"ROBOPRO Fund" Secures 1st Place in Monthly Fund Inflow Ranking for Balanced Funds (Excluding Unit-Type/Limited Additional Type) (April 2026)

FOLIO Co., Ltd. (Head office: Chiyoda-ku, Tokyo; Representative Director: Morifumi Yomoto; hereinafter "FOLIO"), a subsidiary of SBI Group's FOLIO Holdings Co., Ltd., which provides innovative financial solutions, announces that its publicly offered investment trust, the "ROBOPRO Fund," for which it provides investment advice, secured the 1st place in monthly fund inflow for April 2026 within the balanced fund category (excluding unit-type and limited additional type) with 25.05 billion JPY (*), maintaining the top position for five consecutive months since December 2025. Since January 2020, FOLIO has been offering "ROBOPRO®," an AI investment service characterized by its AI predicting market upturns and downturns and dynamically changing investment allocations. The "ROBOPRO Fund," established in December 2023, is operated by SBI Okasan Asset Management Co., Ltd. with investment advice provided by FOLIO based on the "ROBOPRO" investment strategy. The "ROBOPRO Fund" demonstrates strong performance, leveraging its strength in agile rebalancing utilizing AI, even among balanced funds that diversify investments across multiple assets. As of April 30, 2026, its net asset value reached 390.2 billion JPY, and its standard price after dividend payments was 15,311 JPY (total dividends paid since inception: 700 JPY), updating its highest standard price on April 20 of the same month. The expansion of sales companies is also progressing, with 22 securities companies and 21 banks currently handling the fund (as of May 1, 2026). Against the backdrop of its strong performance, the "ROBOPRO Fund" has ranked high in investment trust sales rankings at multiple sales companies, including online securities and regional banks. As a result, its monthly fund inflow for April 2026 was 25.05 billion JPY, securing the 1st place (*) in the balanced fund category (excluding unit-type and limited additional type) for five consecutive months. Furthermore, the publicly offered investment trust "Mitsui Sumitomo DS FOLIO AI Multi-Asset Fund," in which FOLIO is involved as an investment advisor, recorded a monthly fund inflow of 20.89 billion JPY in April 2026, ranking 2nd (*) in the same category (excluding unit-type and limited additional type), next to the "ROBOPRO Fund." This fund was newly established on April 7, 2026, by Mitsui Sumitomo DS Asset Management Co., Ltd. and is a balanced fund that diversifies investments globally, utilizing the knowledge and technology regarding the "ROBOPRO" AI investment strategy provided by FOLIO. The AI investment know-how cultivated by FOLIO 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 Discretionary Investment Service STORY AI Course" (Ashikaga Bank, Ltd.). Moving forward, FOLIO will continue to expand and advance AI-driven asset management, and through multifaceted approaches, provide financial solutions to contribute to the asset formation of more people. (*): Aggregated by FOLIO based on QUICK data (as of end of April 2026, provisional figures). - Domestic publicly offered investment trusts classified as "Balanced" in QUICK investment trust classification (excluding unit-type and limited additional type). - Excludes ETFs, DC/wrap/SMA-only funds, and savings benefit funds. ※ "ROBOPRO®" is a registered trademark of FOLIO Co., Ltd. [Disclosure regarding Financial Instruments and Exchange Act, etc.] Trade name, etc.: FOLIO Co., Ltd. Financial Instruments Business Operator Registration number: Kanto Local Finance Bureau (Kinsho) No. 2983 Member associations: Japan Securities Dealers Association, The Investment Trusts Association, Japan Account opening fees and management fees for FOLIO's comprehensive securities account are free. Investments in products handled by FOLIO may incur prescribed fees and expenses per product. In financial product transactions, losses may occur due to fluctuations in stock prices, exchange rates, interest rates, and other indices, which may lead to the investment principal falling below its original amount. Please thoroughly confirm the contents of documents delivered before contract conclusion when making a contract. Details of fees, etc., and risks are here: https://folio-sec.com/support/terms/transaction-fees ■ About FOLIO Holdings Co., Ltd. FOLIO Holdings has set its mission as "Designing tomorrow's finance." It aims to realize a prosperous future by creating financial solutions required by society. Currently, through FOLIO Co., Ltd., which provides discretionary investment management solutions and investment advisory services to general customers and financial institutions, it also focuses on investment, operation, research, and distribution for the financial industry.