Announcement Regarding Change of Trade Name for Rheos Capital Works

Rheos Capital Works Inc. announced its decision to change its trade name to "SBI Rheos Capital Works, Inc." effective December 1, 2026. This change aims to strengthen collaboration with the SBI Group and unify the brand to enhance asset management capabilities, product offerings, and sales power.
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SBI Group's Rheos Capital Works Inc. (Headquarters: Chiyoda-ku, Tokyo; Representative Director and President: Hidehito Fujino; hereinafter "the Company") is pleased to announce that it has decided to change its trade name to "SBI Rheos Capital Works, Inc." (English: SBI Rheos Capital Works, Inc.) effective December 1, 2026. This change is subject to approval at the Company's General Meeting of Shareholders.

■ Details of Trade Name Change

Japanese Name: SBIレオス・キャピタルワークス株式会社

English Name: SBI Rheos Capital Works, Inc.

Scheduled Date of Trade Name Change: December 1, 2026

■ Background of Trade Name Change

The Company is an asset management firm founded in 2003 under the management philosophy of "contributing to society through capital markets." Since its inception, the Company has managed assets for institutional investors, including domestic corporate pension funds and overseas sovereign wealth funds. Since 2008, through the operation of the "Hifumi" series of investment trusts, the Company has supported the asset building of individual investors in Japan.

The Company joined the SBI Group in April 2020 and became a wholly-owned subsidiary of its current parent company, SBI Global Asset Management Co., Ltd., in December 2025. Against the backdrop of the establishment of the NISA program, the long-term asset building needs of individual investors have expanded to an unprecedented level, and the role required of asset management companies is growing ever larger. In this environment, to continue providing superior asset management services to customers, the Company will further deepen its collaboration with the SBI Group and work to further strengthen its asset management capabilities, product offerings, and sales power by unifying the group's brand.

Furthermore, by continuing to use the name "Rheos Capital Works," which has received significant support from individual customers and sales partners since its founding, the Company will inherit its accumulated investment philosophy and uniqueness.

■ About Rheos Capital Works Inc.

Rheos Capital Works is an asset management company founded in 2003 under the management philosophy of "contributing to society through capital markets." The "Hifumi" series of investment trusts, which it manages and sells, supports customers' long-term asset building through an investment approach that "grows while protecting." In its investment advisory business, the Company manages assets entrusted by domestic and international corporate pension funds and institutional investors. Rheos Capital Works is a group company of SBI Global Asset Management Co., Ltd. (Securities Code 4765).

URL: https://www.rheos.jp/

Costs and Risks associated with Investment Trusts: https://www.rheos.jp/policy/risk/

Financial Instruments Business Operator Kanto Local Finance Bureau (Kinsho) No. 1151

Member of The Investment Trusts Association, Japan

Caution: This press release is a document for publicly announcing the Company's information, services, and achievements, and is not intended for investment solicitation.