Sanlam Global Artificial Intelligence Fund

The Sanlam Global Artificial Intelligence fund looks to invest in companies that are using AI to their benefit. 

Businesses that incorporate the use of AI will have a significant advantage over those that don’t. We seek to identify those companies who are likely to significantly benefit from AI integration and boost their long-term economic value.

Capturing the investment opportunities presented by AI’s influence on the global economy requires active management with a broad and flexible approach.

The managers use various tools to identify companies where revenue growth is driven by the development and application of AI. This stock-selection process is enhanced by a custom built, proprietary AI system (Orbit), which helps to identify those companies using or developing artificially intelligent systems.

• Investment process

  

• Our secret AI weapon

  

  
  Orbit insight - The AI technology behind the investment process
  Orbit insight is the latest iteration of an AI tool originally developed in 2016 by Orbit Financial Technology, in conjunction with fund managers Chris Ford and Tim Day.
  
  It is a platform used in the investment process that utilises Artificial Intelligence (AI), Machine Learning (ML), Optical Character Recognition (OCR) and Natural Language Processing (NLP) to collate, process, screen and refine unstructured data; predominantly qualitative information from regulatory exchange websites, company websites, news outlets and other sources.
  
  Giving us the edge
  Essentially, it surfaces data buried beneath traditional internet searches and web pages. Using and analysing this qualitative data gives the platform its edge.
  
  The parameters of the process are key to ensuring the Sanlam Global Artificial Intelligence Fund provides exposure to those companies at the forefront of AI technology and whose economic performance is most directly linked with AI themes.
  
  Coupled with traditional detailed fundamental analysis by the investment team, this allows the Fund to deliver greater resilience than funds that invest in narrower themes such as automation or robotics.
  
  

Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. A table with five years’ performance is available in the fund factsheets.

The Fund may invest in  shares of companies listed on stock exchanges in the United Kingdom, and outside the United Kingdom, exchange rate fluctuations may cause the value of investments to go down as well as up.  Investing in companies based in emerging markets may involve additional risks due to greater political, economic, regulatory risks, among other factors. The Fund may invest in derivatives for the purposes of efficient portfolio management and hedging.