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


Market Review for March 2024

In March Japanese equities continued their strong performance. The Nikkei 225 briefly reached the 41,000 yen level before returning to hover around the 40,000 yen mark. Gains were centred around large cap value stocks with foreign investors remaining net buyers of Japanese equities for the third month running.
Photo of charts on a screen

Japan's Monetary Policy Takes a Turn

[EXTERNAL LINK] SuMi TRUST's Chief Strategist, Katsutoshi Indome's comments on the Bank of Japan's monetary policy shed light on the direction of Japan's economy.
People looking at graph stock

Wage Increases in 2024

SuMi's Coffee Break Column: Hiroyuki Ueno, Chief Strategist, discusses his outlook on wage increases in Japan in 2024 and what this means for the Bank of Japan's future monetary policy.
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Market Review for February 2024

In February Japanese equities performed unprecedentedly well, bringing the Nikkei 225 to a historical high of 39,426 yen on the 27th February. This surge was primarily driven by positive corporate earnings announcements and the expectations for continuous monetary easing policies. Foreign investor trading volume continued to be high for the second month running, which was a supporting factor for the market.