Awards

Refinitiv Lipper Fund Awards Japan 2023

• Global Income Full Course (Non-Hedged) / (3-year periods) / Bond Global JPY (The First Prize)
• Australian Dollar Monthly Income Fund / (3-year periods) / Bond AUD (The First Prize)
• Global Emerging Bond Open / (3-year periods) / Bond Emerging Markets Global HC (The First Prize)
• Mitsubishi UFJ Balance Income Global (Monthly Settlement) / (3-year periods) / Mixed Asset JPY Conservative (The First Prize)
• Global Higher Yield Short Term Bond Fund / (5-year periods) / Bond Global Short Term (The First Prize)
• PIMCO Emerging Bond Open A (Currency Not Hedged) / (5-year periods) / Bond Emerging Markets Global HC (The First Prize)
• PIMCO Global High Income Monthly Dividend Fund / (10-year periods) / Bond Global JPY (The First Prize)
• Kokusai Emerging Sovereign Open (1Y) / (10-year periods) / Bond Emerging Markets Global HC (The First Prize)
• Kokusai Global Stock Income (1M) / (10-year periods) / Equity Global Income (The First Prize)

Refinitiv Lipper Fund Awards Japan 2023 (DC Funds)

• Mitsubishi UFJ DC Japan Selected Growth Equity Open / (10-year periods) / Equity Japan (The First Prize)

Disclaimer:
The Refinitiv 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 Refinitiv 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 Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

• Investment Trusts 20-year / Japanese Equity Growth （The First Prize）
  Mitsubishi/Mellon Global Innovation
• Investment Trusts 20-year / Japanese Mid and Small Caps Equity （The Second Prize）
  J Open (Small Cap Stock)
• Investment Trusts 10-year / Global Equity Core （The First Prize）
  Kokusai Morgan Stanley Global Premium Stock Open Not Hedged
• Investment Trusts / Global Bond Unconstrained （The First Prize)
  PIMCO Income Strategy Fund（UnHedged）(Semi-annual Settlement Type)
  PIMCO Income Strategy Fund（UnHedged）(Monthly Settlement Type)
  PIMCO Income Strategy Fund (USD Income)(Semi-annual Dividend Type)
  PIMCO Income Strategy Fund (USD Income)(Monthly Dividend Type)
• Investment Trusts / Japanese Equity Core （The First Prize)
  Japan Blue Chip Fund
• Investment Trusts / Japanese Equity Growth （The First Prize)
  Kokusai Growth Stock Japan Open
• Investment Trusts / Global Equity High Dividend （The First Prize)
  Advanced Country Attractive Dividend Equity Fund（Quarterly Dividend Type）
• Investment Trusts / Japanese Equity Core （The Second Prize)
  UFJ partnersJapan Stock Active Fund 《Sugoude》
• Investment Trusts / Balanced (Bond-centric) （The Second Prize)
  Mitsubishi UFJ Balance Income Global (Monthly Settlement)
• Investment Trusts / Balanced (Equity/REIT-centric) （The Second Prize)
  eMAXIS Balanced Fund(My Striker)

Disclaimer:
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 (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, and any unauthorized copying, reproduction and so forth are prohibited.