SPARX Group Co., Ltd.

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ASSETS UNDER MANAGEMENT

JAPAN：96.9%／KOREA：1.2%／ASIA：1.9%

Japan

日本の投資戦略の内訳グラフ

  • Japanese Equity Long-Short Strategy
  • Japanese Equity Focus All Cap Strategy
  • Japanese Equity Mid & Small Cap Strategy
  • Japan Equity Market Neutral Strategy
  • Japan Equity Sustainable Strategy
  • Japanese Real Estate Investment Strategy
  • Japanese Renewable Energy Investment Strategy
  • Mirai Creation Investment Strategy
  • Others

South Korea

韓国の投資戦略の内訳グラフ

  • Korean Equity Active Strategy
  • Korean Equity Absolute Return
  • Others

Pan-Asia

アジア全域の投資戦略の内訳グラフ

As of March 2019

  • Asian Equity Strategy
RegionStrategyDescriptionAUM
Japan Japanese Equity Long-Short Strategy Strategy to generate absolute returns through selective stock picking with long/short in a risk controlled environment. JPY46.1bn
Japanese Equity Focus All Cap Strategy Strategy to generate return s through a concentrated all caps portfolio typically holding about 20 positions. JPY506.3bn
Japanese Equity Mid & Small Cap Strategy Strategy to generate returns through a focusing mid & small caps. JPY203.3bn
Japan Equity Market Neutral Strategy Strategy to generate excellent profits by investing leading companies through beta hedging using stock index futures trading. JPY42.7bn
Japan Equity Sustainable Strategy Strategy to invest in highly sustainable companies that possesses ESG elements to encaurage value creation. JPY41.4bn
Japanese Real Estate Investment Strategy Strategy to generate returns through investment in Japan's domestic real estate. JPY33.1bn
Japanese Renewable Energy Investment Strategy Strategy to generate returns through investment in power stations with recyclable energy like solar, wind and so on. JPY153.0bn
Mirai Creation Investment Strategy Strategy that invests in unlisted domestic and overseas companies with innovative technology in the fields designated as core technologies, namely "intellectualizing technologies" such as artificial intelligence (AI), robotics and technologies to help make a hydrogen-based society a reality. JPY111.3bn
Others Other Strategy JPY11.2bn
Total JPY1,148.7bn
South Korea Korean Equity Active Strategy Seeks to add modest excess return relative to the benchmark through investing in securities of companies listed in Korea by maintaining low variability around the benchmark JPY1.1bn
Korean Equity Absolute Return Seeks long-term capital gain through investing in securities of companies listed in Korea by capitalizing on the company's intensive research expertise JPY6.8bn
Others Other Strategy JPY6.1bn
Total JPY14.1bn
Pan-Asia Asian Equity Strategy Strategy to investment in Pan-Asia region JPY22.7bn
Total JPY22.7bn
Grand Total JPY1,185.6bn

AUM-related materials

Monthly AUM

Historical AUM by fiscal year

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