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Announcing the Launch of Hifumi Policy Drive Pro

In a significant development for investors keen on policy-driven investments, Rheos Capital Works, part of the SBI Group, has unveiled the launch of a new active investment trust: Hifumi Policy Drive Pro. This fund is designed to target stocks associated with industries that the Japanese government prioritizes as part of its growth strategy. With an official submission of the securities notification made to the Kanto Local Financial Bureau on May 29, 2026, the initial offering period is set to commence on June 15, 2026, and the fund's operations will start on July 6, 2026.

Background of the Fund: Investing in Japan's Resilient Future

In recent discussions held at the Japan Growth Strategy Council, the government has been focusing on fostering strong economic growth through public-private partnership investments. The draft roadmap highlighting key sectors such as physical AI, semiconductors, quantum computing, unmanned aerial vehicles, and rocket technologies has recently been made public. This milestone serves to clarify strategies that will shape Japan's economic landscape for the future.

Rheos believes that many firms benefiting from these policies are underappreciated in the market, representing excellent investment opportunities. With their seasoned expertise, the company aims to identify and invest in these promising companies to bolster both Japan's future and the asset growth of its investors.

The new fund, part of the pro series, represents the third iteration in the Hifumi fund series, which is designed for investors looking to amplify their investment engagement and excitement.

Special Page for Hifumi Policy Drive Pro

Key Features of the Fund

1. Main Investment Focus: The fund primarily invests in listed policy-related stocks within Japan.
2. High Equity Ratio: A high ratio of stock holdings is maintained as a core principle.
3. Family Fund Operation: The management is conducted via a master fund structure.
4. Performance-Based Fees: If the fund’s net asset value exceeds 20,000 yen, performance fees tied to the fund's success will apply, specifically based on performance above the high-water mark.

A Message from the Fund Manager

Koji Namiki, the Fund Manager of Hifumi Policy Drive Pro, brings over 20 years of experience, having engaged with numerous small to medium enterprise leaders in Japan. His approach remains deeply rooted in understanding the unique technologies that the Japanese government is highlighting. He emphasizes the need for a long-term perspective in discovering companies that can emerge as leaders in Japan.

Namiki states, "We are dedicated to nurturing your investments while unveiling the captivating potential of Japan's lesser-known firms." Coupled with extensive company evaluations, the fund aims to foster relationships that generate insights beyond superficial data.

Fund Overview

• - Fund Name: Hifumi Policy Drive Pro
• - Fund Type: Additional Type Investment Trust / Domestic / Equity
• - Management Company: Rheos Capital Works, SBI Group
• - Initial Application Period: June 15, 2026 - July 3, 2026
• - Date of Fund Initiation: July 6, 2026
• - Fee Structure: No initial purchase fee; management fees include a base rate along with any performance-based fees.
• - Redemption Date: June 20, 2036 (subject to change).

For anyone considering an investment in Japan's economic future, Hifumi Policy Drive Pro presents a compelling opportunity to align financial growth with governmental strategies aimed at revitalizing Japan's economy. As the investment landscape continues to evolve, this fund seeks to play a pivotal role in making informed and impactful investments in notable Japanese industries, ensuring a promising trajectory for investors and the overarching economy alike.

About Rheos Capital Works

Founded in 2003 under the guiding principle of contributing to society through capital markets, Rheos Capital Works is committed to supporting long-term asset growth for its clients. As an asset management firm, it specializes in offering innovative funds designed to foster growth while ensuring sound investment practices.