FOLIO's AI-Predicted "ROBOPRO Fund" Surpasses 400 Billion Yen in Net Assets

Q: What are the key facts in this article?

FOLIO's AI-predicted investment trust, "ROBOPRO Fund," which FOLIO advises, announced on May 11, 2026, that its net asset value has exceeded 400 billion yen. The fund leverages AI for dynamic rebalancing and has shown strong performance, expanding its sales channels.

Q: What is the direct answer?

FOLIO's AI-predicted investment trust, "ROBOPRO Fund," which FOLIO advises, announced on May 11, 2026, that its net asset value has exceeded 400 billion yen. The fund leverages AI for dynamic rebalancing and has shown strong performance, expanding its sales channels.

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Source: https://prtimes.jp/main/html/rd/p/000000137.000123546.html | Date: Date unavailable

FOLIO Inc., a subsidiary of FOLIO Holdings Inc., which provides innovative financial solutions within the SBI Group (Headquarters: Chiyoda-ku, Tokyo; Representative Director: Morifumi Yotsumoto; hereinafter "FOLIO"), is pleased to announce that the publicly offered investment trust "ROBOPRO® Fund," for which FOLIO provides investment advisory services, surpassed 400 billion yen in net assets on May 11, 2026. Since January 2020, FOLIO has offered "ROBOPRO," an AI investment service characterized by its ability to predict market upturns and downturns and dynamically change investment allocations. The "ROBOPRO Fund," established in December 2023, is advised by FOLIO based on the "ROBOPRO" investment strategy and managed by SBI Okasan Asset Management Co., Ltd. The "ROBOPRO Fund" has demonstrated strong performance, leveraging AI for agile rebalancing, which is a key strength among balanced funds that diversify investments across multiple assets. As of May 11, 2026, the standard price after dividend payments was 15,476 yen (total dividends paid since inception: 700 yen), and it recently updated its highest value on April 20. The expansion of sales companies is also progressing, with the fund now handled by 22 securities companies and 21 banks, indicating that many investors are benefiting from the "ROBOPRO" investment strategy through this investment trust (as of May 12, 2026, Source: SBI Okasan Asset Management). FOLIO's AI investment expertise cultivated through "ROBOPRO" is also utilized in "SBI Wrap AI Investment Course" (SBI Securities Co., Ltd.), "Himegin Wrap / ROBO PRO AI Wrap" (Ehime Bank, Ltd.), and "Ashigin Investment Management Service STORY AI Course" (Ashikaga Bank, Ltd.). As an investment advisor, in addition to the "ROBOPRO Fund," FOLIO is also involved in the management of the publicly offered investment trust "SBI Okasan NASDAQ AI Active Fund" established by SBI Okasan Asset Management Co., Ltd., and the unit-type publicly offered investment trust "Gol

FOLIO's AI-Predicted "ROBOPRO Fund" Surpasses 400 Billion Yen in Net Assets

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