#Japan #Tokyo #iDeCo #Hifumi #Rehos Capital Works

Introduction

On March 24, 2026, Rehos Capital Works will officially launch its third fund from the renowned Hifumi series: the Hifumi Crossover Pension. This addition is designed specifically for defined contribution pension schemes, including individual-type iDeCo and corporate-type DC plans. Recently, on March 6, 2026, Rehos submitted a securities registration statement to the director of the Kanto Local Finance Bureau, signaling the upcoming rollout of this fund in the market.

Background of the Launch

As society transitions into an era where living to 100 years old is becoming commonplace, the importance of long-term asset accumulation through instruments like iDeCo and corporate-type DC plans has never been more crucial. Rehos has actively contributed to this trend, launching their initial Hifumi Pension fund in October 2016 and the Hifumi World Pension in September 2021. These previous successes lay the groundwork for the introduction of Hifumi Crossover Pension, enabling customers to select investment products that align with their financial strategies.

Key Features of Hifumi Crossover Pension

The main objective of Hifumi Crossover Pension revolves around promoting medium and long-term growth of trust assets. To achieve this, the fund will primarily invest in listed and unlisted domestic and international stocks through two main vehicles: the Hifumi Investment Mother Fund and the Hifumi Crossover Mother Fund. This diversified investment strategy aims to enhance returns and ensure sustainable growth over time.

Fund Overview

• - Fund Name: Hifumi Crossover Pension
• - Type: Open-end mutual fund / Domestic and overseas stocks
• - Launch Date: March 24, 2026
• - Investment Strategy: Focused on the long-term growth of trust assets.
• - Main Investment Targets: Beneficiary certificates of the Hifumi Investment Mother Fund and the Hifumi Crossover Mother Fund.
• - Benchmark/Reference Index: None

Risks Associated with the Fund

Investors should also be aware of several risks tied to this fund. These include price fluctuation risk, liquidity risk, credit risk, foreign exchange risk, country risk, and risks associated with investing in unlisted stocks, among others.

Trust Fees

The annual trust fee is set at 1.155% on the daily net asset total of the trust, excluding taxes (1.050% tax-exclusive). Payments for these fees will occur at the end of each calculation period and include:

• - Trustee Company: 0.660% (tax-exclusive)
• - Sales Company: 0.440% (tax-exclusive)
• - Custodian Company: 0.055% (tax-exclusive)

About Rehos Capital Works

Founded in 2003, Rehos Capital Works operates under the guiding principle of contributing to society through capital markets. The Hifumi series investment trusts, distinguished by their philosophy of nurturing while protecting investments, aim to support long-term asset growth for clients. In addition to managing mutual funds, Rehos also engages in investment advisory services for domestic and international corporate pension funds and institutional investors. As a subsidiary of SBI Global Asset Management Co., the firm continues to chart new paths in the financial sector.

For more information, please visit: Hifumi Crossover Pension Page

Important Notice

This document is primarily for informational purposes and does not constitute an offer or invitation to invest. Investors should make decisions based on their financial situation and goals, and consult with financial advisors as necessary.