Japan's First Individual Sales of Trust Beneficiary Rights Backed by Movable Property Trust
Mitsubishi UFJ Trust and Banking, ChariChari, Music Securities, and Impact Circle have formed the "ChariChari Regional Infrastructure Investment Fund," Japan's first social issue-based investment fund for individuals backed by a movable property trust, and will begin sales from July 2025.
1. Features
- Japan's first "social issue-solving financial circulation business model" utilizing a movable property trust scheme
- Trustification of ChariChari's electric-assist bicycles for use in regional infrastructure development
- Promotion of participation by individual investors who resonate with social issues through Music Securities' business investment-type crowdfunding platform "Securite"
- Quantitative and qualitative understanding of outcomes brought to regional society through "Impact Reports" created by Impact Circle
2. Background
In recent years, regional societies have faced urgent challenges in maintaining public transportation and securing means of mobility due to declining birthrates, aging populations, and population decline. Particularly in rural areas, the reduction of transportation infrastructure has seriously exacerbated mobility difficulties for elderly people and child-rearing households, making "securing means of mobility in regions" a foundation for sustainable community development.
Meanwhile, funding methods to address such social and regional issues have been limited, making it difficult for small regional businesses to secure financial resources for sustainably providing mobility services. Additionally, access to investment opportunities for individual investors to contribute to regional social issue resolution has been limited.
Against this background, the partners have realized a "social issue-solving financial circulation business model" that combines trust functions, crowdfunding, and visualization of social impact.
3. Role of Each Company
3.1 Mitsubishi UFJ Trust and Banking
- Formation of Japan's first movable property trust scheme with electric-assist bicycles as trust property
- Overall project design and project promotion
3.2 ChariChari
- Provision and operation of share cycle services centered in Fukuoka, Kumamoto, and other areas
- Procurement and management of movable property (electric-assist bicycles) subject to trust
3.3 Music Securities
- Sales and solicitation to individual investors through business investment-type crowdfunding "Securite"
- Information provision to investors, planning and operation of "Securite" content
3.4 Impact Circle
- Design of impact logic models and indicators
- Creation and provision of "Impact Reports" that quantitatively and qualitatively visualize impact on regional society
4. Future Development
Going forward, based on the knowledge and results obtained from this fund, we will advance the deployment of new funding supply methods such as movable property trusts, expansion of investment platforms centered on empathy-based investment, and advancement of impact visualization and information disclosure.
Through these efforts, Mitsubishi UFJ Trust and Banking, ChariCharii, Music Securities, and Impact Circle aim to build a sustainable financial circulation model where funds reach socially valuable businesses and growth and resolution are promoted.
Norbert Gehrke
