ORIX Bank Begins Offering New Investment Trusts: “Asahi Life Socially Responsible Investment Fund” and “Sumitomo Mitsui Dividend Yield Stock Open”

TOKYO, Japan - March 5, 2019 - ORIX Bank Corporation (“ORIX Bank”) announced that it has started to offer investment trusts “Asahi Life Socially Responsible Investment Fund” and “Sumitomo Mitsui Dividend Yield Stock Open.” In addition, coinciding with the introduction of the new products, ORIX Bank will begin the “Prize of up to 100,000 yen! New Product Launch Campaign.”

Since May 2018, ORIX Bank has been selling three investment trusts* that incorporate the investment strategy of Robeco Institutional Asset Management B.V., the ORIX Group’s asset management company highly recognized particularly by European institutional investors. ORIX Bank offers carefully selected no-load products suitable for asset formation over the medium to long term.

We have added the two funds that invest in Japanese equities to our product lineup in order to meet the asset management needs of our customers.

* Shinsei Investment Management Co., Ltd. will manage the products as domestic investment trusts, and Robeco Institutional Asset Management B.V. will manage the foreign investment trusts included as a fund of funds.

■ Notes Concerning Investment Trusts
Principal and return of investment trusts are not guaranteed. Also, there is a risk of a loss of principal. When purchasing an investment trust, you are responsible for making investment decisions after checking the information below as well as each fund’s “investment trust explanatory document (or prospectus)” and “prospectus’ supplementary document/material information.”

(1) Investment risk
Investment trusts invest in securities and other instruments whose prices are subject to change. Therefore, a customer may suffer a loss with the net asset value (NAV) falling below the purchase price due to changes in share prices, interest rates, currency exchange rates, and other indicators as well as the credit standing of issuers. Such losses are to be borne by the customer who purchased the investment trust.
In addition, the nature of inherent risks varies from fund to fund. For details, see the prospectus of each fund.

(2) Deposit insurance
Investment trusts are not covered by deposit insurance.

(3) Japan Investor Protection Fund (JIPF)
Unlike securities companies, banks are not members of JIPF. Therefore, investment trusts purchased from ORIX Bank will not be covered by JIPF.

(4) Expenses
Expenses you will bear directly or indirectly during a period from the purchase to cancellation or maturity of an investment trust include management fees (effectively trust fees; up to 1.9224% of the total asset amount (incl. tax)), audit expenses, brokerage commissions and other charges on trades. In addition, some funds charge amounts retained in trust assets (up to 0.3% of the NAV on the date when application for cancellation is received). None of the funds impose sales charges. For details, see the prospectus of each fund.

(5) Restrictions on transactions
Due to risks such as a loss of principal associated with investment trusts, transactions may be restricted if they are not suitable in light of a customer’s investment objectives and the nature of funds invested. In addition, transactions may be restricted if a customer’s investment ratio exceeds a certain percentage. There may cases in which we cannot accept an application for purchase or cancellation for such reasons as holidays of overseas markets.

Contact Information:
ORIX Corporation
Corporate Planning Department
Tel: +81-3-3435-3121

About ORIX:
ORIX Corporation (TSE: 8591; NYSE: IX) is a financial services group which provides innovative products and services to its customers by constantly pursuing new businesses.
Established in 1964, from its start in the leasing business, ORIX has advanced into neighboring fields and at present has expanded into lending, investment, life insurance, banking, asset management, automobile related, real estate and environment and energy related businesses. Since entering Hong Kong in 1971, ORIX has spread its businesses globally by establishing locations in 38 countries and regions across the world.
Going forward, ORIX intends to utilize its strengths and expertise, which generate new value, to establish an independent ORIX business model that continues to evolve perpetually. In this way, ORIX will engage in business activities that instill vitality in its companies and workforce, and thereby contribute to society. For more details, please visit our website: https://www.orix.co.jp/grp/en/
(As of September 30, 2018)

Caution Concerning Forward-Looking Statements:
These documents may contain forward-looking statements about expected future events and financial results that involve risks and uncertainties. Such statements are based on our current expectations and are subject to uncertainties and risks that could cause actual results that differ materially from those described in the forward-looking statements. Factors that could cause such a difference include, but are not limited to, those described under “Risk Factors” in the Company’s annual report on Form 20-F filed with the United States Securities and Exchange Commission and under “(4) Risk Factors” of the “1. Summary of Consolidated Financial Results” of the “Consolidated Financial Results April 1, 2017 – March 31, 2018.”