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Monex Securities Achieves Landmark 3 Trillion Yen Investment Trust Balance

Monex Securities, headquartered in Minato-ku, Tokyo, proudly announces that its investment trust balance has surpassed 3 trillion yen as of April 2026, backed by the unwavering support of numerous investors. Founded with a commitment to fostering an environment for individual investors to build their assets steadily, Monex Securities continues to emphasize innovation in its investment offerings.

In recent years, the company has actively promoted its "Asset Management Model," aimed at enhancing customer asset growth. Monex has broadened its range of investment trust products and improved the incentive scheme for holding asset management points, now offering a maximum annual rate of 0.26%. This strategic enhancement not only rewards investors but also facilitates various purchasing methods for investment trusts. Notable among these are the introduction of options such as purchasing and accumulating trusts using point rewards, “d-payment balance accumulation,” and the recent launch of “JCB credit card accumulation” in March 2026.

These initiatives have garnered significant support not only from new clients but also from long-time patrons, resulting in a notable increase in the investment trust balance—an impressive 1 trillion yen growth over just one year and ten months.

Looking ahead, Monex Securities is set to enter into a capital and business partnership with NTT Docomo, an industry leader based in Chiyoda-ku, Tokyo, starting January 2024. This collaboration is expected to enhance their service offerings significantly. Further, in August 2026, Monex plans to launch new services leveraging its collaboration with Docomo and Sumishin SBI Net Bank, also located in Minato-ku, Tokyo. These steps are aimed at continuously offering products and services that meet customer preferences and needs.

Understanding Investment Trust Balances

The reported investment trust balance includes domestic investment trusts (excluding MRFs), foreign investment trusts (including MMFs), iDeCo, and ON COMPASS.
For more detailed information, investors can visit the official Monex Securities website at Monex Securities News.

Important Information Regarding Transactions with Monex Securities

Investors should be aware that Monex Securities products may involve risks such as capital loss due to price fluctuations. We recommend thoroughly reviewing the pre-contract documents and prospectus prior to making investment decisions.

About Monex Securities

Monex Securities is licensed as a financial instruments business operator by the Kanto Finance Bureau (License No. 165). The company is a member of several associations including the Japan Securities Dealers Association and the Financial Futures Association of Japan, among others.