Hifumi Investment Trust Achieves Remarkable Milestone
Rheos Capital Works, based in Chiyoda, Tokyo, has officially announced that their Hifumi Investment Trust has exceeded the 100,000 yen benchmark as of February 10, 2026. This milestone reflects the company's commitment to investing in Japan's growth-oriented businesses.
The Hifumi series manages over 1 trillion yen in assets, primarily sold directly to customers as a specific type of investment fund. Since its inception in 2008, Hifumi has focused on discovering promising companies and adapting to market changes, embodying the philosophy of "protecting while growing" its investments. As of the announced date, the total net asset value of the Hifumi Investment Trust stands at approximately 223.3 billion yen, a testament to its robust performance.
The company's management, led by CEO Masato Fujino, emphasizes customer interaction and transparency regarding investment strategies. They have created a novel approach called the "Asset Formation Support Group," which effectively returns part of the trust fees to the customers based on their holding periods. This initiative serves to support long-term wealth building for clients.
To commemorate this pivotal achievement, Rheos Capital Works plans to launch a special campaign targeted at Hifumi Investment Trust holders. The details will be conveyed to asset holders as they are finalized.
Fujino's Message on the Milestone
In his statement, Masato Fujino expressed gratitude for the trust and support received from customers over the years. He noted that there are numerous exceptional companies in Japan with the potential for significant growth. Investing in these businesses not only bolsters their stock prices but also contributes to job creation, increases vendor partners, and fosters the development of new products and services, ultimately leading to a better society.
Fujino emphasized the mission of the Hifumi Investment Trust: to create a positive economic circulation by investing in growth-oriented firms that will contribute to a sustainable future for all.
Top 10 Holdings as of January 2026
An overview of the top 10 holdings of the Hifumi Investment Trust as of the end of January 2026 reveals a strategic allocation designed to capitalize on emerging market trends. Each company's percentage contribution to the total net asset of the fund showcases the strategic placements made by the investment team.
For a detailed view of the latest monthly performance report titled "Hifumi no Ayumi," stakeholders can access it
here. Additionally, annual reports and further financial disclosures can be found on the company's official site.
About Rheos Capital Works
Established in 2003, Rheos Capital Works operates on the principle of contributing to society through capital markets. The Hifumi series is designed to support clients in building sustainable long-term asset growth. In addition, Rheos provides investment advisory services to various pension funds and institutional investors, both domestically and globally.
Rheos Capital Works operates as a subsidiary of SBI Global Asset Management Co., Ltd. (Stock code: 4765), focused on maximizing value through strategic investments in the Japanese market. For more information, please visit
Rheos.
Investors can find more about the costs and risks associated with investment trusts at the following link:
Risk and Cost Info.
Rheos Capital Works is licensed under the Financial Instruments and Exchange Act by the Kanto Local Finance Bureau, License No. 1151, and is a member of both the Japan Investment Trust Association and the Japan Investment Advisers Association.