

3Years Bond Australian Dollar BEST FUND

AUSTRALIA SHORT DURATION OPEN FUND (semi-annual)

3Years Bond Emerging Markets Global BEST FUND

EMERGING MARKET BOND FUND (MONTHLY DIVIDEND)

Morningstar Award "Fund of the Year 2006"

International Stock Fund Division Fund of the Year

GLOBAL HIGH DIVIDEND EQUITY OPEN

Lipper Fund Awards Japan 2006

3Years and 5Years Bond Japanese Yen BEST FUND

SB JAPAN BOND FUND

5Years Bond Convertibles Japan BEST FUND

SB・CB OPEN

Redeemed

Morningstar Award "Fund of the Year 2004"

Bond Fund Division Fund of the Year

SB JAPAN BOND FUND

Morningstar Award "Fund of the Year 2003"

Rookie Funds Division Fund of the Year

SMAM Japanese Equity Value Fund

Domestic Funds Division Fund of the Year

SB JAPAN BOND FUND

Morningstar Award "Fund of the Year 2002"

Domestic Funds Division Fund of the Year

SB JAPAN BOND FUND

Morningstar Award "Fund of the Year 2000"

Domestic Funds Division Fund of the Year

SB・CB OPEN

Redeemed

  • References to any specific securities do not constitute an offer to buy or sell securities. Those awarded funds based upon the past performance cannot guarantee their future performance. Data or statements are obtained from sources Morningstar Japan K.K believed to be reliable but are not guaranteed as to accuracy or completeness.
    All information is the property of Morningstar Japan K.K. or Morningstar, Inc. and protected by copyright and intellectual property laws. All rights reserved.
  • The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see https://lipperalpha.refinitiv.com/lipper/ Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
  • The R&I Fund Award is presented to provide reference information based on the past data R&I believes to be reliable (however, its accuracy and completeness are not guaranteed by R&I and is not intended to recommend the purchase, sale or holding of particular products or guarantee their future performance. The Award is not the Credit Rating Business, but one of the Other Lines of Business (businesses excluding Credit Rating Business and also excluding the Ancillary Businesses) as set forth in Article 299, paragraph (1), item (xxviii) of the Cabinet Office Ordinance on Financial Instruments Business, etc. With respect to such business, relevant laws and regulations require measures to be implemented so that activities pertaining to such business would not unreasonably affect the Credit Rating Activities. Intellectual property rights including copyright and all other rights in this Award are the sole property of R&I, and any unauthorized copying, reproduction and so forth are prohibited. The Award for the "Investment Trusts/Aggregate" category is based on the average performance of the relevant funds of a fund manager, and does not indicate the excellent performance of all individual funds of the manager.
Note: Only awards where we have received permission for disclosure are shown. These awards are based on past achievements and do not guarantee future results.