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ROBOPRO Fund: May Rebalancing Investment Allocation Ratio Change Commentary

In its May rebalancing, the ROBOPRO fund, based on AI-powered advice from FOLIO, reduced its allocation to appreciated stock assets while increasing its allocation to real estate and U.S. bonds to enhance portfolio diversification. As a result, the stock ratio decreased to approximately 36%, and the portfolio now includes all eight asset classes.

Source: prtimes.jp

Annual Securities Report

Amova Asset Management Co., Ltd. submitted its 44th term Annual Securities Report for domestic investment trust beneficiary certificates, covering the period from July 8, 2025, to January 5, 2026. The report was filed on April 3, 2026.

Annual Securities Report

Amova Asset Management Co., Ltd. submitted its 43rd term Annual Securities Report for Domestic Investment Trust Beneficiary Certificates, covering the period from July 8, 2025, to January 5, 2026.

Securities Report

Daiwa Asset Management Co., Ltd. submitted its 17th period Securities Report, covering beneficiary certificates of domestic investment trusts from July 11, 2025, to January 10, 2026.

Annual Securities Report

This is the 4th period (2025/07/08 - 2026/01/06) Securities Report for Domestic Investment Trust Beneficiary Certificates, submitted by Mitsubishi UFJ Asset Management Co., Ltd.

Securities Report (Annual)

Mitsubishi UFJ Asset Management Co., Ltd. filed its 40th Term Securities Report for Domestic Investment Trust Beneficiary Certificates, covering the period from July 8, 2025, to January 5, 2026.

Securities Report (Annual)

Daiwa Asset Management Co., Ltd. submitted its 11th annual securities report for domestic investment trust beneficiary certificates, covering the period from January 11, 2025, to January 10, 2026.

Securities Report (Annual)

Tokio Marine Asset Management Co., Ltd. submitted its 2nd period Securities Report (Annual Report) for Domestic Investment Trust Beneficiary Certificates, covering January 8, 2025, to January 7, 2026.

Securities Report (Annual) - 6th Period

Sumitomo Mitsui Trust Asset Management Co., Ltd. submitted its 6th period Securities Report (Annual Report) for Domestic Investment Trust Beneficiary Certificates, covering January 8, 2025, to January 7, 2026.

Securities Report (Annual)

Tokio Marine Asset Management Co., Ltd. submitted its 15th term Securities Report (Domestic Investment Trust Beneficiary Certificates).

Annual Securities Report

Tokio Marine Asset Management Co., Ltd. submitted its 14th term Securities Report (Annual Report) covering Domestic Investment Trust Beneficiary Certificates for the period 2025/07/08 to 2026/01/07.