Publication

Award

Category

Date

R＆I

R&I Fund Award 2024 *3

Investment Trusts Category /20-year Category

Japanese Equity Technology Fund

  • First Prize: Information Electronics Fund

Global Equity Value Fund

  • First Prize: Global Value Open

Japanese Equity Mid Small Cap Fund

  • Second Prize: Small Capitalization Blue Chip Open

North American Equity Growth Fund

  • Second Prize: US NASDAQ Open Course B

 

Investment Trusts Category /10-year Category

Japanese Equity Mid Small Cap Fund

  • First Prize: Small Capitalization Blue Chip Open

Japanese Equity Technology Fund

  • First Prize: Information Electronics Fund

Global Equity Value Fund

  • First Prize: Global Value Open

Global Equity High Dividend Fund

  • Second Prize: Global Attractive Dividend Stock Fund (4 times Per Year Settlement Type) /(Monthly Profit Distribution Type)

India Equity Fund

  • Second Prize: Nomura Asia Series (Nomura India Focus)

 

Investment Trusts Category

Global Unconstrained Bond Fund

  • First Prize: Nomura PIMCO World Income Strategy Fund Course B/ Course D

Global Equity Infrastructure Fund

  • First Prize: Nomura DB High Dividend Infrastructure Stock Fund (US Dollar Course) Monthly Profit Distribution Type/Semiannually Settlement Type

Global Equity Technology Fund

  • First Prize: Nomura Global Sector Investment Series (Global Semiconductor Investment)

North American Equity Value Fund

  • Second Prize: U.S. Value Strategy Fund Course B

North American High Yield Bond Fund

  • Second Prize: Nomura US High Yield Corporate Bond Fund Course B/ Course D

Japanese REIT Fund

  • Second Prize: J-REIT Open (4 times Per Year Settlement Type) /(Monthly Settlement Type)/ (Asset Growth Type), Nomura J-REIT Fund

April 2023

LSEG

LSEG Lipper Fund Award 2024 *2

Investment Trusts Category

Best Funds (3 Years)

  • Equity Sector Information Tech: Nomura World Sector-classified Investment Series (World Semiconductor Equity Investment)
  • Equity Sector Healthcare: Nomura World Sector-classified Investment Series (World Healthcare Equity Investment)
  • Equity Sector Energy: US Energy Revolution Related Fund (Annual Settlement) Non Hedged

Best Funds (5 years)

  • Equity Japan SM&MID CAP: Small Capital Blue Chip Open
  • Equity Sector Real Est Global: Nomura World REIT Investment
  • Equity Sector Energy: US Energy Revolution Related Fund (Annual Settlement) Non Hedged

Best Funds (10 years)

  • Equity India: Nomura Asia Series (Nomura India Focus)
  • Equity Sector Energy: US Energy Revolution Related Fund (Annual Settlement) Non Hedged

 

Defined Contribution Pension Category

Best Funds (3 Years)

  • Equity Global: Nomura Global ESG Equity Index Fund (DC)
  • Equity Sector Real Estate Japan: Nomura J-REIT Fund DC
  • Mixed Asset JPY Conservative: Nomura Global Six Assets Diversified Fund DC (Growth Type)
  • Bond Global JPY: Nomura DC PIMCO World Income Strategy Fund Unhedged Type

Best Funds (5 years)

  • Bond Global JPY: Nomura International Bond Active Fund DC

Best Funds (10 years)

  • Bond Global JPY: Nomura International Bond Active Fund DC

March 2024

Morningstar

Fund of the Year 2022*1

Balanced Category

  • Best Fund Award: Nomu Wrap Fund(Active Type)

International Equity Fund (Global Including Japan) Category

  • Best Fund Award: Nomura Global Sector Investment Series (Global Semiconductor Investment)

Domestic Stock Category

  • Excellence Fund Award: Nomura Information Electronics Fund

Alternative Category

  • Excellence Fund Award: Double Brain

ESG Category

  • Excellence Fund Award: Global ESG Balance Fund (Unhedged) Semiannually Settlement Type
  • Excellence Fund Award: Nomura Environmental Leaders Strategy Fund B Course

February 2023

Asian Private Banker

10th Asset Management Awards for Excellence

2023 Best Fund Provider of Japan Equity

  • Nomura Funds Ireland - Japan Strategic Value Fund

2023 Best Fund Provider of High Yield Bond

  • Nomura Funds Ireland - US High Yield Bond Fund

January 2023

With. Intelligence

HFM Asian Performance Awards 2022

Japanese Equity

  • Nomura Japanese Equity Market Neutral - Dual Alpha Strategy

November 2022

InsuranceAsia News

nstitutional Asset Management Awards 2022

Best Japan Equities Manager

  • Japan Strategic Value

Smart Beta Solutions Provider

  • All Weather Factor Allocation Strategy

Best Emerging Markets Equity Manager

  • India Equities

May 2022

Asia Asset Management

2022 Best of the Best Awards

Performance Category

US High Yield (10 years)

  • NCRAM High Yield Total Return Strategy

Global Aggregate Bonds (5 years)

  • Nomura Global Dynamic Bond Strategy

Asia Pacific Equity ex-Japan (5 years)

  • Nomura Asia High Conviction Equity Strategy

Country Category

  • Best Equity Manager: Nomura Asset Management Taiwan Ltd.
  • CIO of the Year: Vincent Bourdarie, Nomura Asset Management Taiwan Ltd.

January 2022
  1. The Fund of the Year award is run by Morningstar Japan K.K.* (Current company name: Wealth Advisor Co.,Ltd.), a research company that rates mutual funds. Morningstar assessed over 5,500 publicly offered mutual funds and selected funds that performed well overall based on its own quantitative and qualitative analyses. In 2021, 6 funds from 7 categories were recognized for outstanding performance and 31 received the Fund of the Year award, for a total of 37 awards. The Morningstar Award "Fund of the Year 2021" is based on historical information and does not guarantee future performance. Although Morningstar Japan K.K.* (Current company name: Wealth Advisor Co.,Ltd.) has evaluated data that it believes to be reliable, there is no guarantee of their accuracy or completeness. All intellectual property rights, including copyrights, belong to Morningstar Japan K.K.* (Current company name: Wealth Advisor Co.,Ltd.) may not be reproduced, reprinted, or quoted without permission.
    ※On March 30,2023 Morningstar Japan K.K. changed its name to SBI Global Asset Management Co., Ltd. The company's subsidiary, Wealth Advisor Co.,Ltd. currently provides investment information services and investment trust evaluation business.
     
  2.  The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.]
     
  3. The R&I Fund Award is presented to provide reference information based on the past data R&I believes to be reliable (however, its accuracy and completeness are not guaranteed by R&I) 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 (business 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, and any unauthorized copying, reproduction and so forth are prohibited.