History

The following covers the history Rheos Capital Works.

2003

April

Company founded as Rheos Inc.

August

Registered for investment advisory services

September

Changed trade name to Rheos Capital Works Inc.

December

Launched investment advisory service for private investment trusts

Launched investment advisory service for pension assets

2004

April

Launched investment advisory service of the Rheos Japan Growth Stock Fund (Kurama Tengu) sold by DLJ direct SFG Securities (now Rakuten Securities)

2006

November

FIL Investments (Japan) commences distribution of the Rheos Japan Growth Stock Fund (Kurama Tengu)

2007

September

Acquired license to engage in investment trust management business

Deemed registration for financial instruments business (investment management business, Type II financial instruments business, investment advisory and agency business)

December

Change of financial instruments business registration accepted (amendment to method of business statement to add discretionary investment business)

2008

January

Launched business for discretionary investment contracts

Launched investment service for private investment trusts

August

Submitted registration statement for the Hifumi Fund to the Director-General of Kanto Finance Bureau

October

Launched operation and sales of the Hifumi Fund

2009

February

Capital increase through third-party allotment to IS Holdings Co., Ltd.

2010

November

Net asset value of Hifumi Fund exceeds one billion yen

2011

September

Launched operation of the Rheos Asia Select Stock Fund

2012

April

Hifumi Fund is awarded the first prize of the R&I Fund Award 2012 in the Investment Trusts/Japanese Equity Fund category

May

Launched operation of Hifumi Plus (sister fund of Hifumi Fund)

2013

April

Hifumi Fund is awarded the second prize of the R&I Fund Award 2013 in the Investment Trusts/Japanese Equity Fund category

Net asset value of Hifumi Fund Mother Fund exceeds ten billion yen

2014

April

Hifumi Fund is awarded the first prize of the R&I Fund Award 2014 in the Investment Trusts/Japanese Equity Fund category as well as NISA/Japanese Equity Fund category

May

Hifumi Fund investor accounts exceed ten thousand

December

The Hifumi mascot Hifumiro is made into a LINE sticker

2015

2016

January

Held the Nationwide Arigato Caravan (Appreciation Tour)

March

Hifumi Fund and Hifumi Plus are awarded Best Fund at the Lipper Fund Awards Japan 2016

September

Hifumi Fund is awarded the Good Design Award 2016

AUM of Rheos Capital Works exceeds 200 billion yen

October

Launched operation of Hifumi DC Fund, a fund exclusively for defined contribution (DC) pension plans

2017

February

Rheos Capital Works is featured on TV Tokyo's Cambria Palace

March

Hifumi Fund and Hifumi Plus are awarded Best Fund at the Lipper Fund Awards Japan 2017

April

Hifumi Fund and Hifumi Plus are awarded the first prize of the R&I Fund Award 2017 in the NISA/Japanese Equity Fund category

May

The "Japan Equity Strategy" is awarded the R&I Fund Award 2017 in vthe Defined Benefit Pension/Japanese Growth Equity category

June

Policy regarding fiduciary duties announced

November

The Hifumi mascot Hifumiro is ranked 167th in the Yuru-Chara Grand Prix

December

Net asset value of Hifumi Fund Mother Fund exceeds 500 billion yen

2018

2019

May

Interstellar Technologies' Shift to Space Quality MOMO-F3, the first private rocket in Japan and funded by Rheos Capital Works, is successfully launched

Hifumi Fund is awarded the first prize of the R&I Fund Award 2019 in the Investment Trust 10-year/Japanese Equity Fund category

Hifumi Fund and Hifumi Plus are awarded the second prize of the R&I Fund Award 2019 in the NISA/Japanese Equity Fund category

October

Launched operation and sales of Hifumi World

December

Launched operation of Hifumi World Plus (sister fund of Hifumi World)

2020

February

Hifumi Fund and Hifumi Plus are awarded the Yahoo! Finance Best Fund Award 2019 in the Portfolio Registration Category

March

Joined the Fintech Association of Japan (FAJ) as a corporate member

April

Hifumi Fund is awarded the first prize of the R&I Fund Award 2020 in the Investment Trust 10-year/Japanese Equity Fund category

Joined the Financial Advisors Association of Japan as a corporate member

June

SBI Financial Services Co., Ltd. (subsidiary of SBI Holdings, Inc.) acquires a majority stake in the company

2021

January

YouTube channel "Okane no Manabiba!" (Money Learning Center) launched

March

Hifumi Plus is awarded the Yahoo! Finance Best Fund Award 2020 in the Portfolio Registration and Fan Voting categories

Launched operation of Marugoto Hifumi and Hifumi Global Bonds Mother Fund

Launched operation and sales of Hifumi Light

April

Joined the Japan Alternative Data Accelerator Association

Founded the venture capital subsidiary Rheos Capital Partners, Inc.

Hifumi Fund is awarded the second prize of the R&I Fund Award 2021 in the Investment Trust 10-year/Japanese Equity Core Fund category

May

AUM of Rheos Capital Works exceeds one trillion yen

August

Net asset value of Hifumi series exceeds one trillion yen

September

Launched operation of Hifumi World DC Fund, a fund exclusively for defined contribution (DC) pension plans

2022

April

Hifumi Fund series investor accounts exceed one hundred thousand

Hifumi Fund is awarded the second prize of the R&I Fund Award 2022 in the Investment Trust 10-year/Japanese Equity Core Fund category

2023

April

20th anniversary of foundation of Rheos Capital Works, Inc.

Hifumi Fund and Hifumi Plus are awarded the second prize of the R&I Fund Award 2023 in the Investment Trust 10-year/Japanese Equity Core Fund category

Listed on the Growth Market of the Tokyo Stock Exchange (Securities Code: 7330)