Folio's "ROBOPRO Fund" Net Assets Exceed 200 Billion Yen

Folio's "ROBOPRO Fund" Net Assets Exceed 200 Billion Yen

The "ROBOPRO Fund", established on December 28, 2023 by SBI Okasan Asset Management, surpassed 200 billion yen in net assets on December 9, 2025. This milestone was reached approximately 3.5 months after surpassing 100 billion yen in net assets on August 22 of this year.

The Fund receives investment advice based on the "ROBOPRO®" investment strategy from FOLIO, a subsidiary of FOLIO Holdings, and is managed by SBI Okasan Asset Management.

The Fund's key feature is agile asset allocation based on AI predictions, with a benchmark price of 14,798 yen (after distribution payments) as of December 9, 2025, demonstrating strong performance (cumulative distributions since inception: 500 yen).

SBI Okasan Asset Management and FOLIO will continue to contribute to investors' asset building through the "ROBOPRO Fund," which has high adaptability to changes in the investment environment.

Benchmark Price Trends Since Inception (December 28, 2023 – December 9, 2025, daily)

Features of the "ROBOPRO Fund"


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