Sumitomo Mitsui Asset Management

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Selected Awards

Year 2017

Morningstar Award “Fund of the Year 2017”

  • Best Fund of the Year
    In the category Domestic Mid- and Small-cap Stock Fund Division
    - Sumitomo Mitsui Dividend Yield Stock Open

Taking every factor into consideration, Morningstar Japan K.K. has selected funds for Morningstar Award “Fund of the Year 2017” in each divisions from open-end mutual fund based upon its unique quantitative and qualitative analysis. Awarded funds in the Domestic Mid- and Small-cap Stock Fund Division have been selected from 243 funds at the end of December 2017.

Morningstar Award “Fund of the Year 2017”

  • Fund of the Year
    In the category REIT Fund Division
    - Asia Dividend Yield REIT Fund (Annually Settlement type)

Taking every factor into consideration, Morningstar Japan K.K. has selected funds for Morningstar Award “Fund of the Year 2017” in each divisions from open-end mutual fund based upon its unique quantitative and qualitative analysis. Awarded funds in the REIT Fund Division have been selected from 408 funds at the end of December 2017.

Morningstar Award “Fund of the Year 2017”

  • Fund of the Year
    In the category International-Stock Fund Division
    - Sumitomo Mitsui New Asia Fund

Taking every factor into consideration, Morningstar Japan K.K. has selected funds for Morningstar Award “Fund of the Year 2017” in each divisions from open-end mutual fund based upon its unique quantitative and qualitative analysis. Awarded funds in the International-Stock Fund Division have been selected from 708 funds at the end of December 2017.

R&I Fund Award 2017

  • R&I Fund Award 2017 -Defined Benefit Pension
  • ・SMAM New α Strategy
  •  In the category Japanese Core Equity
  • ・SMAM Growth Strategy
  •  In the category Japanese Growth Equity
  • ・SMAM Dividend Yield Strategy
  •  In the category Japanese Value Equity

R&I Fund Award 2017

  • R&I Fund Award 2017 - Investment Trusts
  • - High Growth India Midcap Equity Fund
  •  In the category India Equity Fund/
  •  The First Prize
  • - Corporate Bond Income Fund(Unhedged)
  •  In the category North American Bond Fund /
  •  The Second Prize

Thomson Reuters Lipper Fund Awards Japan 2017

  •  - Sumitomo Mitsui Dividend Yield Stock OpenIn the category Equity Japan Income for its performance over 5years and 10years

  • - High Growth India Midcap Equity FundIn the category Equity India for its performance over 3years

  • - J-REIT Asia Mix OpenIn the category Equity Sector Real Estate Holdings Asia Pacific for its performance over 3years

  • - Mexico Bond Fund (Property Growth Type)In the category Bond Mexican Peso for its performance over 3years
Thomson Reuters Lipper Fund Awards Japan 2017

Year 2016

Morningstar Award “Fund of the Year 2016”

  • -Best Fund of the Year
  • In the category REIT Fund Division
  • Asia Dividend Yield REIT Fund

Taking every factor into consideration, Morningstar Japan K.K. has selected funds for Morningstar Award “Fund of the Year 2016” in each divisions from open-end mutual fund based upon its unique quantitative and qualitative analysis. Awarded funds in the REIT Fund Division have been selected from 394 funds at the end of December 2016.

Morningstar Award “Fund of the Year 2016”

  • -Fund of the Year
  • In the category Domestic Mid- and Small-cap Stock Fund Division
  • Sumitomo Mitsui Dividend Yield Stock Open

Taking every factor into consideration, Morningstar Japan K.K. has selected funds for Morningstar Award “Fund of the Year 2016” in each divisions from open-end mutual fund based upon its unique quantitative and qualitative analysis. Awarded funds in the Domestic Mid- and Small-cap Stock Fund Division have been selected from 250 funds at the end of December 2016.

Morningstar Award “Fund of the Year 2016”

  • -Fund of the Year
  • In the category Asset Allocation-conservative Fund Division
  • Asset Allocation Fund (Stable Type)

Taking every factor into consideration, Morningstar Japan K.K. has selected funds for Morningstar Award “Fund of the Year 2016” in each divisions from open-end mutual fund based upon its unique quantitative and qualitative analysis. Awarded funds in the Asset Allocation-conservative Fund Division have been selected from 109 funds at the end of December 2016.

R&I Fund Award 2016

  • R&I Fund Award 2016 -Defined Benefit Pension
  • -SMAM New α Strategy
    In the category Japanese Core Equity Fund
  • -SMAM Japanese Relative Value Strategy
    In the category Japanese Value Equity Fund
  • -SMAM Japanese Small & Mid Cap Equities
    In the category Japanese Mid and Small Caps Equity Fund

R&I Fund Award 2016

  • R&I Fund Award 2016 - Investment Trusts
  • -Sumitomo Mitsui Active Senior Life Open
    In the category Japanese Equity Fund/The First Prize
  • -Sumitomo Mitsui India and China Stock Fund
    In the category Asia Equity Multi-country Fund/
    The Second Prize
  • -High Growth India Midcap Equity Fund
    In the category India Equity Fund/
    The Second Prize
  • -Global Hybrid Securities Fund(Yen Hedged)
    In the category Global Bond JPY Hedged Fund/
    The Second Prize

  • R&I Fund Award 2016 - Defined Benefit Pension
  • -Sumitomo Mitsui Life View Japan Equity Fund In the category Japanese Equity Fund/The Second Prize

  • R&I Fund Award 2016 - NISA
  • -Sumitomo Mitsui Active Senior Life Open
    In the category Japanese Equity Fund/The First Prize

Lipper Fund Awards Japan 2016

  • - International Equity Index Fund In the category Equity Global ex Japan for its performance over 3years and 5years
  • -Sumitomo Mitsui Dividend Yield Stock Open In the category Equity Japan Income for its performance over 3years and 5years
  • -Sumitomo Mitsui Active Senior Life Open In the category Equity Japan for its performance over 3years
  • -Global Hybrid Securities Fund (Unhedged) In the category Bond Global for its performance over 3years

Year 2015

Morningstar Award "Fund of the Year 2015"

  • - Best Fund of the Year
    In the category Domestic Mid- and Small-cap Stock Fund Division
    Sumitomo Mitsui Active Senior Life Open

Taking every factor into consideration, Morningstar Japan K.K. has selected funds for Morningstar Award "Fund of the Year 2015" in each divisions from open-end mutual fund based upon its unique quantitative and qualitative analysis. Awarded funds in the Domestic Mid- and Small-cap Stock Fund Division have been selected from 225 funds at the end of December 2015.

Morningstar Award "Fund of the Year 2015"

  • - Best Fund of the Year
    In the category Fixed-income Fund Division
    Corporate Bond Income Fund(Unhedged)

Taking every factor into consideration, Morningstar Japan K.K. has selected funds for Morningstar Award "Fund of the Year 2015" in each divisions from open-end mutual fund based upon its unique quantitative and qualitative analysis. Awarded funds in the Fixed-income Fund Division have been selected from 1,636 funds at the end of December 2015.

Morningstar Award "Fund of the Year 2015"

  • - Fund of the Year
    In the category Asset Allocation-moderate Fund Division
    SMAM Global Balance Fund (Flexible Asset Allocation Type)

Taking every factor into consideration, Morningstar Japan K.K. has selected funds for Morningstar Award "Fund of the Year 2015" in each divisions from open-end mutual fund based upon its unique quantitative and qualitative analysis. Awarded funds in the Asset Allocation-moderate Fund Division have been selected from 280 funds at the end of December 2015.

Lipper Fund Awards Japan 2015

  • - SMAM DC Toyota Group Equity In the category Equity Japan for its performance over 3 years

R&I Fund Award 2015 - Investment Trusts

  • - High Growth India Midcap Equity Fund
    In the category India Equity Fund/The Second Prize

R&I Fund Award 2015 - Defined Benefit Pension

  • -SMAM New α Strategy
    In the category Japanese Core Equity Fund

R&I Fund Award 2015 - Defined Benefit Pension

  • -SMAM Japanese Small & Mid Cap Equities
    In the category Japanese Mid and Small Caps Equity Fund

Year 2014

Morningstar Award "Fund of the Year 2014"

  • -Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open
    In the category International Stock Fund division

Morningstar Award "Fund of the Year 2014"

  • -Asia Dividend Yield REIT Fund
    In the category International REIT Fund Division

Lipper Fund Awards Japan 2014

  • -Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open
    In the category Equity Asia Pacific Ex Japan for its performance over 3 years

Lipper Fund Awards Japan 2014

  • -Sumitomo Mitsui Australian Dollar Bond Fund
    In the category Bond Australian Dollar for its performance over 5 years

Lipper Fund Awards 2014-Europe, Switzerland, Germany, France, Austria, Netherland

  • - Parvest Equity Japan Small Cap C C JPY
    Best fund over 3 years Equity Japan Small and Mid Caps
    Best fund over 5 years Equity Japan Small and Mid Caps

* The management of the fund has been delegated to SMAM since December 2002 until October 2013 from BNP Paribas Investment Partners Japan Ltd., and from BNP Paribas Investment Partners Luxembourg since November 2013.

Lipper Fund Awards 2014-Taiwan

  • - Parvest Equity Japan Small Cap C C JPY
    Best fund over 3 years Equity Japan Small and Mid Caps

* The management of the fund has been delegated to SMAM since December 2002 until October 2013 from BNP Paribas Investment Partners Japan Ltd., and from BNP Paribas Investment Partners Luxembourg since November 2013.

R&I Fund Award 2014 - Defined Benefit Pension

  • -SMAM Japanese Small & Mid Cap Equities
    In the category Japanese Mid and Small Caps Equity Fund

R&I Fund Award 2014 - Defined Benefit Pension

  • -SMAM Emerging Markets Equity (Vontobel AM)
    In the category Emerging Equity Fund

R&I Fund Award 2014 - Investment Trusts

  • -Sumitomo Mitsui Asset Management Company, Limited
    In the category Japanese Equity Fund Aggregate/The Second Prize

R&I Fund Award 2014 - Investment Trusts

  • -Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open
    In the category Asia Equity Multi-country Fund/The Second Prize

Year 2013

Lipper Fund Awards Japan 2013

  • -Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open
    In the category Equity Asia Pacific Ex Japan for its performance over 3 years

Lipper Fund Awards Japan 2013

  • -Sumitomo Mitsui New China Fund
    In the category Equity China for its performance over 10 years

Lipper Fund Awards Japan 2013

  • -Super Small Company Stock Portfolio
    In the category Equity Japan Small and Mid Caps for its performance over 10 years

Lipper Fund Awards Japan 2013

  • -Sumitomo Mitsui US Bond Open (Unhedged)
    In the category Bond US Dollar for its performance over 10 years

Lipper Fund Awards 2013-Europe, Switzerland, Germany, France, Austria, UK, Spain, Netherland, Taiwan

  • - Parvest Equity Japan Small Cap C
    In the category Equity Japan Small and Mid Caps for its performance over 3 years

* The management of the fund has been delegated to SMAM since December 2002 until October 2013 from BNP Paribas Investment Partners Japan Ltd., and from BNP Paribas Investment Partners Luxembourg since November 2013.

R&I Fund Award 2013 - Defined Benefit Pension

  • -SMAM Japanese Small & Mid Cap Equities
    In the category Japanese Mid and Small Caps Equity Fund

R&I Fund Award 2013 - Investment Trusts

  • -Sumitomo Mitsui Australian Dollar Bond Fund
    In the category Australia and New Zealand Bond Fund/The First Prize

R&I Fund Award 2013 - Investment Trusts

  • -Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open
    In the category Asia Equity Multi-country Fund/The Second Prize

Year 2012

Morningstar Award "Fund of the Year 2012"

  • -Sumitomo Mitsui New China Fund
    In the category International equity division

Lipper Fund Awards Japan 2012

  • -Sumitomo Mitsui Australian Dollar Bond Fund
    In the category Bond Australian Dollar for its performance over 3 years

Lipper Fund Awards Japan 2012

  • -Sumitomo Mitsui US Bond Open (Yen Hedged)
    In the category Bond US Dollar for its performance over 5 years

Lipper Fund Awards Japan 2012

  • -Sumitomo Mitsui US Bond Open (Unhedged)
    In the category Bond US Dollar for its performance over 10 years

R&I Fund Award 2012 - Defined Benefit Pension

  • -SMAM Japanese Small & Mid Cap Equities
    In the category Japanese Mid and Small Caps Equity Fund

R&I Fund Award 2012 - Investment Trusts

  • -Sumitomo Mitsui Asset Management Company, Limited
    In the category Mixed Asset Fund Aggregate/The Second Prize

R&I Fund Award 2012 - Investment Trusts

  • -Sumitomo Mitsui Australian Dollar Bond Fund
    In the category Australia and New Zealand Bond Fund/The First Prize

R&I Fund Award 2012 - Investment Trusts

  • -World Higher Yield Bond Fund
    In the category Global Bond Fund/The Second Prize

Year 2011

R&I Fund Award 2011 - Defined Benefit Pension

  • -SMAM Japanese Small & Mid Cap Equities
    In the category Japanese Mid and Small Caps Equity Fund

R&I Fund Award 2011 - Defined Contribution Pension

  • -Sumitomo Mitsui DC Foreign Bond Active
    In the category Global Bond Fund

Year 2010

Morningstar Award "Fund of the Year 2010"

  • -Sumitomo Mitsui Asia Oceania Dividend Yield Stock Open
    In the category International equity division

Lipper Fund Awards Japan 2010

  • -SMAM Europe Government Bond Fund
    In the category Bond Europe for its performance over 5 years

Lipper Fund Awards Japan 2010

  • -SMAM China Frontier Open
    In the category Equity China for its performance over 3 years

R&I Fund Award 2010 - Defined Benefit Pension

  • -SMAM Japanese Small & Mid Cap Equities
    In the category Japanese Mid and Small Caps Equity Fund

R&I Fund Award 2010 - Defined Benefit Pension

  • -Active Japanese Bond Fund
    In the category Japanese Bond Fund

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

R&I Fund Award 2010 - Defined Benefit Pension

  • -TA Balanced Fund
    In the category Mixed Asset Fund

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

R&I Fund Award 2009 - Investment Trusts

  • -TOYOTA ASSET MANAGEMENT CO., LTD.
    In the category Japanese Equity Fund Aggregate/The Second Prize

R&I Fund Award 2009 - Defined Benefit Pension

  • -Global Equity Active
    In the category Global Equity Fund

R&I Fund Award 2009 - Defined Benefit Pension

  • -TA Balanced Fund
    In the category Mixed Asset Fund

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

Lipper Fund Awards Japan 2008

  • -Sumitomo Mitsui New China Fund
    In the category Equity China for its performance over 5 years

R&I Fund Award 2008 - Investment Trust

  • -Sumitomo Mitsui Global REIT Open
    In the category Global REIT Fund/ The Second Prize

R&I Fund Award 2008 - Investment Trust

  • -Sumitomo Mitsui Asset Management Company, Limited
    In the category Global Equity Fund Aggregate/ The First Prize
    In the category Global Bond Fund Aggregate/ The Second Prize

Morningstar Award "Fund of the Year 2007"

  • -Sumitomo Mitsui Global three Assets Fund
    In the category Domestic and International hybrid division

Lipper Fund Awards Japan 2007

  • -Sumitomo Mitsui Life View Balance Fund 30
    In the category Mixed Asset JPY Conservative for its performance over 3 years

Lipper Fund Awards Japan 2007

  • -Best Group
    In the category Equity for its performance over 3 years

* This prize was won by TOYOTA ASSET MANAGEMENT CO.,LTD.Lipper Fund Awards 2007 - Switzerland, France, Austria, Italy, UK, Spain

Lipper Fund Awards Japan 2007

  • -PARVEST JAPAN SMALL CAP
    In the category Equity Japan Small and Mid Caps for its performance over 5 years
    Lipper Fund Awards 2007 - Gulf region

Lipper Fund Awards Japan 2007

  • -PARVEST JAPAN SMALL CAP
    In the category Equity Japan Small and Mid Caps for its performance over 3 years and 5 years
  • 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.
  • Although Lipper makes reasonable efforts to ensure the accuracy and reliability of thedata contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing,or trading financial instruments is at the user’s own risk.

  • The R&I Fund Award is presented to provide reference information based on the past data R&I or QUICK Corp. (QUICK) believes to be reliable (however, its accuracy and completeness are not guaranteed by R&I or QUICK) 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 or QUICK, and any unauthorized copying,reproduction and so forth are prohibited. The Award for the "InvestmentTrusts/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.

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