A NEXTGEN Global Tactical asset allocation UCITS Fund
This exclusive opportunity is for forward-thinking individuals who want to explore how AI can transform the way they invest. Through personalized insights and ongoing support, we’ll guide you on a journey to smarter and safer investing.
Gideon Nell, Head of Global Distribution at Sanlam Global Investment Solutions, and Alessandro Di Soccio, Co-CEO and Co-Founder of A.I. Machines, recently introduced the Sanlam A.I. Global Management Risk UCITS Fund to 𝐀𝐬𝐭𝐫𝐚 𝐖𝐨𝐫𝐥𝐝𝐰𝐢𝐝𝐞'𝐬 International Financial Advisors. This presentation provided a valuable opportunity to explore how the platform is driving innovation in the financial industry through its Predictive Investment Engine (PIE). PIE is a cutting-edge AI-driven system that seamlessly integrates data processing, predictive analytics, and risk management into a scalable solution. It transforms raw market data into actionable insights, utilizes self-learning AI algorithms to analyze and forecast asset performance, and dynamically adjusts asset allocations to minimize drawdowns while targeting superior benchmark returns.
By fully automating portfolio construction, investment, and risk management, PIE offers exponential amplification of analytical power compared to traditional asset management, enabling smarter, more adaptive investment strategies that optimize both risk and reward.Whether you're a seasoned investor or just starting to explore AI, this opportunity lets you experience firsthand how technology can elevate your investment strategy.
Key takeaway from Sanlam Presentation
Investors today face a multitude of challenges, from navigating volatile markets to achieving their financial objectives without exposing their portfolios to unnecessary risks. For those seeking a smoother investment journey, the Sanlam AI Global Managed Risk UCITS Fund provides a strategically designed solution. It leverages artificial intelligence to tactically allocate between equities and cash, smoothing returns and reducing the emotional and financial strain caused by market downturns. The fund is particularly attractive to those pursuing aggressive return outcomes while maintaining the risk characteristics of cautious or balanced profiles, offering the best of both worlds.
Additionally, the fund is structured to address key concerns such as liquidity, leverage, and currency risks. Its fully liquid portfolio allows for daily dealing without notice periods, ensuring that investors have access to their funds when needed, while avoiding leverage and currency risks through a simple yet robust asset mix. For those aiming to diversify their exposure to traditional, human-led fund management, this fund offers a compelling alternative. By eliminating human emotion and behavioral biases, it relies entirely on a proven AI-driven investment engine, providing a forward-thinking solution that complements traditional approaches and enhances overall portfolio resilience.
Fund Overview
A next-generation global tactical asset allocation strategy.
Powered 100% by AI, eliminating human bias and key-man risk.
Designed for diverse risk profiles with daily liquidity.
Key Features
Core Portfolio Solution: Equities and cash allocation.
AI-Driven Strategy: Automated portfolio construction and risk management; Weekly tactical allocation (52 decisions/year).
Risk Management Excellence: Minimizes drawdown and capital loss risks.
Strong Suitability: Matches diverse investor goals with balanced risk-return profiles.
Why Choose Sanlam AI Fund?
The Sanlam AI Global Managed Risk UCITS Fund offers a compelling investment proposition, combining cutting-edge innovation with robust risk management to meet the diverse needs of modern investors. A key differentiator is its simplicity and risk-conscious design. The fund avoids leverage, direct exposure to bond or property market risks, and currency risks, ensuring a focused and transparent investment approach. These attributes, combined with its ESG rating and a prestigious 5-star ranking from Morningstar, make it an appealing choice for investors seeking both sustainability and exceptional performance.
AI-Driven Risk Management: A Smart Investment Strategy
From an investor's perspective, the fund provides significant benefits through its AI-driven risk management approach. The portfolio structure is both diversified and streamlined, allocating 90% to a global equity tracker (MSCI World Index) and 10% to cash. This offers broad market exposure, built-in liquidity, and robust risk control powered by AI technologies.
The fund’s daily dealing at net asset value (NAV) ensures full liquidity, providing investors with the flexibility to access their funds whenever needed. This combination of simplified yet diversified asset allocation, daily liquidity, and AI-enhanced risk management creates a reliable, all-in-one portfolio solution. It effectively addresses key investment challenges while delivering consistent, high-quality outcomes.
Performance Highlights
Superior Total Returns: Outperformed the majority of Aggressive Funds over a market cycle; Consistent, stronger total return profile driven by AI.
Volatility Control: Comparable volatility to Balanced Funds, ensuring stability.
Effective Drawdown Management: Similar maximum drawdown profile to Cautious Funds; Minimizes capital loss and recovery times, prioritizing investor confidence.
Risk-Adjusted Returns: Strategic shifts between equities and cash enhance outcomes while mitigating risks; Demonstrated excellence in balancing risk tolerance and return objectives.
Ready to embrace the future of investing with AI? 🌐
For more information on the Sanlam AI Global Managed Risk Fund, email d.valdez@astraworldwide.com today. Let us guide you on how to get started and position yourself at the forefront of innovation in AI-powered investments. 🚀 Don’t miss out on the trend that’s reshaping the financial world!
Commentaires