TOKYO, Mar 23 (Pulse News Wire) – TSE Growth 250 ETF (2516.T) announced plans to amend its trust deed provisions related to investment restrictions involving derivatives. The changes aim to align with updated regulations set by the Investment Trust Association, which will transition to the Asset Management Association starting April 1, 2026.
The amendment involves modifying the wording from “derivatives transactions” to simply “derivatives.” This adjustment follows the association's rule revisions and will be implemented alongside other uniform changes to trust deeds. No major alterations warranting shareholder approval are involved, according to the fund manager. Scheduled implementation dates are as follows: filing on March 30, 2026 and effective on April 01, 2026.
Additionally, the fund’s exposure limits remain unchanged, stipulating that individual equity and bond exposures should not exceed 10% of net asset value, with total derivative exposure capped at 20%. Any breaches would require adjustments in accordance with the Asset Management Association’s guidelines. However, certain securities issuers meeting specific criteria will have their exposures treated as zero for calculation purposes.
This update ensures compliance with evolving industry standards while maintaining operational flexibility within regulatory boundaries.
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