SuMi TRUST offers a range of investment approaches, including equity investments, to suit institutional clients’ needs.  If you are a family office looking for a well-researched local Japanese active equity manager with strong track record of alpha generation, a pension fund seeking a bespoke Japanese equity strategy to fit your needs or a sovereign wealth fund looking for diversification of your large global indexing mandate, we have the answer.

Active Capabilities

Japanese Equity

Japan Quality Growth Strategy

The strategy aims to provide investors with long term capital appreciation through investment in equity securities listed on the Recognised Exchanges in Japan. We construct a portfolio through a bottom-up approach, identifying companies with the potential for EPS (earnings per share) growth over multiple years with above average ROE (return on equity).

Japan Micro-Cap Strategy

The strategy aims to generate long term capital growth by investing predominantly in micro cap stocks, which are often overseen by institutional investors. Its investment process focuses on “long-term growth potential “and “change in earnings trend”.

Global Equity

Passive Capabilities


SuMi TRUST have extensive experience providing passive products to meet the increasingly diversified and sophisticated needs of our varied range of clients. We believe that excellent, high quality indexing products require an erudite balance of tracking accuracy, cost and opportunities to enhance return.

We aim to provide clients with a wholly rounded and flexible offering that best aligns with the needs and interests of each client. Whether it’s tracking a traditional, bespoke or augmented benchmark, we are confident our expertise will make us a valuable partner for your unique passive institutional needs.

News & Insights

Photo of a man in a meeting

Japan's Wage Problem is Coming to an End

[EXTERNAL LINK] In this article with Investment Week, Hiroyuki Ueno, chief strategist at SuMi TRUST, discusses how Japan's sluggish wage growth is facing a revival amidst rising inflation and the impact on small and medium sized companies.
Photo of a document with a graph in it

Three Reasons the Nikkei 225 has Soared to a 33-year High

Japan’s Nikkei 225 index recently reached its highest level since August 1990 on the back of foreign buying and locally driven corporate governance improvements. As such investors’ views on Japanese equities have been changing. In this article, we would like to introduce the three reasons the Nikkei 225 index has jumped up recently.
Satellite photo showing network links

A Quiet Revolution in Japan's Corporate Governance

[EXTERNAL LINK] In this article with Funds Global Asia, Tetsuro Takase, senior stewardship officer at SuMi TRUST, discusses how corporate governance is changing in Japan, what this means for cross-shareholding, and how this is leading the shift towards more effective strategic investments for sustainable long-term growth.