Combined AUM of Discretionary Investment Services 'ON COMPASS' and 'ON COMPASS+' Exceeds 150 Billion Yen
Key facts
- Combined AUM of Discretionary Investment Services 'ON COMPASS' and 'ON COMPASS+' Exceeds 150 Billion Yen
- Monex Asset Management announced that the combined assets under management of its discretionary investment services, 'ON COMPASS' and 'ON COMPASS+,' surpassed 150 billion yen as of June 2, 2026, marking an increase of 50 billion yen in approximately 18 months.
- Source: PR Times
- Date: June 10, 2026
Direct answer
Monex Asset Management announced that the combined assets under management of its discretionary investment services, 'ON COMPASS' and 'ON COMPASS+,' surpassed 150 billion yen as of June 2, 2026, marking an increase of 50 billion yen in approximately 18 months.
- Citation
- Combined AUM of Discretionary Investment Services 'ON COMPASS' and 'ON COMPASS+' Exceeds 150 Billion Yen (June 10, 2026), PR Times
- Source
- PR Times
- Date
- June 10, 2026
Monex Asset Management announced that the combined assets under management of its discretionary investment services, 'ON COMPASS' and 'ON COMPASS+,' surpassed 150 billion yen as of June 2, 2026, marking an increase of 50 billion yen in approximately 18 months.
📋 Article Processing Timeline
- 📰 Published: June 10, 2026 at 00:40
- 🔍 Collected: June 9, 2026 at 15:51
- 🤖 AI Analyzed: June 9, 2026 at 16:05 (13 min after Collected)
■ Reaching 150 Billion Yen in Approx. 18 Months Since Hitting 100 Billion
'ON COMPASS' and 'ON COMPASS+' are Japan's first robo-advisor services to adopt a goal-based approach. Following the milestone of 100 billion yen in December 2024, the services reached 150 billion yen in approximately 18 months. This achievement was driven by market valuation gains as well as consistent capital inflows from new sign-ups and ongoing systematic investments.
■ Three Reasons for Continued Popularity
The services are chosen by a wide range of investors, from beginners to experienced individuals, for the following reasons:
● High Investment Performance: According to the Financial Services Agency's report on Japanese asset management companies, 'ON COMPASS' ranked 1st in both 3-year and 5-year returns, while 'ON COMPASS+' ranked 3rd in 3-year returns among fund wrap services.
● NISA Integration: Support for the NISA (tax-exempt) growth investment quota since 2024 has served as a primary driver for the rapid expansion of assets.
● Versatile Service Model: The company offers both the fully online 'ON COMPASS' and the face-to-face 'ON COMPASS+' (in collaboration with 9 partner firms) to cater to diverse customer needs.
■ Comment from President Tetsuya Adachi
'I would like to express my sincere gratitude to our customers and partner financial institutions for their continued support. We remain committed to providing high-quality financial services and contributing to the wealth formation of our clients.'
FAQ
What is the total asset under management for 'ON COMPASS' and 'ON COMPASS+'?
As of June 2, 2026, the total asset under management exceeded 150 billion yen.
How long did it take for the asset under management to reach 1,500 billion yen from 1,000 billion yen?
It took approximately 1 year and 6 months to reach 1,500 billion yen from 1,000 billion yen, starting from December 2024.
What is the performance record of 'ON COMPASS' that is one of the reasons it is chosen?
In the 2023 published 'Post-fee average performance' of fund wrap accounts (including SMA), 'ON COMPASS' achieved the top position in both 3-year and 5-year returns.
Do 'ON COMPASS' and 'ON COMPASS+' support NISA?
Yes, 'ON COMPASS' and 'ON COMPASS+' support NISA and can be used in the growth investment category (not available for regular savings investment category).
Who is the President and Representative Director of Manulife Asset Management?
The President and Representative Director of Manulife Asset Management is Tetsuji Ashida.