Announcement of Subsidiary’s Release

TOKYO, April 27, 2022 – Monex, Inc., a wholly owned subsidiary of Monex Group, Inc., issued thefollowing press release today.
Attachment: Monex, Inc. press release
Mutual Fund Assets Under Management Exceeded One Trillion Yen

Contact: Akiko Kato
Corporate Communications OfficeMonex Group, Inc.
+81-3-4323-8698
Yuki Nakano, Minaka Aihara
Investor Relations, Financial Control Dept.
Monex Group, Inc.
+81-3-4323-8698
This material was made as a matter of record only and does not constitute an offer to sell or to solicit an offer to buy
securities in the U.S.

Press Release
Mutual Fund Assets Under Management Exceeded One Trillion Yen
TOKYO, April 27, 2022 – Monex, Inc. (headquarters; Minato-ku, Tokyo; Representative
Director and President: Yuko Seimei; hereinafter, Monex) announced that mutual fund assets
under management*1 exceeded one trillion yen.
■ Background
Since its founding in 1999, Monex has offered mutual fund products and services with the goalof helping individual investors consistently grow their assets. Most of the mutual fund products
may be invested in 100 yen increments. To enhance services, Monex made all mutual funds
no-load, waving purchasing commissions in December 2019, and started daily investment
services in January 2020. Since partnering with Shinsei Bank, Limited in 2021, Monex has
introduced wide range of mutual funds including foreign mutual funds to their customers,
helping the bank offer expanded financial services.
From February of this year, customers can make periodic investments in mutual funds using
Monex Cards. The new service returns 1.1% of the amount spent through cards as points. The
ratio of returning points to customer is the highest among similar schemes*2 of all major online
brokers.
Achieving more than one trillion-yen of assets under management is a culmination of all theseefforts to date, supported by customers who greatly appreciate these unique services.
*1: Mutual fund assets under management is the balance held at Monex for Japanese mutual funds(excluding money reserve funds), foreign mutual fund products (excluding money market funds),
Individual Defined Contribution Pension (“iDeCo”), and ON COMPASS.
*2: As of March 28, 2022. Confirmed by Monex. Major online brokers include: au Kabucom
Securities Co., Ltd., SBI SECURITIES Co., Ltd., Matsui Securities Co., Ltd., Rakuten Securities,
Inc., and Monex, Inc. (Comparison among standard credit cards, excluding gold and platinum
cards. Matsui Securities does not offer periodic investment services for mutual fund products.)■ Mutual Fund Products and Services
Monex offers uniquely positioned mutual fund products and services as detailed below.
1. Periodic Investments in Mutual Funds through Monex Cards
This service allows customers to make periodic investments in mutual funds using Monex
Cards. Monex Cards usually returns 1.0% of amount spent on shopping through cards as
points which can be used to pay equity trading commissions at Monex or to exchangewith points of affiliate companies. When the cards are used for periodic investments inmutual funds, the ratio of points returned is raised to 1.1%.
2. Periodic Investments in Mutual Funds (Daily or Monthly)This service helps customers automatically invest a fixed amount in mutual funds every

1day or on a set date of every month. Investments can be made in units of 100 yen or 1,000
yen and the services can be applied to Nippon Individual Savings Accounts (NISA) or its
periodic investment plan.
3. Monex Activist FundThis mutual fund is designed to facilitate transformation of Japanese companies and tostimulate Japanaese capital markets, as Oki Matsumoto, Chairman of Monex, iscommitted to leading engagements with stakeholders. The fund is managed by Monex
Asset Management, Inc. with investment advisory offered by Japan Catalyst, Inc., one ofthe Group companies.
4. Monex Points
Monex’s unique point program allows customers to receive points depending on theirbalance of mutual funds they hold. Points can be used to exchange with cryptocurrencies
through Coincheck, Inc., a Group company, or converted to similar point programs
offered by affiliate companies to enjoy shopping, dining and leisure.
5. Individual Defined Contribution Pension (iDeCo)In this public pension scheme, the amount of pension received in the future will bedetermined by the performance of products selected directly by the investors who makecontributions. iDeCo services offered by Monex do not charge any operational
management fees while offering a variety of low-cost products, staff dedicated to handle
iDeCo related inquiries, and a robo-advisor catering to iDeCo services. Monex has beenranked at the top of Oricon Customer Satisfaction Ranking for iDeCo Provider Brokers
for three consecutive years, as announced by oricon ME Inc.
6. ON COMPASSON COMPASS is a discretionary asset management service using a robo-advisor, with athorough focus on risk management. This service is offered by Monex’s group company,Monex Asset Management. 99.7% of ON COMPASS customers have made positive total
returns (annualized) as of the end of March 2022.

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