ROBOPRO Fund Ranks 1st in Monthly Fund Inflow for Balanced Funds (March 2026)
FOLIO Co., Ltd. announced that its 'ROBOPRO Fund' achieved the highest monthly fund inflow of 37.32 billion yen in the balanced fund category for March 2026, marking its 4th consecutive month at the top. Net assets reached 342.8 billion yen.
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- 📰 Published: April 2, 2026 at 02:50
- 🔍 Collected: April 1, 2026 at 18:37
- 🤖 AI Analyzed: April 21, 2026 at 07:35 (468h 57m after Collected)
FOLIO Co., Ltd. (Headquarters: Chiyoda-ku, Tokyo; CEO: Morifumi Yotsumoto), a subsidiary of FOLIO Holdings which provides innovative financial solutions within the SBI Group, announced that the public investment trust 'ROBOPRO Fund' ranked first in monthly fund inflows for March 2026 in the balanced fund category (excluding unit/limited-addition types) with 37.32 billion yen. This marks the fourth consecutive month at the top since December 2025.
Since January 2020, FOLIO has been offering 'ROBOPRO®,' an AI-driven investment service that predicts market rises and falls to dynamically change asset allocation. The 'ROBOPRO Fund,' established in December 2023, is a product where FOLIO provides investment advice based on the ROBOPRO strategy, and SBI Okasan Asset Management Co., Ltd. performs the management.
The 'ROBOPRO Fund' has demonstrated strong performance by leveraging its strength in agile rebalancing using AI, even among balanced funds that diversify across multiple assets. As of March 31, 2026, the total net assets reached 342.8 billion yen, and the net asset value (NAV) after dividend payments was 14,384 yen (total dividends of 700 yen paid since inception), hitting a record high on March 3.
The sales network is also expanding, with the fund currently handled by 22 securities firms and 19 banks (as of April 1, 2026). Driven by its strong performance, the 'ROBOPRO Fund' has ranked highly in investment trust sales rankings at various sales outlets, including online brokerages and regional banks. As a result, the monthly fund inflow for March 2026 reached 37.32 billion yen, securing the top spot in the balanced fund category for the fourth month in a row.
In 2025, the fund achieved the top monthly fund inflow a total of six times (June, July, August, September, October, and December).
The AI investment expertise FOLIO cultivated through 'ROBOPRO' is also utilized in the 'SBI Wrap AI Investment Course' (SBI Securities), 'Himegin Wrap / ROBO PRO AI Wrap' (Ehime Bank), and 'Ashigin Discretionary Investment Service STORY AI Course' (Ashikaga Bank). As an investment advisor, FOLIO is also involved in the management of other public investment trusts like the 'SBI Okasan NASDAQ AI Active Fund' and the 'Goldman Sachs Corporate Bond / FOLIO AI Multi-Asset Strategy Fund 2025-05.'
FOLIO will continue to expand and enhance asset management using AI while providing financial solutions through a multifaceted approach, contributing to the wealth creation of more people.
(*) Based on data from QUICK, compiled by FOLIO (March 2026 figures are preliminary).
- Domestic public investment trusts classified as 'Balanced' in the QUICK investment trust classification (excluding unit and limited-addition types).
- Excluding ETFs, DC/Wrap/SMA exclusive funds, and employee asset-forming benefit funds.
Since January 2020, FOLIO has been offering 'ROBOPRO®,' an AI-driven investment service that predicts market rises and falls to dynamically change asset allocation. The 'ROBOPRO Fund,' established in December 2023, is a product where FOLIO provides investment advice based on the ROBOPRO strategy, and SBI Okasan Asset Management Co., Ltd. performs the management.
The 'ROBOPRO Fund' has demonstrated strong performance by leveraging its strength in agile rebalancing using AI, even among balanced funds that diversify across multiple assets. As of March 31, 2026, the total net assets reached 342.8 billion yen, and the net asset value (NAV) after dividend payments was 14,384 yen (total dividends of 700 yen paid since inception), hitting a record high on March 3.
The sales network is also expanding, with the fund currently handled by 22 securities firms and 19 banks (as of April 1, 2026). Driven by its strong performance, the 'ROBOPRO Fund' has ranked highly in investment trust sales rankings at various sales outlets, including online brokerages and regional banks. As a result, the monthly fund inflow for March 2026 reached 37.32 billion yen, securing the top spot in the balanced fund category for the fourth month in a row.
In 2025, the fund achieved the top monthly fund inflow a total of six times (June, July, August, September, October, and December).
The AI investment expertise FOLIO cultivated through 'ROBOPRO' is also utilized in the 'SBI Wrap AI Investment Course' (SBI Securities), 'Himegin Wrap / ROBO PRO AI Wrap' (Ehime Bank), and 'Ashigin Discretionary Investment Service STORY AI Course' (Ashikaga Bank). As an investment advisor, FOLIO is also involved in the management of other public investment trusts like the 'SBI Okasan NASDAQ AI Active Fund' and the 'Goldman Sachs Corporate Bond / FOLIO AI Multi-Asset Strategy Fund 2025-05.'
FOLIO will continue to expand and enhance asset management using AI while providing financial solutions through a multifaceted approach, contributing to the wealth creation of more people.
(*) Based on data from QUICK, compiled by FOLIO (March 2026 figures are preliminary).
- Domestic public investment trusts classified as 'Balanced' in the QUICK investment trust classification (excluding unit and limited-addition types).
- Excluding ETFs, DC/Wrap/SMA exclusive funds, and employee asset-forming benefit funds.