Monex Securities' ON COMPASS Passes 50 Billion Yen in Assets Under Management

Milestone Achievement: ON COMPASS Surpasses 50 Billion Yen

Monex Securities Co., Ltd. has made an exciting announcement regarding its investment service, ON COMPASS. As of December 2025, the total assets under management for this automated investment service have crossed the impressive threshold of 50 billion yen. This milestone reflects not only the popularity of the service but also the successful outcomes it has achieved for its clients.

Launched in September 2016, ON COMPASS, operated by Monex Asset Management, focuses on helping individuals achieve their financial goals through a comprehensive, goal-based investment strategy. The service employs a risk-managed approach and utilizes advanced financial engineering to evaluate and select investment opportunities. With an automated robo-advisor model, the service supports clients from planning to portfolio management without requiring deep financial knowledge or daily oversight, making it especially accessible for beginner investors.

Consistent Positive Performance

One of the standout features of ON COMPASS is its track record; approximately 99% of all contracts have yielded positive investment results. This statistic speaks volumes about the effectiveness of the service and its management strategies, encouraging more new clients to join and invest.

Furthermore, ON COMPASS is designed to comply with the NISA growth investment frame, offering clients tax-efficient investment options tailored to their unique goals and circumstances. Even amid fluctuating markets, the service's robust performance has attracted increased contributions and new subscriptions, propelling the total assets managed by Monex Securities to exceed 50 billion yen by the end of 2025.

Key Features of ON COMPASS

1. Stability Through Diversification: ON COMPASS employs a proprietary investment model grounded in rigorous financial analysis, diversifying assets across global markets. It invests in approximately 37,000 securities through international ETFs across roughly 70 countries, effectively managing risk while seeking capital growth.

2. Expert Management: After establishing an investment strategy, clients can relax as the Monex Asset Management team handles all transactions and regular portfolio maintenance. This service relieves clients of the burdens of managing daily trades and ensures a professional touch in investment execution.

3. User-Friendly Planning: Getting started is straightforward. Clients can initiate their asset management journey by answering a few simple questions to create a personalized investment strategy. With a minimum investment requirement of just 1,000 yen, clients can also engage in regular contributions or withdrawals as needed.

4. Transparent Fee Structure: ON COMPASS has a clear and straightforward fee structure, charging an annual management fee of approximately 0.9775% (including tax). Notably, there are absolutely no additional fees for sign-ups, trading, or cancellations, making it easy for clients to understand what they will be paying for.

As a trusted financial services provider, Monex Securities remains committed to delivering tailored financial solutions that align with each client's life stage, continually supporting them in their asset-building journeys.

For more details about ON COMPASS and how to get involved, please visit the Monex Securities website at Monex Website.

Important Information Regarding Transactions with Monex Securities

Investments handled by Monex Securities may involve a risk of capital loss due to price fluctuations. Please read the contract documents and prospectus thoroughly before investing.

About Monex Securities Co., Ltd.

Monex Securities is licensed by the Kanto Local Finance Bureau (License No. 165) and is a member of the Japan Securities Dealers Association and several other industry associations.