Artificial intelligence (AI) is transforming industries worldwide, from healthcare to finance. Investors are increasingly turning to thematic funds that focus on AI to capture this growth. One such option is the Sanlam Global AI fund, which targets companies driving AI innovation and adoption.
As AI advances rapidly, funds like this offer exposure to high-potential opportunities while navigating market volatility. This article explores the Sanlam Global AI fund, its strategy, performance insights, and role in modern portfolios. Whether searching for sanlam global ai price, sanlam global ai review, or related options like the sanlam ai global managed risk fund, you’ll find practical details here.
What Is Sanlam Global AI?
The Sanlam Global AI refers primarily to the Sanlam Global Artificial Intelligence Fund (now managed under Landseer Asset Management following a 2024 team transition from Sanlam Investments). This actively managed equity fund invests in global companies involved in AI development, production, or transformational adoption.
Originally launched by Smith & Williamson and later managed by Sanlam, the fund maintains continuity under co-managers Chris Ford and Tim Day. It targets long-term capital appreciation by focusing on AI enablers and adopters, such as sensing technology, smart applications, and platform providers.
Sanlam, a major South African financial services group founded in 1918, operates globally, including through Sanlam UK for wealth management and investments. The group remains strong, with no recent takeovers affecting its core operations.
Fund Strategy and Investment Approach
The fund is benchmark-agnostic and high-conviction, investing primarily in equities and related securities worldwide. It includes:
- Companies developing AI systems or products.
- Firms providing technology for online platforms (e.g., e-commerce or digital services).
- Up to 10% in other collective schemes for diversification.
This approach captures both pure AI plays and broader adopters, offering a diversified take on the theme compared to narrower tech funds.
Co-managers Chris Ford and Tim Day bring decades of experience in global and technology equities. Their process emphasizes bottom-up stock selection, seeking companies with strong growth potential in AI-driven transformation.
Sanlam Global Artificial Intelligence Holdings
Holdings focus heavily on technology and related sectors. Typical top exposures include:
- US giants (around 62-65% allocation).
- Key names like those in semiconductors, software, and cloud computing.
- Emerging Asia plays (e.g., Tencent Holdings at times around 2-3%).
The portfolio often features 30-50 stocks, with valuations reflecting growth premiums (e.g., P/E ratios above 25-28).
| Key Metric | Fund Approximate | Sector Average (Technology) |
|---|---|---|
| Price/Earnings Ratio | 28.07 | 26.15 |
| Price/Sales Ratio | 5.21 | 3.65 |
| Price/Book Ratio | 5.08 | 5.12 |
| Geographic Allocation (US) | ~62-65% | ~65% |
| Top Sector | Technology | Technology |
Sanlam Global AI Review: Performance and Risks
In a sanlam global ai review, the fund has benefited from AI enthusiasm, particularly post-2023 surges driven by generative AI. It has often outperformed broader global indices in strong tech periods but can lag during rotations to value sectors.
Strengths:
- Differentiated exposure beyond “Magnificent Seven” stocks.
- Experienced management team.
- Ongoing charge around 0.45-0.90% depending on class.
Risks:
- High concentration in technology (volatility spikes possible).
- Currency fluctuations for non-hedged classes.
- Thematic focus means underperformance if AI hype cools.
For the latest sanlam global ai price, check platforms like Morningstar, Fidelity, or Trustnet, where share classes (e.g., I Acc GBP) trade daily based on NAV.
Related Funds: Sanlam AI Global Managed Risk Fund
Investors seeking lower volatility might consider the sanlam ai global managed risk fund. This uses AI and machine learning to dynamically adjust equity exposure (10-90%) against the MSCI World Index, aiming to reduce drawdowns via futures hedging.
It’s a distinct strategy from the pure equity sanlam artificial intelligence fund review more defensive, suitable for risk-aware portfolios.
Another option is the sanlam global high quality fund, a high-conviction global equity fund focusing on quality growth companies (not purely AI-themed).
Sanlam in the UK: Operations and Pensions
Through Sanlam UK, the group offers wealth management, investments, and historically pensions. Note that Sanlam Life & Pensions UK was acquired by Chesnara in 2021-2022, but investment arms like Sanlam Investments UK continue independently.
Sanlam pension uk products are now under new ownership for existing policies, but new investments route through current platforms. Sanlam itself thrives globally no, Sanlam still exists as a leading African financial group.
Why AI Funds Matter for Smart Investing
AI is projected to add trillions to global GDP. Funds like Sanlam Global AI provide targeted access without picking individual stocks. Combined with diversification (e.g., via managed risk variants), they fit forward-looking portfolios.
As AI evolves from machine learning to broader adoption these funds position investors for structural growth.
FAQ
What is the current Sanlam Global AI price?
Share prices (NAV) fluctuate daily. As of late 2025 data, Class I GBP Acc units are available on platforms like Hargreaves Lansdown or Fidelity. Always check live quotes.
Is there a Sanlam Global AI review highlighting performance?
Reviews note strong gains in AI bull markets but emphasize volatility. Morningstar and FundCalibre provide detailed analysis.
What is the Sanlam AI Global Managed Risk Fund?
A separate fund using AI to manage equity exposure dynamically, tracking MSCI World while aiming to limit losses.
How does the Sanlam Artificial Intelligence fund review compare to peers?
It offers broader AI exposure (including adopters), differentiating from pure tech funds.
What about the Sanlam Global High Quality Fund?
A quality-focused global equity fund managed by the same team not AI-specific but complementary.
Can I access Sanlam Global Artificial Intelligence holdings?
Top holdings are disclosed in factsheets; heavy US tech bias with selective international names.
Does Sanlam operate in the UK?
Yes, via Sanlam UK for investments; pensions transitioned post-acquisition.
Conclusion
The Sanlam Global AI fund represents a thoughtful way to invest in AI’s future, backed by experienced managers and a robust strategy. While not without risks, it aligns with the shift toward smart, thematic investing.
If you’re considering adding AI exposure, review your risk tolerance and consult a financial adviser. Explore current sanlam global ai price and details on official platforms today smart investing starts with informed decisions.
