SuMi Trust runs 3 funds available to UK investors on Funds Benchmark. The book is concentrated in Equity (3 funds).
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Equity
Japan Small Cap II Fund
LU2869552823
|
+32.3% | — | — |
| 2 |
Equity
Sakigake High Alpha - Japan Thematic Growth
LU1824452665
|
+29.6% | — | — |
| 3 |
Equity
Japan Small Cap Fund
LU2869555925
|
+21.8% | — | — |
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We list 3 SuMi Trust funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.
SuMi Trust's largest exposure is in Equity . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.
Open any SuMi Trust fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.
OCF data isn't currently available across the full SuMi Trust range. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.
The table above lists every SuMi Trust fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.