SBI Okasan Asset Management's ROBOPRO Fund Surpasses 50 Billion Yen Mark

ROBOPRO Fund Achieves Major Milestone

SBI Okasan Asset Management, headquartered in Chuo, Tokyo, has announced a significant achievement as its ROBOPRO Fund surpassed the asset threshold of 50 billion yen on May 29, 2025. This milestone comes just over two months after the fund reached the 40 billion yen mark on March 25, reflecting the effectiveness of its agile asset allocation strategy in response to market conditions.

Since its inception, the ROBOPRO Fund has employed a unique investment approach relying on AI-driven advice from FOLIO, a fintech company associated with the SBI Group. The fund targets a diverse portfolio across eight asset classes and is rebalanced monthly to adapt to the ever-changing market environment. The increasing popularity of the fund among participating companies has contributed to its steady growth in total assets.

ROBOPRO Fund Performance Graph

Note: The value presented in the graph indicates a historical performance and does not guarantee future results.

The fund's strong performance has been particularly notable during stressful market periods, primarily attributed to the high-tariff policies initiated during the Trump administration, which negatively impacted global stock markets. In April 2025, these policies resulted in substantial declines, with global equity indices falling approximately 20% and the S&P 500 dropping roughly 24%, both measured in yen. Despite this challenging backdrop, the ROBOPRO Fund's decline was contained to around 12%, highlighting its ability to mitigate losses relative to broader markets.

Moreover, during this period of market volatility, the ROBOPRO Fund strategically increased its equity investments, resulting in a recovery. On May 12, 2025, the fund regained its early 2025 peak, exceeding its historical high the very next day. This illustrates the fund’s capacity to adapt its asset allocation dynamically, including executing an unscheduled rebalancing in April amidst heightened market uncertainties.

Insights from the Fund Manager

Masayuki Tsuji, the head of the Solutions Management Department and the lead manager of the fund, commented on its innovative features. He emphasized that the ROBOPRO Fund utilizes AI-driven return predictions to automate asset allocation without human intervention, making it suitable for various investors, from novices to those with existing investment experience seeking exposure to index-linked funds.