Selected Awards
Year 2024
Morningstar Award 2024
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Morningstar Category Awards Japan Equity Winner Sumitomo Mitsui DS Japan Value Equity Fund |
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Morningstar Category Awards Bond Finalist |
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Morningstar Category Awards REIT Finalist |
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Morningstar Category Awards Allocation Finalist |
LSEG Lipper Fund Awards Japan 2024
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Most earned category Award Sumitomo Mitsui DS Asset Management Company, Limited |
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3years Bond USD BEST FUND T.ROWE PRICE US INCOME FUND |
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3years Equity Asia Pacific ex Japan BEST FUND Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open |
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3Years Bond INR BEST FUND India Bond Fund Monthly Settlement Type |
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3years Bond Global Corporates JPY BEST FUND Japan Corporate Foreign Bond Open(Unhedged) |
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3years Equity Sector Biotechnology BEST FUND Future Biotech Fund |
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5years Bond Convertibles Global BEST FUND Nikko Edmond de Rothschild Global CB Fund (JPY Unhedged) |
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5years Equity Global BEST FUND Global Autonomous Driving Related Equity Fund (Unhedged) |
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5years Equity Sector Consumer Discretionary BEST FUND Global EV Revolution Fund (FX unhedged) |
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10years Bond JPY BEST FUND SB JAPAN BOND FUND |
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10years Equity Japan Income BEST FUND Sumitomo Mitsui Dividend Yield Stock Open |
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3years Equity Japan BEST FUND Sumitomo Mitsui Value Equity Pension Fund |
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3years Mixed Asset JPY Flexible BEST FUND Sumitomo Mitsui DC Balance Fund (Growth) |
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5years Bond JPY BEST FUND DAIWA SUMIGIN DC JAPAN BOND FUND |
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5years,10years Mixed Asset JPY Aggressive BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 70 |
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10years Equity Japan BEST FUND DAIWA SUMIGIN DC JAPAN EQUITY FUND |
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10years Mixed Asset JPY Conservative BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 30 |
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10years Mixed Asset JPY Balanced BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 50 |
Year 2023
Morningstar Award 2023
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Morningstar Category Awards Allocation Winner Sumitomo Mitsui DC Pension Balance 70 |
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Morningstar Category Awards Bond Winner |
R＆I Fund Award 2023
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Investment Trusts/10-year Category Japanese High dividend Equity Fund The First Prize Sumitomo Mitsui Dividend Yield Stock Open |
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Investment Trusts/10-year Category Japanese Mid and Small Caps Equity Fund The Second Prize Sumitomo Mitsui Mid-Small Cap Equity Fund |
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Investment Trusts/10-year Category Global Growth Equity Fund The First Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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Investment Trusts/10-year Category Global Growth Equity Fund The First Prize GLOBAL BEST FUND |
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Investment Trusts Category Japanese Value Equity Fund The Second Prize DAIWA SUMIGIN DC JAPAN STOCK FUND |
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Investment Trusts Category Japanese High dividend Equity Fund The First Prize JAPAN HIGH DIVIDEND EQUITY OPEN |
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Investment Trusts Category Japanese Mid and Small Caps Equity Fund The First Prize Nippon Mid-Small Cap Equity Fund |
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Investment Trusts Category India Equity Fund The Second Prize High Growth India Midcap Equity Fund |
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Investment Trusts Category India Equity Fund The Second Prize High Growth India Midcap Equity Fund (Annually Settlement type) |
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Investment Trusts Category GlobaL ESG Equity Fund The First Prize Global EV Revolution Fund (FX unhedged) |
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Investment Trusts Category Global Technology related Equity Fund The First Prize Global Autonomous Driving Related Equity Fund (Unhedged) |
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Investment Trusts Category Global Unconstrained Bond Fund The First Prize Sumitomo Mitsui PIMCO Strategic Income Fund (Yen Unhedged/quarterly pay-out) |
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Investment Trusts Category Global Unconstrained Bond Fund The First Prize Sumitomo Mitsui PIMCO Strategic Income Fund (Yen Unhedged/annual pay-out) |
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Investment Trusts Category North American Bond Fund The First Prize T.ROWE PRICE US INCOME FUND |
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Investment Trusts Category Australia and New Zealand Bond The First Prize AUSTRALIA SHORT DURATION OPEN FUND (MONTHLY DIVIDEND) |
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Investment Trusts Category Mixed Asset Balanced Fund (Standard) The Second Prize GLOBAL DIVERSIFIED OPEN |
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Investment Trusts Category Mixed Asset Balanced Fund (Equities & REITs Focus) The Second Prize Nikko BlackRock High Quality Allocation Fund (Unhedged) |
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Investment Trusts Category Mixed Asset Balanced Fund (Equities & REITs Focus) The Second Prize Nikko BlackRock High Quality Allocation Fund (Unhedged/Semi-annually Settlement Type) |
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Defined Benefit Pension Category Japanese Mid and Small Caps Equity Japanese Pension/Japan Equity Medium & Small Cap Active |
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Defined Benefit Pension Category Japanese Bond Japanese Pension/Japan Core Fixed Income |
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Defined Benefit Pension Category Japanese Bond Japan Fixed Income Active - Credit Emphasis |
Refinitiv Lipper Fund Awards Japan 2023
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Most earned category Award Sumitomo Mitsui DS Asset Management Company, Limited |
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3years, 5years Equity Australia BEST FUND Australian Dividend Yield Equity Fund (Annually Settlement type) |
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3years Equity Sector Consumer Discretionary BEST FUND Global EV Revolution Fund (FX unhedged) |
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3years Bond Global Corporates JPY BEST FUND TOYOTA Motor Credit / TOYOTA Group Bond Fund |
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3years Equity Sector Real Est Global BEST FUND Hitokufuu Developed Markets REIT Fund |
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5years Equity US Sm&Mid Cap BEST FUND Rockefeller US Small-Mid Cap Innovators Fund |
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3years Equity Global Income BEST FUND Sumitomo Mitsui Global Dividend Yield Stock Open |
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3years, 5years Equity China BEST FUND Sumitomo Mitsui China A & H Shares Open |
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10years Equity Japan Income BEST FUND Sumitomo Mitsui Dividend Yield Stock Open |
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5years Bond Global Corporates JPY BEST FUND Japan Corporate Foreign Bond Open (Unhedged) |
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3years, 5years Bond Convertibles Global BEST FUND Nikko Edmond de Rothschild Global CB Fund (JPY Unhedged) |
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3years, 5years Equity Sector Financials BEST FUND US High Income BDC Fund (Annual pay-out) |
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3years, 10years Mixed Asset JPY Conservative BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 30 |
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3years Mixed Asset JPY Aggressive BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 70 |
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5years Equity Japan BEST FUND DAIWA SUMIGIN DC JAPAN EQUITY FUND |
Year 2022
R＆I Fund Award 2022
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Investment Trusts/10-year Category Japanese High dividend Equity Fund The First Prize Sumitomo Mitsui Dividend Yield Stock Open |
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Investment Trusts/10-year Category Global Growth Equity Fund The First Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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Investment Trusts Category Japanese Value Equity Fund The First Prize DAIWA SUMIGIN DC JAPAN STOCK FUND |
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Investment Trusts Category Global Growth Equity Fund The First Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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Investment Trusts Category Global High dividend Equity Fund The First Prize GLOBAL HIGH DIVIDEND EQUITY OPEN |
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Investment Trusts Category Global Technology related Equity Fund The Second Prize Global Artificial Intelligence Fund |
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Investment Trusts Category Global Technology related Equity Fund The Second Prize Global Autonomous Driving Related Equity Fund (Unhedged) |
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Investment Trusts Category Mixed Asset Balanced Fund The Second Prize Asset Allocation Fund (Stable Type) |
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NISA Category Japanese Value Equity Fund The First Prize DAIWA SUMIGIN DC JAPAN STOCK FUND |
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NISA Category Global Growth Equity Fund The First Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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iDeCo & DC Category Japanese Value Equity Fund The First Prize DAIWA SUMIGIN DC JAPAN STOCK FUND |
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iDeCo & DC Category Japanese Value Equity Fund The First Prize DAIWA SUMIGIN DC JAPAN EQUITY FUND |
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iDeCo & DC Category Global Growth Equity Fund The First Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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iDeCo & DC Category Global Growth Equity Fund The First Prize DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND |
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iDeCo & DC Category Mixed Asset Balanced Fund (Fixed Income Focus) The First Prize DAIWA SUMIGIN DC PENSION PLAN FUND 30 |
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iDeCo & DC Category Mixed Asset Balanced Fund (Standard) The First Prize DAIWA SUMIGIN DC PENSION PLAN FUND 50 |
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iDeCo & DC Category Mixed Asset Balanced Fund (Equities & REITs Focus) The First Prize DAIWA SUMIGIN DC PENSION PLAN FUND 70 |
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Defined Benefit Pension Category Japanese Mid and Small Caps Equity Japan Equity Mid-Small Cap Free Active |
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Defined Benefit Pension Category Japanese Value Equity Japanese Pension/Japan Equity Value + α |
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Defined Benefit Pension Category Japanese Core Equity Japanese Pension/Japan Equity Fundamental Active (vs. TOPIX) |
Refinitiv Lipper Fund Awards Japan 2022
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Defined Contribution Pension, Overall Sumitomo Mitsui DS Asset Management Company, Limited |
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Defined Contribution Pension, Equity |
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3years, 5years Equity Global Income BEST FUND |
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3years Equity Sector Financial BEST FUND |
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3years Equity Sector Real Estate Holdings Global BEST FUND |
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5years Equity China BEST FUND |
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5years Equity Japan Income BEST FUND |
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10years Equity Global ex Japan BEST FUND |
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10years Equity Japan Income BEST FUND |
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10years Equity Global ex Japan BEST FUND |
Year 2021
Morningstar Award “Fund of the Year 2021”
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Domestic Stock Fund Division Best Fund of the Year Toyota Motor/Toyota Group Equity Fund |
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Global-Stock (including Japan) Fund Division Fund of the Year Global Autonomous Driving Related Equity Fund (Unhedged) |
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Global-Stock (including Japan) Fund Division Fund of the Year GLOBAL HIGH DIVIDEND EQUITY OPEN |
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Asset Allocation Fund Division Fund of the Year 100-year-life Global Diversified Fund (Accumulating Course) |
R＆I Fund Award 2021
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Investment Trusts/10-year Category Japanese High dividend Equity Fund The First Prize Sumitomo Mitsui Dividend Yield Stock Open |
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Investment Trusts/10-year Category Global Growth Equity Fund The First Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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Investment Trusts Category Global High dividend Equity Fund The First Prize GLOBAL HIGH DIVIDEND EQUITY OPEN |
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Investment Trusts Category Global Technology related Equity Fund The First Prize Global Artificial Intelligence Fund |
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iDeCo & DC Category Japanese Value Equity Fund The First Prize DAIWA SUMIGIN DC JAPAN STOCK FUND |
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iDeCo & DC Category Japanese Value Equity Fund The First Prize DAIWA SUMIGIN DC JAPAN EQUITY FUND |
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iDeCo & DC Category Global Growth Equity Fund The First Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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iDeCo & DC Category Global Growth Equity Fund The First Prize DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND |
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iDeCo & DC Category Mixed Asset Balanced Fund (Equities & REITs Focus) The First Prize DAIWA SUMIGIN DC PENSION PLAN FUND 70 |
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Investment Trusts/10-year Category Japanese Mid and Small Caps Equity Fund The Second Prize Sumitomo Mitsui Mid-Small Cap Equity Fund |
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Investment Trusts/10-year Category Global Growth Equity Fund The Second Prize GLOBAL BEST FUND |
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Investment Trusts Category Global Growth Equity Fund The Second Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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Investment Trusts Category Mixed Asset Balanced Fund The Second Prize Nikko BlackRock High Quality Allocation Fund（Unhedged/Semi-annually Settlement Type） |
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Investment Trusts Category Mixed Asset Balanced Fund The Second Prize Nikko BlackRock High Quality Allocation Fund（Unhedged） |
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NISA Category Global Growth Equity Fund The Second Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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Defined Benefit Pension Category Japanese Mid and Small Caps Equity Japanese Investment Trust/Japanese Mid-Small Cap Stock Mother Fund |
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Defined Benefit Pension Category Japanese Bond Japanese Pension/Japan Core Fixed Income |
Refinitiv Lipper Fund Awards Japan 2021
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3years, 5years and 10years Equity Global ex Japan BEST FUND DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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3years, 5years Equity Global Income BEST FUND GLOBAL HIGH DIVIDEND EQUITY OPEN |
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3years Bond USD Municipal BEST FUND US Municipal Fixed Income Fund(JPY Hedged) |
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3years Equity Sector Real Estate Holdings Asia Pacific BEST FUND J-REIT Asia Mix Open |
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5years Bond Global Short-term BEST FUND Global Higher Interest Rate Currency Fund |
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5years Equity Japan Income BEST FUND Sumitomo Mitsui Focus Japan Open |
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10years Equity Japan Income BEST FUND Sumitomo Mitsui Dividend Yield Stock Open |
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3years, 5years and 10years Equity Global ex Japan BEST FUND DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND |
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5years Mixed Asset JPY Balanced BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 50 |
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5years Mixed Asset JPY Conservative BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 30 |
Year 2020
Morningstar Award “Fund of the Year 2020”
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Global-Stock （specific regions） Fund Division Best Fund of the Year Global Artificial Intelligence Fund(Yen Hedged) |
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Global-Stock Fund Division Fund of the Year Global EV Revolution Fund (FX unhedged) |
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Global-Stock （specific regions） Fund Division Fund of the Year Sumitomo Mitsui New China Fund |
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Asset Allocation growth Fund Division Fund of the Year 100-year-life Global Diversified Fund (Distributing Course) |
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Alternative Fund Division Fund of the Year Asia Dividend Yield REIT Fund |
R＆I Fund Award 2020
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Investment Trusts/10-year Category Japanese Bond Fund The First Prize SB JAPAN BOND FUND |
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Investment Trusts Category Japanese Bond Fund The First Prize SB JAPAN BOND FUND |
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Investment Trusts Category Brazil and Latin America Bond Fund The First Prize Mexico Bond Open (Monthly Dividend) |
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Investment Trusts Category Brazil and Latin America Bond Fund The First Prize Mexico Bond Open(Growth Type) |
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iDeCo & DC Category Mixed Asset Balanced Fund (Fixed Income Focus) The First Prize DAIWA SUMIGIN DC PENSION PLAN FUND 30 |
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Investment Trusts/10-year Category Global Equity Fund The Second Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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Investment Trusts Category North American High Yield Bond Fund The Second Prize Sumitomo Mitsui USA High Yield Bond Fund（Unhedged） |
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iDeCo & DC Category Global Equity Fund The Second Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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iDeCo & DC Category Global Equity Fund The Second Prize DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND |
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iDeCo & DC Category Global Bond Fund The Second Prize DAIWA SUMIGIN DC INTERNATIONAL BOND FUND |
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iDeCo & DC Category Mixed Asset Balanced Fund (Equities & REITs Focus) The Second Prize DAIWA SUMIGIN DC PENSION PLAN FUND 70 |
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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. |
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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. |
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Defined Benefit Pension Category Japanese Bond Japanese Pension/Japan Core Fixed Income |
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Defined Benefit Pension Category Alternative (Long-Short Equity) Japanese Investment Trust/Domestic Stock Long Short Mother Fund |
Refinitiv Lipper Fund Awards 2020 Japan.
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3years, 5years and 10years Equity Global ex Japan BEST FUND DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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3years, 5years Equity Japan Income BEST FUND Sumitomo Mitsui Focus Japan Open |
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5years Equity Sector Energy BEST FUND North America Energy Fund（Biannually Settlement type） |
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10years Bond JPY BEST FUND SB JAPAN BOND FUND |
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10years Equity Global BEST FUND GLOBAL BEST FUND |
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10years Equity Japan Income BEST FUND Sumitomo Mitsui Dividend Yield Stock Open |
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3years, 5years and 10years Equity Global ex Japan BEST FUND DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND |
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5years Mixed Asset JPY Aggressive BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 70 |
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5years Mixed Asset JPY Balanced BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 50 |
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5years Mixed Asset JPY Conservative BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 30 |
Year 2019
Morningstar Award “Fund of the Year 2019”
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REIT Fund Division Best Fund of the Year J-REIT Asia Mix Open(annual pay-out) |
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Global-Stock Fund Division Fund of the Year Global Autonomous Driving Related Equity Fund (Unhedged) |
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REIT Fund Division Fund of the Year Asia Dividend Yield REIT Fund |
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ESG Fund Division Fund of the Year Global Impact Fund |
R&I Fund Award 2019
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Investment Trusts/10-year Category Japanese Bond Fund The First Prize SB JAPAN BOND FUND |
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Investment Trusts Category Japanese Bond Fund The First Prize SB JAPAN BOND FUND |
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Investment Trusts Category European Equity Fund The First Prize Nikko Edmond de Rothschild Luxury Fund |
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Investment Trusts Category Australia and New Zealand Equity Fund The First Prize Australian Dividend Yield Equity Fund |
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Investment Trusts Category North American Bond Fund The First Prize T.ROWE PRICE US INCOME FUND |
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iDeCo・DC Category Global Equity Fund The First Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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iDeCo・DC Category Global Equity Fund The First Prize DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND |
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iDeCo・DC Category Global Bond Fund The First Prize DAIWA SUMIGIN DC INTERNATIONAL BOND FUND |
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NISA Category Mixed Asset Conservative Fund The First Prize Sumitomo Mitsui DC Pension Balance 30 |
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Investment Trusts/10-year Category Japanese Mid and Small Caps Equity Fund The Second Prize Sumitomo Mitsui Mid-Small Cap Equity Fund |
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Investment Trusts/10-year Category Japanese Mid and Small Caps Equity Fund The Second Prize DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND |
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Investment Trusts Category North American Equity Fund The Second Prize US Technology Innovators Fund |
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iDeCo・DC Category Mixed Asset Conservative Fund The Second Prize DAIWA SUMIGIN DC PENSION PLAN FUND 30 |
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NISA Category Mixed Asset Balanced Fund The Second Prize Sumitomo Mitsui DC Pension Balance 50 |
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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. |
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Defined Benefit Pension Category Japanese Bond Japanese Pension/Japan Core Fixed Income |
Lipper Fund Awards from Refinitiv 2019 Japan.
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3Years, 5Years and 10Years Equity Japan Income BEST FUND Sumitomo Mitsui Dividend Yield Stock Open |
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3Years, 5Years Equity Australia BEST FUND Australia High Dividend Equity F(M Sttl) |
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3Years Bond Asia Pacific HC BEST FUND Asia High Yield Bond F Monthly (NH) |
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3Years Bond JPY BEST FUND Japan Ultralong-term Government Bond Fund |
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3Years Equity Sector Energy BEST FUND North America Energy F (2/y) |
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3Years Mixed Asset JPY Conservative BEST FUND Sumitomo Mitsui DC Pension Balance 30 |
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5Years Mixed Asset JPY Conservative BEST FUND Sumitomo Mitsui Life View Balance Fund 30 |
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10Years Bond JPY BEST FUND SB JAPAN BOND FUND |
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10Years Equity Global BEST FUND GLOBAL BEST FUND |
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3Years, 5Years and 10Years Equity Global ex Japan BEST FUND DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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3Years Mixed Asset USD Flex - US BEST FUND TOUGH AMERICA (HEDGED GROWTH TYPE) |
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10Years Bond JPY BEST FUND DAIWA SB DC JAPAN BOND FUND |
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3Years, 5Years Mixed Asset JPY Balanced BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 50 |
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3Years, 5Years Mixed Asset JPY Conservative BEST FUND DAIWA SUMIGIN DC PENSION PLAN FUND 30 |
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3Years, 5Years Equity Global ex Japan BEST FUND DAIWA SB DC FOREIGN EQUITY FUND |
Year 2018
Morningstar Award “Fund of the Year 2018”
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REIT Fund Division Best Fund of the Year J-REIT Asia Mix Open(annual pay-out) |
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Domestic Stock Fund Division Fund of the Year Sumitomo Mitsui Dividend Yield Stock Open |
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Global-Stock (including Japan) Fund Division Fund of the Year Global Artificial Intelligence Fund(Yen Hedged) |
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Global-Stock (excluding Japan) Fund Division Fund of the Year DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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Fixed-income Fund Division Best Fund of the Year SB JAPAN BOND FUND |
R&I Fund Award 2018
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Investment Trusts/10-year Category Japanese Equity Fund The Second Prize Sumitomo Mitsui Active Senior Life Open |
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Investment Trusts/10-year Category Japanese Mid and Small Caps Equity Fund The Second Prize DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND |
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Investment Trusts Category Australia and New Zealand Equity The First Prize Australian Dividend Yield Equity Fund |
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Investment Trusts Category India Equity Fund The First Prize High Growth India Midcap Equity Fund |
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Investment Trusts Category Japanese Bond Fund The First Prize SB JAPAN BOND FUND |
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Investment Trusts Category European Equity Fund The Second Prize T.ROWE PRICE US INCOME FUND |
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Investment Trusts Category Asian Bond Fund The First Prize Asia High Income Fund (Asia 3 Currency) |
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iDeCo・DC Category Japanese Equity Fund The Second Prize Sumitomo Mitsui Life View Japan Equity Fund |
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iDeCo・DC Category Mixed Asset Balanced Fund The First Prize Sumitomo Mitsui Life View Balance Fund 50 |
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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 |
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iDeCo・DC Category Global Bond Fund The Second Prize DSI DC INTERNATIONAL BOND F |
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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 |
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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 |
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Defined Benefit Pension Category Japanese Growth Equity Fund SMAM Growth Strategy |
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Defined Benefit Pension Category Japanese Value Equity Fund SMAM Dividend Yield Strategy |
Thomson Reuters Lipper Fund Awards Japan 2018
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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 |
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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 |
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Defined Contribution Pension Category Japanese Equity Fund The Second Prize Sumitomo Mitsui Life View Japan Equity Fund |
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Defined Contribution Pension Category Global Equity Fund The First Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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Defined Contribution Pension Category Global Equity Fund The First Prize DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND |
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Defined Benefit Pension Category Japanese Core Equity Fund SMAM New α Strategy |
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Defined Benefit Pension Category Japanese Value Equity Fund SMAM Japanese Relative Value Strategy |
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Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund SMAM Japanese Small & Mid Cap Equities |
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NISA Category Japanese Equity Fund The First Prize Sumitomo Mitsui Active Senior Life Open |
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NISA Category Global Equity Fund The Second Prize GLOBAL BEST FUND |
Lipper Fund Awards Japan 2016
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3Years and 5Years Equity Global ex Japan BEST FUND International Equity Index |
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3Years and 5Years Equity Japan Income BEST FUND Sumitomo Mitsui Dividend Yield Stock Open |
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3Years Equity Japan BEST FUND Sumitomo Mitsui Active Senior Life Open |
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3Years Bond Global BEST FUND Global Hybrid Securities Fund (Unhedged) |
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3Years Mixed Asset JPY Balanced BEST FUND DAIWA SUMIGIN GLOBAL BALANCED FUND |
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10Years Equity Japan Sm&Mid Cap BEST FUND J-STOCK ACTIVE OPEN |
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3Years Equity Global ex Japan BEST FUND DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
Year 2015
Morningstar Award "Fund of the Year 2015"
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Domestic Mid- and Small-cap Stock Fund Division Best Fund of the Year Sumitomo Mitsui Active Senior Life Open |
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Fixed-income Fund Division Best Fund of the Year Corporate Bond Income Fund (Unhedged) |
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Asset Allocation-moderate Fund Division Fund of the Year SMAM Global Balance Fund (Flexible Asset Allocation Type) |
R&I Fund Award 2015
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Investment Trusts Category India Equity Fund The Second Prize High Growth India Midcap Equity Fund |
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Investment Trusts Category Japanese Mid and Small Caps Equity Fund The Second Prize DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND |
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Defined Benefit Pension Category Japanese Core Equity Fund SMAM New α Strategy |
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Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund SMAM Japanese Small & Mid Cap Equities |
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NISA Category Japanese Mid and Small Caps Equity Fund The First Prize DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND |
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NISA Category Japanese Bond Fund The Second Prize SB JAPAN BOND FUND |
Lipper Fund Awards Japan 2015
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3Years Equity Japan BEST FUND SMAM DC Toyota Group Equity |
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10Years Equity Global ex Japan BEST FUND Sumitomo Mitsui DC Foreign Stock Index Fund S |
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5Years Bond Japanese Yen BEST FUND SB JAPAN BOND FUND |
～Year 2014
Morningstar Award "Fund of the Year 2014"
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International Stock Fund Division Best Fund of the Year Asia Dividend Yield REIT Fund |
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International REIT Fund Division Fund of the Year Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open |
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Balanced Fund Division Best Fund of the Year Tough America (Unhedged Monthly Dividend) |
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Bond Fund Division Fund of the Year AUSTRALIA SHORT DURATION OPEN FUND (semi-annual) |
R&I Fund Award 2014
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Investment Trusts/Aggregate Category Japanese Equity Fund Aggregate The Second Prize Sumitomo Mitsui Asset Management Company, Limited |
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Investment Trusts Category Asia Equity Multi-country Fund The Second Prize Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open |
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Investment Trusts Category Japanese Mid and Small Caps Equity Fund The First Prize DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND |
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Investment Trusts Category Japanese Bond Fund The Second Prize SB JAPAN BOND FUND |
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Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund SMAM Japanese Small & Mid Cap Equities |
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Defined Benefit Pension Category Emerging Equity Fund SMAM Emerging Markets Equity (Vontobel AM) |
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Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund Japanese Pension/Japan Equity Medium & Small Cap Active |
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NISA Category Japanese Mid and Small Caps Equity Fund The First Prize DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND |
Lipper Fund Awards Japan 2014
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3Years Equity Asia Pacific Ex Japan BEST FUND Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open |
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5Years Bond Australian Dollar BEST FUND Sumitomo Mitsui Australian Dollar Bond Fund |
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3Years Bond Emerging Markets Global - Hard Currency BEST FUND EMERGING MARKETS BOND FUND NZD (MONTHLY DIVIDEND) |
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5Years Bond Japanese Yen BEST FUND SB JAPAN BOND FUND |
Morningstar Award "Fund of the Year 2013"
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Domestic Stock Fund Division Fund of the Year Toyota Group Equity Fund |
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Bond Fund Division Best Fund of the Year Mexico Bond Open (Monthly Dividend) |
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Bond Fund Division Fund of the Year AUSTRALIA SHORT DURATION OPEN FUND (semi-annual) |
R&I Fund Award 2013
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Investment Trusts Category Asia Equity Multi-country Fund The Second Prize Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open |
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Investment Trusts Category Australia and New Zealand Equity Fund The First Prize Sumitomo Mitsui Australian Dollar Bond Fund |
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Investment Trusts Category Japanese Mid and Small Caps Equity Fund The First Prize DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND |
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Investment Trusts Category Japanese Bond Fund The First Prize JAPAN FIXED INCOME OPEN Redeemed |
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Investment Trusts Category Japanese Bond Fund The Second Prize SB JAPAN BOND FUND |
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Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund SMAM Japanese Small & Mid Cap Equities |
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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
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3Years Equity Asia Pacific Ex Japan BEST FUND Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open |
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10Years Equity China BEST FUND Sumitomo Mitsui New China Fund |
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10Years Equity Japan Small and Mid Caps BEST FUND Super Small Company Stock Portfolio |
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10Years Bond US Dollar BEST FUND Sumitomo Mitsui US Bond Open (Unhedged) Redeemed |
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3Years Equity Japan Small and Mid Caps BEST FUND DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND |
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3Years Bond Japanese Yen BEST FUND JAPAN FIXED INCOME OPEN Redeemed |
Morningstar Award "Fund of the Year 2012"
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International Stock Fund Division Fund of the Year Sumitomo Mitsui New China Fund |
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International Bond Fund (unhedged) Division Fund of the Year AUSTRALIA SHORT DURATION OPEN FUND (semi-annual) |
R&I Fund Award 2012
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Investment Trusts/Aggregate Category Mixed Asset Fund Aggregate The Second Prize Sumitomo Mitsui Asset Management Company, Limited |
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Investment Trusts Category Global Bond Fund The Second Prize World Higher Yield Bond Fund |
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Investment Trusts Category Australia and New Zealand Equity Fund The First Prize Sumitomo Mitsui Australian Dollar Bond Fund |
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Investment Trusts Category Japanese Mid and Small Caps Equity Fund The Second Prize DAIWA SUMIGIN JAPAN SMALL CAP EQUITY FUND |
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Investment Trusts Category Japanese Bond Fund The Second Prize JAPAN FIXED INCOME OPEN Redeemed |
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Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund SMAM Japanese Small & Mid Cap Equities |
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Defined Benefit Pension Category Japanese Value Equity Fund Japanese Pension/Japan Equity Value + α |
Lipper Fund Awards Japan 2012
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3Years Bond Australian Dollar BEST FUND Sumitomo Mitsui Australian Dollar Bond Fund |
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5Years Bond US Dollar BEST FUND Sumitomo Mitsui US Bond Open (Hedged) Redeemed |
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10Years Bond US Dollar BEST FUND Sumitomo Mitsui US Bond Open (Unhedged) Redeemed |
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3Years Bond Global - Short Term BEST FUND HIGH YIELD CURRENCY OPEN |
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3Years Equity Japan Small and Mid Caps BEST FUND J-STOCK ACTIVE OPEN |
R&I Fund Award 2011
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Defined Contribution Pension Category Global Bond Fund The Second Prize Sumitomo Mitsui DC Foreign Bond Active |
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Defined Contribution Pension Category Global Equity Fund The Second Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund SMAM Japanese Small & Mid Cap Equities |
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Defined Benefit Pension Category Japanese Value Equity Fund Japanese Pension/Japan Equity Value + α |
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Defined Benefit Pension Category Japanese Core Equity Fund Japanese Pension/Japan Equity Fundamental Active(vs. TOPIX) |
Morningstar Award "Fund of the Year 2010"
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International Stock Fund Division Fund of the Year Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open |
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International Bond Fund Division Best Fund of the Year AUSTRALIA SHORT DURATION OPEN FUND (semi-annual) |
R&I Fund Award 2010
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Defined Contribution Pension Category Global Equity Fund The Second Prize DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND |
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Defined Contribution Pension Category Global Equity Fund The Second Prize DAIWA SB DC FOREIGN EQUITY ACTIVE FUND |
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Defined Benefit Pension Category Japanese Mid and Small Caps Equity Fund SMAM Japanese Small & Mid Cap Equities |
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Defined Benefit Pension Category Japanese Bond Fund Active Japanese Bond Fund This prize was won by TOYOTA ASSET MANAGEMENT CO.,LTD. |
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Defined Benefit Pension Category Mixed Asset Fund TA Balanced Fund This prize was won by TOYOTA ASSET MANAGEMENT CO.,LTD. |
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Defined Benefit Pension Category Japanese Core Equity Fund Japanese Pension/Japan Equity Fundamental Active(vs. TOPIX) |
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Defined Benefit Pension Category Japanese Value Equity Fund Japanese Pension/Japan Equity Value + α |
Lipper Fund Awards Japan 2010
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3Years Equity China BEST FUND SMAM China Frontier Open |
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3Years Equity Sector Biotechnology BEST FUND GLOBAL BIOTECHNOLOGY FUND A Redeemed |
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5Years Bond Europe BEST FUND SMAM Europe Government Bond Fund |
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5Years Equity Sector Biotechnology BEST FUND GLOBAL BIOTECHNOLOGY FUND B Redeemed |
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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
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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. |
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Defined Benefit Pension Category Global Equity Fund Global Equity Active |
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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
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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 |
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Investment Trusts Category Global REIT Fund The Second Prize Sumitomo Mitsui Global REIT Open |
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Investment Trusts Category Global Equity Fund The First Prize GLOBAL ECO GROWTH FUND B Redeemed |
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Defined Contribution Pension Category Global Equity Fund The First Prize DAIWA SUMIGIN DC INTERNATIONAL EQUITY FUND |
Lipper Fund Awards Japan 2008
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5Years Equity China BEST FUND Sumitomo Mitsui New China Fund |
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3Years Bond Australian Dollar BEST FUND AUSTRALIA SHORT DURATION OPEN FUND (semi-annual) |
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3Years Bond Euro BEST FUND EURO SHORT DURATION FUND Redeemed |
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3Years Equity Global BEST FUND GLOBAL ECO GROWTH FUND B Redeemed |
Morningstar Award "Fund of the Year 2007"
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Hybrid Fund Division Fund of the Year Sumitomo Mitsui Global three Assets Fund |
R&I Fund Award 2007
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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 |
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3Years and 5Years Bond Japanese Yen BEST FUND SB JAPAN BOND FUND |
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3Years Bond Australian Dollar BEST FUND AUSTRALIA SHORT DURATION OPEN FUND (semi-annual) |
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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
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3Years and 5Years Bond Japanese Yen BEST FUND SB JAPAN BOND FUND |
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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 |
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