ROBO PRO Fund: Commentary on June Rebalancing and Investment Allocation Changes

This fund receives advice from FOLIO Co., Ltd. regarding the allocation ratio of investment assets. In this report, we explain the background to the changes in investment allocation in this rebalance, based on information from FOLIO.

Increasing Stock Assets Slightly While Emphasizing Diversification with US Bonds and Gold As a characteristic change from the previous rebalance, allocations to developed/emerging market stocks have decreased, while allocations to US stocks have increased. Additionally, allocations to high-yield bonds and emerging market bonds have decreased, while allocations to US bonds and gold have increased. As a result, total stock assets increased slightly to approximately 40%, but due to a decrease in real estate, the total for relatively high-risk assets (stocks and real estate) fell to approximately 47%. On the other hand, the total for bond assets and gold increased to approximately 53%, continuing the previous month's inclusion of all eight asset classes to emphasize diversification.

AI Forecasts and Observations In the latest AI forecasts, the outlook for gold, US stocks, and US bonds was relatively high, while the outlook for high-yield bonds and emerging market assets (stocks and bonds) was relatively low. Actual asset allocations are determined by reflecting the expected returns and risks for each asset.