Monex Activist Fund Crosses 10 Billion Yen in Assets under Management

Monex Asset Management, Inc., a subsidiary business owned by Monex Group, a financial services company based in Japan, announced today that its publicly offered investment trust fund, Monex Activist Fund, has surpassed 10 billion yen in assets under management. This marks a significant milestone for the fund’s two-year history.

Established in June 2020, Monex Activist Fund has garnered more than 10 billion Yen in assets as its AUM as of February 25, 2022.

Since its launch, the fund has remained as a major investment trust that invests majorly in Japanese firms that are undergoing a period of change. Besides that, the fund listens to the voices of individual investors as its asset owners.

While traditional activist funds are mainly focused on institutional investors, Monex Activist Fund not only caters for the needs of institutions and companies but also for individual investors to buy and sell its financial products any time from a small amount.

The success of the Monex Activist Fund is based on adopting a new way of activism regarded as 'Activism 2.0', which aims to create better returns for individual investors as well as institutions and firms.

Driving Impact in Financial Inclusion

Established in 1997, Monex has been shaking up payment markets all over the globe. In October last year, Monex launched wealth management services to cater to the rising demand of its customer base. The product launch and others have demonstrated the firm’s commitment to serving its clients. The investment firm has grown to become a major online financial institution that operates retail online brokerages in Japan, China, US and Australia.

Monex has a market-leading reputation, with its cutting-edge product line, which includes wireless terminals for pay-at-table or delivery, touchless countertop terminals (POS systems) for stores, low contact payment solutions for donation stands, vending machines, car washes, laundromats, parking and other unattended kiosk operations. Furthermore, the firm provides e-commerce gateway solutions for secure web-based payment processing services and virtual terminals for management of recurring online payments.