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Sanlam Artificial Intelligence Investment Capability

At SGIS, we utilise an Artificial Intelligence (Ai) and Machine Learning (ML) investment engine in the management of a few of our investment solutions.

Most industries are embracing Artificial Intelligence (Ai) and Machine Learning (ML) to deliver improved services. Ai refers to the theory and development of computer systems that complete tasks normally requiring human intelligence and capability, such as recognising speech and making decisions. ML is modern-day machines’ ability to teach themselves and improve their own methods by recognising algorithms and data patterns. By combining these advancements, computer systems can now do things that humans often find challenging, like solving difficult equations and making accurate predictions based on data.

With our range of Ai and ML-driven funds, investors can have peace of mind about their investments. These funds can adapt as quickly as markets evolve to ensure smart investment choices and positive outcomes. To cater for different investment requirements, we offer diverse Ai and ML-driven investment solutions at SGIS.

Sanlam Ai Global Managed Risk Fund

“A next generation Global Allocation UCITS Fund with multi-application value for discretionary and advisory investors.”

The Sanlam Ai Global Managed Risk UCITS Fund is the world’s first global allocation UCITS fund to be 100% driven by Ai (Artificial Intelligence) and ML (Machine Learning) technologies.

Proposition

  • The strategy is 100% driven by Artificial Intelligence (Ai) operating without emotion or behavioural bias.
  • Ai autonomously analyses, learns from and identifies patterns in data in order to predict likely future market behaviour.
  • The portfolio consists of a global equities index and cash, while the Ai engine proactively adapts portfolio protection on a weekly basis in order to move equity exposure between 10-90%.

Offering suitability criteria across the investor risk-profile spectrum over a market cycle:

Total Return Global equities: Stronger outcome than Aggressive Funds
Volatility 2/3 of equities: Similar tolerance to risk to Moderate Funds
Maximum Drawdown 1/2 of equities: Similar capacity for loss to Cautious Funds

Purpose

The aim of the strategy is to provide a return similar to global equities over a market cycle, while minimising capital loss and time in loss risk throughout the cycle.

The Fund can be accessed through the Sanlam Global Investment Plan or through designated investment plans listed on the Fund Fact Sheet.

Sanlam Ai Global Managed Risk Fund

The Fund is a next generation balanced solution to help diversify your balanced/mixed-asset fund manager risks.

Target client:
Advisers: Balanced/Mixed-Asset/ Diversified Growth investors
Discretionary: Equity risk managed/Solvency II investors
Manager type:
Single manager (Not a fund of fund)
Investment process:
Artificial Intelligence & Machine Learning
Fund structure:
UCITS IV
Domicile:
Ireland
Regulator:
Central Bank of Ireland (CBI)
Listed exchange:
Irish Stock Exchange
Reporting Fund Status:
Yes
Based Currency:
USD
Additional Currencies:
GBP, EUR, CHF, SEK
Available Classes:
Retail, Institutional, Managed Accounts


Class Currency ISIN ISESedols Bloomberg Monthly Performance Report KII Documents Supplement
I USD (Base) IE00B94Q3M90 B94Q3M9 SPSGFIU ID Download Download Download
I GBP IE00B94Q3N08 B94Q3N0 SPSGFIG ID Download Download
I EUR IE00BSQXB830     Download Download
A USD (Base) IE00B94Q3B85 B94Q3B8 SPSGFAU ID Download Download
A CAD IE00BD084J19     Download Download
A GBP IE00B94Q3K76 B94Q3K7 SPSGFAG ID Download Download
A EUR IE00BSQXB277     Download Download
A CHF IE00BSQXB384     Download Download
A SEK IE00BSQXB491     Download Download
N USD (Base) IE00BSQXBG17 BSQXBG1   Download Download
N AUD IE00BD07TD76   Download Download
N GBP IE00BSQXBH24 BSQXBH2   Download Download
N2 GBP IE00BD081014   Download Download
N2 USD IE00BD07TF90   Download Download
FSB S65 Minimum Disclosure Document
I USD (Base) IE00B94Q3M90 B94Q3M9 SPSGFIU ID Download Download Download
Class I
Currency USD (Base)
ISIN IE00B94Q3M90
ISESedols B94Q3M9
Bloomberg SPSGFIU ID
FSB S65 Minimum Disclosure Document Download
KII Documents Download
Supplement Download
Class I
Currency USD (Base)
ISIN IE00B94Q3M90
ISESedols B94Q3M9
Bloomberg SPSGFIU ID
Monthly Performance Report Download
KII Documents Download
Supplement Download
Class I
Currency GBP
ISIN IE00B94Q3N08
ISESedols B94Q3N0
Bloomberg SPSGFIG ID
Monthly Performance Report
KII Documents Download
Supplement Download
Class I
Currency EUR
ISIN IE00BSQXB830
ISESedols  
Bloomberg  
Monthly Performance Report
KII Documents Download
Supplement Download
Class A
Currency USD (Base)
ISIN IE00B94Q3B85
ISESedols B94Q3S5
Bloomberg SP2NAID ID
KII Documents Download
Supplement Download
Class A
Currency CAD
ISIN IE00BD084J19
ISESedols
Bloomberg
Monthly Performance Report Download
KII Documents Download
Supplement Download
Class A
Currency GBP
ISIN IE00B94Q3S52
ISESedols B94Q3S5
Bloomberg SP2NAID ID
Monthly Performance Report
KII Documents Download
Supplement Download
Class A
Currency EUR
ISIN IE00BSQXB277
ISESedols  
Bloomberg  
Monthly Performance Report
KII Documents Download
Supplement Download
Class A
Currency CHF
ISIN IE00BSQXB384
ISESedols  
Bloomberg  
Monthly Performance Report
KII Documents Download
Supplement Download
Class A
Currency SEK
ISIN IE00BSQXB491
ISESedols  
Bloomberg  
Monthly Performance Report
KII Documents Download
Supplement Download
Class N
Currency USD (Base)
ISIN IE00BSQXBG17
ISESedols BSQXBG1
Bloomberg  
Monthly Performance Report
KII Documents Download
Supplement Download
Class N
Currency AUD
ISIN IE00BD07TD76
ISESedols
Bloomberg  
Monthly Performance Report
KII Documents Download
Supplement Download
Class N
Currency GBP
ISIN IE00BSQXBH24
ISESedols BSQXBH2
Bloomberg  
Monthly Performance Report
KII Documents Download
Supplement Download
Class N2
Currency GBP
ISIN IE00BD081014
ISESedols
Bloomberg  
Monthly Performance Report
KII Documents Download
Supplement Download
Class N2
Currency USD
ISIN IE00BD07TF90
ISESedols
Bloomberg  
Monthly Performance Report
KII Documents Download
Supplement Download

Sanlam Ai Global Managed Risk ZAR Feeder Fund

“A next generation Global Multi-Asset Flexible Fund with multi-application value for discretionary and advisory investors.”

The Sanlam Ai Global Managed Risk ZAR Feeder Fund seeks to provide long term capital growth through a flexible exposure to world equity markets.

Proposition

  • The strategy is 100% driven by Artificial Intelligence (Ai) operating without emotion or behavioural bias.
  • Ai autonomously analyses, learns from and identifies patterns in data in order to predict likely future market behaviour.
  • The portfolio consists of a global equities index and cash, while the Ai engine proactively adapts portfolio protection on a weekly basis in order to move equity exposure between 10-90%.

Offering suitability criteria across the investor risk-profile spectrum over a market cycle:

Total Return Global equities: Stronger outcome than Global Multi-Asset High Equity Funds
Volatility 2/3 of equities: Similar tolerance to risk to Global Multi-Asset Medium Equity Funds
Maximum Drawdown 1/2 of equities: Similar capacity for loss to Global Multi-Asset Low Equity Funds

Purpose

The aim of the strategy is to provide a return similar to global equities over a market cycle while minimising capital loss and time in loss risk throughout the cycle.

Sanlam Ai Global Managed Risk ZAR Feeder Fund

Ai Portfolios

The Sanlam Global Investment Solutions Ai Portfolios use the same predictive investment engine as the Sanlam Ai Global Managed Risk Fund (and therefore the same Artificial Intelligence and Machine Learning technology) to manage four Portfolios:

  • Sanlam Ai Conservative ETF Portfolio
  • Sanlam Ai Balanced ETF Portfolio
  • Sanlam Ai Growth ETF Portfolio
  • Sanlam Ai Dynamic ETF Portfolio

Unlike traditional, human-driven investment portfolios, Sanlam’s Ai Portfolios are 100% driven by Ai and ML with the predictive investment engine actively recommending asset allocations on a weekly basis. The Ai aims to address the investors’ primary concern which is the risk of capital loss and time in loss (the risk of an investment going down and then staying down) by providing a solution that can pro-actively adapt as quickly as markets evolve in order to supply investors with improved investment outcomes.

Ai Portfolios

The documents below provide further insights in to these solutions.

Sanlam Artificial Intelligence Portfolios Sales Aid
Introduction to Artificial Intelligence and Machine Learning
Sanlam Ai Conservative ETF Portfolio Fact Sheet
Sanlam Ai Balanced ETF Portfolio Fact Sheet
Sanlam Ai Growth ETF Portfolio Fact Sheet
Sanlam Ai Dynamic ETF Portfolio Fact Sheet
Sanlam Ai Global Managed Risk Fund Fact Sheet
Sanlam AI Global Managed Risk Fund Overview

Glacier Ai Flexible Fund of Funds

The Glacier Ai Flexible FoF has a South Africa Multi-Asset Flexible mandate diversified across cash, fixed interest and equity assets. It is allowed to invest up to 100% in equities of which up to 30% can be invested in foreign markets.

The fund combines the same active Ai proprietary fund management techniques with passive equity and fixed income investments (mainly through exchange traded funds – ETFs).

There are no limits on asset class exposure – the fund can go up to 100% in equities (with a 30% cap on foreign exposure). The fund targets CPI plus 5% over rolling three year periods and uses Ai to diversify away human manager risk.

Glacier Ai Flexible Fund of Funds

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