Business · Markets · 5 hrs ago
AI-focused fund tops five-year returns in Japan's NISA investment category
Japan plans to start Children's NISA in January 2027, allowing minors to use only the system's accumulation investment category.
To compare funds in that category, the ranking measured returns for five years of monthly investing through September 2026, with values assessed at the end of October.
The Innovation Index AI fund ranked first, returning 133.41%.
It aims to track a stock index made up of companies around the world involved in artificial intelligence.
The result offers a comparison of past returns, but does not show what the funds will earn in future.
Children's NISA will be limited to this investment category when it begins.
The Innovation Index AI fund ranked first for five-year returns among funds in Japan’s NISA tsumitate investment category.
Its return was 133.41% when assessed at the end of October 2026.
The ranking covered funds accumulated through September 2026 over five years.
The fund aims to track a stock index made up of global artificial intelligence-related companies.
Japan’s children’s NISA is scheduled to start in January 2027, with access limited to the tsumitate investment category.
- Who
- The Innovation Index AI fund ranked first.
- What
- It recorded a 133.41% return in a five-year ranking of funds in the NISA tsumitate investment category.
- When
- The funds were accumulated through September 2026 and assessed at the end of October 2026.
- Where
- Japan’s NISA investment system.
- Why
- The ranking was compiled ahead of the planned launch of children’s NISA, which will offer only the tsumitate investment category.
This story does not have two clearly opposing sides.
Japan’s children’s NISA is scheduled to begin, with access limited to the tsumitate investment category.
The ranking measured funds accumulated over five years.
The funds were assessed, and Innovation Index AI ranked first with a 133.41% return.
- Top-ranked fund
- Innovation Index AI
- Five-year return
- 133.41%
- Assessment date
- End of October 2026
- Investment period
- Five years through September 2026
- Children’s NISA start
- January 2027