#Japan #Investment Fund #Chiyoda #SBI Group #Hifumi

Introduction

On July 6, 2026, SBI Group's Rheos Capital Works, based in Chiyoda, Tokyo, announced the launch of a new actively managed public investment trust, `Hifumi Policy Drive Pro`. This fund targets Japanese businesses that align with the government's growth strategies, particularly those in sectors such as physical AI, semiconductors, quantum computing, and more. The initial amount set for this fund reached approximately 1.67 billion yen.

The Fund's Context and Objectives

The Japanese government aims to realize a robust economy by enhancing crisis management and growth investments through a public-private partnership approach. As part of this strategy, they are working on a roadmap that outlines key areas for sector investments, with the first draft being revealed during discussions at the Japan Growth Strategy Conference.

Notably, many companies poised to benefit from such government policies are yet to be fully recognized or valued in the marketplace, which presents an attractive investment opportunity. According to Rheos Capital Works, the aim of the new fund is not only to support Japan's future development but also to help investors grow their assets amidst the changing economic landscape marked by inflation.

Fund Features

1. Investment Focus on Policy-Related Stocks: The primary focus will be on domestic stocks that are associated with government policies.

2. High Equity Inclusion Ratio: The fund aims to maintain a high equity position concerning the overall assets.

3. Family Fund Management Structure: The operations will utilize a family fund model, allowing for better management through a master fund.

4. Fee Structure: If the fund's net asset value exceeds 20,000 yen, a success fee based on the surplus over the previously highest value known as the High Water Mark (HWM) will be charged. The success fee is set at 22% (excluding tax) of the excess beyond this HWM.

In essence, the fund is part of the `pro` series, which is designed for investors who wish to experience a higher level of investment excitement, while previous funds like Hifumi Trust and Hifumi World remain part of the `basic` series.

Fund Overview

• - Name: Hifumi Policy Drive Pro (Hifumi Policy Drive Pro in English)
• - Product Classification: Additional type investment trust/domestic/equity
• - Attribute: Other assets (investment trust securities - general equities)/annually
• - Management Company: Rheos Capital Works, Inc.
• - Filing Date: May 29, 2026
• - Initial Application Period: June 15 to July 3, 2026
• - Continuing Application Period: July 6, 2026, to September 17, 2027
• - Start Date: July 6, 2026
• - Purchase Fee: None
• - Trust Fee: Basic fee is 0.55% per annum (tax-excluded), plus potential success fee linked to HWM performance.
• - No Redemption Fee: There are no retained amounts within the trust assets which adds to the fund's appeal.

Conclusion

As the landscape of investment evolves in response to inflation and government policies, the Hifumi Policy Drive Pro fund epitomizes an opportunity for investors willing to engage with a closely managed strategy focused on promising sectors. As the fund combines market insight and government policy alignment, it stands ready to potentially provide substantial returns amidst the burgeoning technology frontiers shaping Japan’s economy. For more information, viewers can visit the official fund page or view the introduction video on YouTube.