Providing investors with direct revenue exposure to companies in the Asia Pacific region that have the potential to harness the power of AI.

What is the strategy?

Investment strategy

The Sanlam Asia Pacific Artificial Intelligence Fund provides investors with direct revenue exposure to companies in the Asia Pacific region that have the potential to harness the power of AI.

By investing in the shares of these leading businesses, we can create a portfolio that is diversified in three ways:
 

Industry sector

Although much of the hardware and software that enables AI is developed by technology firms, the breadth of AI as a theme means that we can find investment opportunities in ‘defensive’ areas of the market (such as the healthcare and consumer sectors) and the more economically sensitive areas (such as industrials and financials). As we aren’t focusing on just one narrow area of the market (such as automation or robotics), we can build a portfolio that offers attractive growth characteristics but also resilience (compared to other narrowly focused ‘thematic’ funds) when markets are volatile.

Country exposure

Investment is spread across a range of key economies in the Asia (including Japan) region. As with the main Fund, there is no formal benchmark so the managers don’t have to invest in a particular country if there are no compelling investment opportunities there. Moreover, this is not a China fund; at launch, China and Hong Kong together are expected to account for less than 40% of the Fund’s geographical exposure.[1]


Company size

The Fund has the flexibility to invest in start-up or highly entrepreneurial firms with significant growth potential as well as more established businesses with strong market positions and competitive scale advantages. As with the global fund, all positions are scaled for liquidity, meaning that small-cap holdings will necessarily be smaller positions than large-cap companies that are broadly exposed to the theme.

 


[1] Source: Sanlam Investments, 30 September 2021.

Pure exposure to AI in Asia Pacific

Why invest?

  • Exposure to a rapidly evolving theme in a key geographic region that has emerged as one of the leading lights in AI, where innovation is rapid and AI is already embedded in everyday life

  • Managed by the same growth equities team that devised and runs the $1.2bn+ Sanlam Artificial Intelligence Fund

  • Proven, proprietary AI embedded in the investment process

  • High-conviction actively managed portfolio (35-40 holdings) with every position held on merit but diversified by sector, country and size

  • Huge range of industry-level opportunities due to the breadth and speed of the artificial intelligence theme and the disruption resulting from it

  • All positions sizes scaled for liquidity – as with the sister fund it will be run as if it were $1bn+ already

The Asia-Pac economies are pivoting towards productivity as the principal driver of economic activity in the region. AI is the vector through which productivity is being injected into businesses

Chris Ford, Fund Manager

Related articles

Sanlam Investments announces launch of Asia Pacific Artificial Intelligence Fund post image

Sanlam Investments announces launch of Asia Pacific Artificial Intelligence Fund

Sanlam Investments announces the launch of the Asia Pacific Artificial Intelligence Fund. It provides direct revenue exposure to companies in the Asia Pacific region that have the potential to harness the power of AI.
AI - Investing in the future  post image

AI - Investing in the future

Early adoption of artificial intelligence in your portfolio could benefit from an investment theme that's transforming life as we know it. Chris Ford explains.
Sanlam Artificial Intelligence Fund - A unique investment process post image

Sanlam Artificial Intelligence Fund - A unique investment process

Only by doing things differently can one truly yield different results. The Sanlam Artificial Intelligence Fund uses a unique, proprietary AI platform to identify suitable companies. Chris Ford, fund manager, explains this process and how it’s used to seek out true alpha.
Sanlam Simplifies Artificial Intelligence - Introduction post image

Sanlam Simplifies Artificial Intelligence - Introduction

Chris Ford, Fund Manager, gives an overview of the Sanlam Artificial Intelligence Fund, its philisophy and the reasons why it was launched in the first place.

Risks

The Fund invests mainly in Asia therefore investments will be vulnerable to sentiment in that market which may strongly affect the value of the Fund. 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.
Find out more
Contact us
Please agree to proceed. By doing so you agree that you have read and understood the foregoing disclaimer and confirm that you are a professional investor.

Please navigate to a service or product page and add the document to your brochure to continue.

Back
Name your brochure
Your details
Thank you!

Your brochure is on its way.

Brochure Confirmation - your brochure is on its way.

We hope you find this useful.

The value of investments and any income from them can fall and you may get back less than you invested.