Monex Activist Fund AUM Exceeds 10 Billion Yen

Monex Asset Management, Inc. (headquarters: Minato-ku, Tokyo; CEO: Tomoshige Nakamura, hereinafter, Monex Asset Management) has announced today that its publicly offered investment trust fund, Monex Activist Fund,surpassed 10 billion yen in its assets under management as of February 25, 2022.

Launched on June 25, 2020, Monex Activist Fund is an investment trust that invests mainly in Japanese companies that are undergoing a period of change, and implements comprehensive engagement with the companies through dialogue and proposals while listening to the voices of individual investors as its asset owner. The fund's activities embody a new way of activism, which could be described as "Activism 2.0," which aims to revitalize Japan's capital markets and ultimately create the future of Japan together with individual investors.

It also has a high affinity with the concept of the Sustainable Development Goals (SDGs), the international goals set by the United Nations for a sustainable and better world, and will improve its performance while aiming to contribute to economic, environmental and social development.

Conventional activist funds are mainly sold to institutional investors as financial products with restrictions such as trading periods, but Monex Activist Fund is a public investment trust that individual investors can buy and sell at any time from a small amount.

Monex Asset Management manages the mother fund of Monex Activist Fund with investment advice from Japan Catalyst, Inc., a subsidiary of Monex Group, Inc. As a member of the Monex Group, the company states that it will continue to pursue new possibilities of asset management, increase the options for each individual's future, and contribute to the creation of a more affluent society.