'ROBOPRO Fund', Advised by FOLIO Based on AI Predictions, Surpasses 350 Billion Yen in Total Net Assets

FOLIO Co., Ltd. (Headquarters: Chiyoda-ku, Tokyo; CEO: Morifumi Yotsumoto; hereinafter "FOLIO"), a subsidiary of FOLIO Holdings Co., Ltd., which provides innovative financial solutions within the SBI Group, announced that the publicly offered investment trust "ROBOPRO® Fund", to which it provides investment advice, surpassed 350 billion yen in total net assets on April 1, 2026. Since January 2020, FOLIO has been offering "ROBOPRO", an AI-driven investment service characterized by predicting market upturns and downturns using AI and dynamically altering investment allocations. The "ROBOPRO Fund", established in December 2023, is managed by SBI Okasan Asset Management Co., Ltd., with FOLIO providing investment advice based on the "ROBOPRO" operational strategy. Even among balanced funds that diversify investments across multiple assets, the "ROBOPRO Fund" demonstrates strong performance by leveraging agile rebalancing utilizing AI. As of April 1, 2026, the base price after dividend payment was 14,630 yen (a total of 700 yen paid since the fund's inception), and it recently hit a record high on March 3. In addition, the expansion of sales companies is progressing; it is currently handled by 22 securities companies and 19 banks, allowing us to believe that many investors are enjoying the operational strategy of "ROBOPRO" as an investment trust (as of April 1, 2026*). *Source: SBI Okasan Asset Management The AI investment know-how FOLIO has cultivated through "ROBOPRO" is also utilized in the "SBI Wrap AI Investment Course" (SBI Securities Co., Ltd.), "Himegin Wrap/ROBO PRO AI Wrap" (The Ehime Bank, Ltd.), and the "Ashigin Discretionary Investment Service STORY AI Course" (The Ashikaga Bank, Ltd.). Furthermore, as an investment advisory firm, in addition to the "ROBOPRO Fund", FOLIO is 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 "Goldman Sachs Corporate Bond / FOLIO AI Multi-Asset Strategy Fund 2025-05" established by Sumitomo Mitsui DS Asset Management Co., Ltd. Moving forward, FOLIO will continue to expand and sophisticate asset management utilizing AI, provide financial solutions through a multifaceted approach, and contribute to the asset formation of an even greater number of people. * "ROBOPRO" is a registered trademark of FOLIO Co., Ltd. [Disclosures under the Financial Instruments and Exchange Act, etc.] Trade Name, etc.: FOLIO Co., Ltd., Financial Instruments Business Operator Registration Number: Director-General of the Kanto Local Finance Bureau (Kinsho) No. 2983 Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association Account opening and management fees for FOLIO's comprehensive securities account are free. Regarding products handled by FOLIO...