Hifumi Fund Success
2026-01-23 11:39:07

Hifumi Asset Management Achieves 4th Place in Fund of the Year 2025

Hifumi Asset Management, operated by Rheos Capital Works, has recently celebrated an impressive achievement by securing 4th place in the "Fund of the Year 2025" active category, as selected by individual investors.

This notable recognition emphasizes the dedication and trust placed in Hifumi over its 17 years of operation, particularly since its launch amid the financial crisis of the Lehman Shock in October 2008. The fund has shown substantial growth, with its current unit price exceeding 90,000 yen and total assets under management reaching approximately 1.6 trillion yen. This success is a testament to the investors who have patiently held onto their investments, reflecting their strong belief in the fund's potential.

In a heartfelt message, the fund manager, Mr. Hidetaka Fujino, expressed his gratitude towards the volunteers in the management committee and all investors who have contributed to the fund's journey. Mr. Fujino acknowledged that the value created comes from the investors' long-term commitment and the hard-earned insights used to identify promising growth companies.

The Hifumi fund is part of a series designed specifically to uplift Japan, focusing primarily on investing in growing Japanese companies. Since its inception, the fund has showcased its ability to dynamically adapt and execute a strategy that balances risk and growth. With practices like "face-to-face management," which emphasizes transparency with clients regarding operational strategy, the fund aims to foster a strong support system for long-term asset growth. Additionally, their unique approach allows for effective fee returns based on the duration of investment, enhancing the support for investors' asset formation goals.

As of January 23, 2026, the fund reported a benchmark price of 93,875 yen and total net assets worth 207.8 billion yen. Investors can access the latest monthly operational reports through the provided link: Hifumi Report.

The "Fund of the Year" awards, which began in 2007 as a project to acknowledge deserving investment trusts, have evolved into a comprehensive voting system where individual investors with experience in financial products can vote for their top choices. It covers both index-linked and actively managed funds, with each voter able to select up to three of their favorites.

Rheos Capital Works, the firm behind Hifumi, was founded in 2003 with the mission of contributing to society through capital markets. It is committed to supporting long-term asset formation for clients through its effective management of the Hifumi series. The company also provides asset management services for domestic and international pension funds and institutional investors. It operates under the umbrella of SBI Global Asset Management (stock code 4765).

For more information, please refer to their official website: Rheos Capital Works.

Investors are encouraged to be aware of the associated costs and risks involved in investment funds. Detailed information can be found here: Investment Risk Policy.


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Topics Financial Services & Investing)

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