History
The following covers the history of the SBI RHEOS HIFUMI Group
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
May
Launched operation of Hifumi Plus (sister fund of Hifumi Fund)
2013
April
Net asset value of Hifumi Fund Mother Fund exceeds ten billion yen
2016
September
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
December
Net asset value of Hifumi Fund Mother Fund exceeds 500 billion yen
2018
October
10th anniversary of the Hifumi Fund celebrated
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
October
Launched operation and sales of Hifumi World
December
Launched operation of Hifumi World Plus (sister fund of Hifumi World)
2020
March
Joined the Fintech Association of Japan (FAJ) as a corporate member
April
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
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.
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
2023
April
20th anniversary of foundation of Rheos Capital Works, Inc.
Listed on the Growth Market of the Tokyo Stock Exchange
2024
April
SBI RHEOS HIFUMI Inc. established through a share transfer (Securities Code: 165A)