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Japan Investment Trust Principal

Month-end principal outstanding of publicly offered contractual type investment trusts in Japan by fund type, in millions of yen: stock and bond investment trusts, split between unit type and open type, with the main sub-categories of open-end bond funds.

Source: 投資信託協会 投資信託統計Last updated: Sep 23, 2026, 22:21Curated by Bui Thanh PhucAbout this data ↓

Indicator07-202606-202605-202604-202603-202602-202601-202612-202511-202510-202509-202508-202507-202506-202505-202504-202503-202502-202501-202512-202411-202410-202409-202408-202407-202406-202405-202404-202403-202402-202401-202412-202311-202310-202309-202308-202307-2023
Total2184,212,658187,997,943187,587,597186,494,759179,872,549181,923,670178,714,243177,139,497177,525,656179,658,770176,537,118171,490,031167,673,554164,359,590161,185,987159,450,072159,482,294158,759,479158,945,794158,730,812157,679,968157,571,084156,741,710155,493,815155,642,168156,619,454155,254,415155,266,056156,731,497156,269,438202,411,352223,062,103221,777,743205,735,516221,239,154221,644,182225,158,103
Stock investment trusts2167,863,081171,200,413170,724,044169,671,038163,457,623164,733,018161,698,359160,240,123160,854,741162,989,037160,100,085154,886,686151,765,965149,074,827146,354,530144,544,920144,656,219143,687,592143,461,725143,013,150142,490,455142,469,426141,739,797140,352,999140,171,477140,799,915139,559,066139,655,909140,737,994140,009,409186,281,345207,500,424206,308,139190,615,757205,588,187205,957,837209,429,863
Stock investment trusts, unit type738,269739,083709,032712,979718,612706,869703,315709,285788,986810,413857,566864,073864,899869,955701,996630,336633,909631,553639,024643,606642,550647,639649,600644,092645,653652,626654,209658,677661,563668,641673,061642,518646,234648,635654,093640,013645,495
Stock investment trusts, open type167,124,812170,461,330170,015,011168,958,059162,739,012164,026,149160,995,044159,530,838160,065,755162,178,624159,242,519154,022,614150,901,065148,204,872145,652,533143,914,584144,022,310143,056,038142,822,702142,369,544141,847,904141,821,788141,090,197139,708,906139,525,824140,147,289138,904,856138,997,233140,076,431139,340,768185,608,284206,857,907205,661,905189,967,122204,934,094205,317,824208,784,368
Bond investment trusts216,349,57616,797,53016,863,55416,823,72116,414,92517,190,65317,015,88416,899,37416,670,91516,669,73316,437,03316,603,34515,907,59015,284,76314,831,45814,905,15214,826,07615,071,88715,484,06915,717,66115,189,51315,101,65815,001,91315,140,81615,470,69015,819,53915,695,34915,610,14715,993,50316,260,02916,130,00715,561,67915,469,60515,119,75915,650,96615,686,34615,728,240
Bond investment trusts, unit type0000000000000000000000000000001009009001,1001,1001,1001,100
Bond investment trusts, open type416,349,57616,797,53016,863,55416,823,72116,414,92517,190,65317,015,88416,899,37416,670,91516,669,73316,437,03316,603,34515,907,59015,284,76314,831,45814,905,15214,826,07615,071,88715,484,06915,717,66115,189,51315,101,65815,001,91315,140,81615,470,69015,819,53915,695,34915,610,14715,993,50316,260,02916,129,90715,560,77915,468,70515,118,65915,649,86615,685,24615,727,140
Money management funds0000000000000000000000000000000000000
Medium-term government securities funds0000000000000000000000000000000000000
Long-term bond investment funds376,747385,072392,608400,064409,764414,120416,750419,139420,323421,922425,818428,179427,652430,074431,963435,081439,203444,656447,775449,992451,324453,943457,237459,766462,235464,488466,120469,696474,579480,419484,809488,321489,584492,921496,082499,121501,448
Domestic and foreign bond funds0000000000000000000000000000000000000

Latest reading

Total stood at 184,212,658 million yen in Jul 2026. That is −2.0% from Jun 2026 and +9.9% from a year earlier. The series on this page is monthly and runs from Aug 2016 to Jul 2026.

Latest
184,212,658 million yen
Jul 2026
vs previous period
−2.0%
Jun 2026
vs a year earlier
+9.9%

About this data

Month-end principal outstanding of publicly offered contractual type investment trusts in Japan by fund type, in millions of yen: stock and bond investment trusts, split between unit type and open type, with the main sub-categories of open-end bond funds. Source: The Investment Trusts Association, Japan.

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