Announced details
Investment trust management and distribution, management of pension funds in Japan and overseas, and long-term asset building
Assets under management exceeded ¥1.8 trillion (approximate figure as of 17 June 2026); direct-sales assets under management totaled ¥304 billion (as of the end of May 2026); 113 sales partners (as of the end of May 2026); more than 760,000 YouTube subscribers to the “お金のまなびば！” channel (as of: Not disclosed)
レオス・キャピタルワークス株式会社 is a subsidiary of the company
Financial Instruments Business Operator, Director of Kanto Local Finance Bureau (Financial Instruments) No. 1151 (expiry: Not disclosed)
In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.
| Item | Details |
|---|---|
| Names of Products / Services Covered | “ひふみ” series of investment trusts, Management of pension funds in Japan and overseas |
| Relationship with the Company | レオス・キャピタルワークス株式会社 is a subsidiary of the company |
| Launch date | The “ひふみ” series has been managed and distributed since 2008 (historical record) |
| Applicable area | Investment trust management and distribution, management of pension funds in Japan and overseas, and long-term asset building |
| Registration number and expiry date | Financial Instruments Business Operator, Director of Kanto Local Finance Bureau (Financial Instruments) No. 1151 (expiry: Not disclosed) |
| Usage history | Assets under management exceeded ¥1.8 trillion (approximate figure as of 17 June 2026); direct-sales assets under management totaled ¥304 billion (as of the end of May 2026); 113 sales partners (as of the end of May 2026); more than 760,000 YouTube subscribers to the “お金のまなびば！” channel (as of: Not disclosed) |
Items this document does not state (12)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The company explained that it has expanded its distribution structure through direct sales and sales partners, while continuing to provide opportunities to learn about investing through channels such as the YouTube channel “お金のまなびば！”.