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Rheos Capital Works Hits New Milestone with Hifumi Investment Trust

On February 27, 2026, Rheos Capital Works Inc., headquartered in Chiyoda, Tokyo, proudly announced a remarkable achievement—the assets under management for its Hifumi investment trust series surpassed 300 billion yen through direct sales. This significant milestone is a testament to the trust and support of countless clients who have chosen Hifumi as their partner for asset formation. As we reach this new height, we extend our heartfelt gratitude to all our customers and associates.

Understanding Direct Sales

Direct sales provide an opportunity for investors to engage directly with the investment company. By opening an account with Rheos Capital Works, clients can purchase the Hifumi series directly, experiencing various benefits that come with this service.

Easy Management of Hifumi Investments

With a direct sales account, investors can easily manage their portfolios through the "Hifumi Web Service" and the app "Tenohira Hifumi." These platforms allow users to monitor their investment performance, set up new contributions, and make adjustments as needed, providing a seamless investing experience.

Exclusive Events and Campaigns for Direct Sales Customers

Clients who purchase through direct sales also receive access to exclusive events and promotions. One of the highlights is the Hifumi field trip, where participants visit real companies to engage with business environments and gain firsthand insights into the economy and investment landscape. The next scheduled event will take place in March at TOTO Corporation’s Ogura First Factory and TOTO Museum.

Hifumi Asset Formation Support Fund

In an innovative move, Rheos Capital Works has introduced a system specifically for long-term investors. For those who maintain their Hifumi investment trust or Hifumi World for over five years, the company will periodically return a portion of the trust fees as rewards. This pioneering initiative effectively discounts the fees for clients who demonstrate their commitment to the investment.

Insights into Direct Sales Customer Trends (As of January 2026)

Analyzing customer demographics, nearly 50% of those engaging in direct sales are under 40 years old, reflecting a growing trend of younger investors eager to build their wealth. Furthermore, around half of these clients contribute between 10,000 to 30,000 yen monthly towards their investments, with an average contribution amounting to approximately 30,000 yen.

About Rheos Capital Works Inc.

Founded in 2003 with a mission to contribute to society through capital markets, Rheos Capital Works is committed to helping customers build long-term wealth through its investment trust products, including the Hifumi series designed for secure yet growing investments. The company also manages assets for corporate pension funds and institutional investors both domestically and internationally. Rheos Capital Works is a subsidiary of SBI Global Asset Management Co., Ltd. (Securities Code: 4765).

For more information, please visit Rheos Capital Works.

Important Information

Investors should be aware of the fees and risks associated with investment trusts. More details can be found here. Rheos Capital Works is registered with the Kanto Financial Bureau (Financial Instruments Firm No. 1151) and is a member of the Investment Trust Association and the Japan Investment Advisors Association. Please note that this press release is for public informational purposes and is not intended as investment solicitation.