Key Facts
The “Nomura Future Trend Discovery Fund B Course (Currency Hedge-Free)”-nicknamed “Foresight”-has been awarded the top prize in the Global Equity category of the Diamond Zai NISA Investment Trust Grand Prix 2025. Managed by Nomura Asset Management, this fund employs a multi-theme investment strategy, focusing on mid- to long-term growth opportunities. It dynamically adjusts its investment ratios across various themes, such as emerging technologies and demographic trends, to align with market conditions. This flexibility has enabled the fund to consistently rank among the top performers, regardless of market fluctuations.
The fund’s chief portfolio manager, Yoshiaki Saito, highlights its dual focus on “high-growth themes” and “stable-growth themes.” High-growth themes include areas like artificial intelligence (AI), big data, and innovative technologies, which experience rapid growth cycles driven by new product launches and technological advancements. Conversely, stable-growth themes, such as aging societies, cater to gradual, predictable changes like demographic shifts.
Saito explains that the fund’s strategy involves analyzing global economic policies, currency trends, and country-specific advantages to determine the optimal balance between these themes. For instance, during periods of market volatility, the fund increases its allocation to stable-growth themes to enhance portfolio stability.
The fund currently operates under eight distinct themes. High-growth themes include “technology integration into society,” featuring investments in sectors like medical robotics and cashless payment systems. Stable-growth themes encompass “demographic dividends,” such as Indian banking, and “aging societies,” represented by pharmaceutical companies. Another unique theme, “established brand value,” includes companies like McDonald’s and Walmart, as well as Ferrari, which is evaluated not as a car manufacturer but as a luxury brand comparable to Hermès.
Recently, the fund introduced a new theme, “entertainment and experiential consumption,” reflecting a shift in consumer behavior from material ownership to experiences. This theme targets industries like travel, live events, and services such as Uber. A notable success under this theme was an investment in Asics, which benefited from the global running boom.
The fund’s themes are rigorously tested through virtual simulations lasting six months to a year before formal adoption. This ensures that only themes with strong growth potential and viable investment opportunities are included.
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The “Nomura Future Trend Discovery Fund B Course (Currency Hedge-Free)”-known as “Foresight”-has been recognized as the top performer in the Global Equity category at the Diamond Zai NISA Investment Trust Grand Prix 2025. This fund, managed by Nomura Asset Management, employs a multi-theme investment strategy, dynamically adjusting its focus on themes like emerging technologies and demographic trends to align with market conditions. This adaptability has consistently placed it among the top-performing funds.
The fund operates under eight distinct themes, divided into “high-growth” and “stable-growth” categories. High-growth themes include areas like artificial intelligence (AI) and big data, while stable-growth themes address gradual changes, such as aging populations. A recent addition, “entertainment and experiential consumption,” reflects a shift in consumer preferences toward experiences over material ownership, targeting industries like travel and live events.
Each theme undergoes rigorous virtual simulations lasting six months to a year before adoption, ensuring strong growth potential. Notable investments include Asics, which capitalized on the global running boom, and Ferrari, evaluated as a luxury brand rather than a car manufacturer. This strategic flexibility has enabled the fund to maintain stability and achieve long-term success.
For more details, visit the source article.
