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Other Disclosures8698Monex Group,Inc.Financials (excluding banks)

Monex Asset Management’s “Monex Activist Fund” wins the Fresher Award at the Diamond ZAi NISA Mutual Fund Grand Prix 2026

The publicly offered investment trust Monex Activist Fund, managed by Monex Asset Management, won the Fresher Award at the Diamond ZAi NISA Investment Trust Grand Prix 2026.

Worth reading
52Recurring
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Direction
Improvement
Direction inferred from the company’s description.
Scale
—
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Wording
Definitive
How definitive the wording is.

Announced details

Monex Activist Fund (nickname: Japan’s Future)Diamond ZAi NISA Investment Trust Grand Prix 2026 Fresher Award
Applicable field (uses covered by this announcement)

NISA-eligible actively managed investment trusts; asset building and management for individual investors

Launch dateBegan operation as a publicly offered investment trust on 25 June 2020 (track record)
Relationship between the counterparty and the company
Monex Group,Inc.8698
Relationship with the Company

The Diamond ZAi editorial team evaluates and presents awards to investment trusts managed by Monex Asset Management.

CounterpartyDiamond ZAi editorial team

The editorial team of the monthly personal finance magazine Diamond ZAi. Since its launch in 2000, it has provided information useful for individual asset building and management, and began its Investment Trust Grand Prix in 2023.

Award/certification name

Diamond ZAi NISA Investment Trust Grand Prix 2026 Fresher Award

Awarding / certifying body

Diamond ZAi editorial team

Location (as indicated in this announcement)

Minato-ku, Tokyo (Monex Asset Management headquarters)

In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.

Source (materials cited by the company)

June 2026 issue of Diamond ZAi; official Diamond ZAi NISA Investment Trust Grand Prix website

Announced details
ItemDetails
Names of Products / Services CoveredMonex Activist Fund (nickname: Japan’s Future), Diamond ZAi NISA Investment Trust Grand Prix 2026 Fresher Award
CounterpartyDiamond ZAi editorial team
Counterparty overviewThe editorial team of the monthly personal finance magazine Diamond ZAi. Since its launch in 2000, it has provided information useful for individual asset building and management, and began its Investment Trust Grand Prix in 2023.
Relationship with the CompanyThe Diamond ZAi editorial team evaluates and presents awards to investment trusts managed by Monex Asset Management.
Launch dateBegan operation as a publicly offered investment trust on 25 June 2020 (track record)
Applicable areaNISA-eligible actively managed investment trusts; asset building and management for individual investors
Award/certification nameDiamond ZAi NISA Investment Trust Grand Prix 2026 Fresher Award
Awarding / certifying bodyDiamond ZAi editorial team
LocationMinato-ku, Tokyo (Monex Asset Management headquarters)
SourceJune 2026 issue of Diamond ZAi; official Diamond ZAi NISA Investment Trust Grand Prix website
Items this document does not state (8)
Contract ValueOffering priceContract DateRegistration number and expiry dateLocation scaleQuantitative EffectsUsage historyImpact on Business Performance

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 fund received the award following an evaluation by the Diamond ZAi editorial team based on data as of the end of December 2025. The article does not provide specific reasons for the award or the evaluation criteria, stating that details of the evaluation methodology will be published in the June 2026 issue of Diamond ZAi.

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Monex Asset Management’s “Monex Activist Fund” wins the Fresher Award at the Diamond ZAi NISA Mutual Fund Grand Prix 2026 | Monex Group,Inc. (8698) timely disclosure | Komori