Synera Funds Announces Launch of Takumi+ ETF

SMTJ seeks capital appreciation through a foundational approach that utilizes investment theme screening with fundamentally-driven bottom-up Japanese equity selection. With the goal of strengthening the overall return stream and reducing volatility, the fund provides an additional layer of a systematic futures overlay aiming to generate complementary, uncorrelated returns and downside risk mitigation across global markets and asset classes, without any additional capital allocation.
Synera Funds believes that
"We believe this partnership represents an important opportunity to bring SuMi TRUST's Japanese equity expertise to a broader base of U.S. investors. Millburn's experience in systematic investing and Twin Oak's expertise in delivering differentiated strategies through the ETF structure make them strong partners in bringing this vision to market. We are excited to offer investors a new way to access Japanese equities through a transparent, efficient and thoughtfully constructed investment solution," said Yusuke Karube, President and CEO of Sumitomo Mitsui Trust Asset Management Americas, Inc.
The ETF brings together the complementary expertise of three investment and product specialists. Sumitomo Mitsui Trust Asset Management Americas, Inc. serves as Model Sub-Adviser for the Japanese Equity strategy, providing SuMi TRUST's fundamental expertise in Japanese equities. Millburn Ridgefield LLC serves as Investment Adviser, supervising the entire portfolio and managing the systematic futures overlay strategy. Twin Oak ETF Company serves as the ETF's organizer, as well as an operations and distribution partner, focused on bringing differentiated, actively managed investment strategies to U.S. investors, including the Synera Funds Takumi+ ETF. Together, these capabilities provide a differentiated and innovative investment solution within a single ETF.
"SuMi TRUST has what Millburn saw as an impressive and differentiated history in the Japanese equity market. Our research shows that Millburn's systematic managed futures approach, which we have been running and refining for more than 55 years, complements this strategy and offers the potential for risk mitigation, including lower volatility and the chance to profit when equity strategies come under periodic pressure. We are excited to bring this hybrid approach to the market in an integrated ETF, and believe it offers advantages for investors over
"Active ETFs are becoming an increasingly important vehicle for active management, giving investors access to differentiated strategies in a transparent and tax-efficient structure. We see a clear need for innovative
The Synera Funds Takumi+ ETF is a series of The RBB Fund Trust, an SEC-registered investment company structured as a regulated investment company (RIC). The ETF is actively managed and provides investors with continuous liquidity during hours the markets are open through its exchange listing. SMTJ has a gross expense ratio of 2.01% and net expense ratio of 0.86% after waivers.
*Note: To achieve this result, the ETF's adviser has contractually agreed to waive management fees and/or pay fund expenses until at least
About Synera Funds
Synera Funds is focused on developing investment solutions designed to provide investors with differentiated access to global investment opportunities. Through active management, fundamental research and systematic investment strategies, Synera Funds seeks to offer investment solutions designed for today's evolving market environment.
For more information about the Synera Funds Takumi+ ETF, including the Fund's prospectus and daily portfolio holdings, visit www.synerafunds.com.
About Millburn Ridgefield LLC
Millburn Ridgefield LLC is a leader in systematic managed futures and an innovator in the development of hybrid strategies. The firm has a legacy in managed futures and quantitative strategies dating back more than five decades, and currently manages more than
About Sumitomo Mitsui Trust Asset Management Americas
Sumitomo Mitsui Trust Asset Management Americas, Inc. is the
About Twin Oak ETF Company
Twin Oak ETF Company is a $1.1B, as of September 30, 2026, asset management firm focused on structuring and delivering differentiated, tax aware investment strategies through the ETF format. The firm brings ETF infrastructure, and operational expertise, to the Synera Funds collaboration. For more information, visit www.twinoak.com.
Synera Funds Takumi+ ETF is distributed by Quasar Distributors, LLC.
All investments are subject to risks, including the possible loss of principal. There is no assurance that the objectives of any strategy or fund will be achieved or will be successful. The Fund is a recently organized investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF's net asset value. Brokerage commissions and ETF expenses will reduce returns. ETFs are subject to specific risks, depending on the nature of the underlying strategy of the fund. For a complete description of the Fund's principal investment risks, please refer to the prospectus.
For media inquires please contact Chip Bergstrom: [email protected]
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SOURCE Twin Oak ETF Company
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