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The 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.
AI is poised to make a profound impact on the world over the next 5 years and beyond. Rapid advancements have led to the development of innovative technologies that are changing our way of life.
An exceptional performance track record annualising +16.75% since inception (GBP unhedged as at March 2025).
Past Performance is no guarantee of future returns.
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.
The fund was one of the pioneer AI funds within Europe when it launched in 2017 and provides exposure to companies benefiting from the growth or deployment of artificial intelligence.
Our approach works because we are genuinely agnostic about where we invest – that is, our investment universe does not begin and end in Silicon Valley. Our AI platform is a constant source of new ideas as it can scour company documents in a range of different languages (alphabetic and logographic), searching for the elements of AI that we have defined.
Within the fund, we hold a mix of established companies that are engaged with or deploying AI, as well as newer companies that are using or developing AI applications. We aren’t solely focused on the enabling technologies of AI – this is important because non-tech areas like healthcare, financials and the consumer and industrial sectors are all beginning to harness the power of AI.
GAI Q1 2025 (pdf)
DownloadDo 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.
The Fund invests mainly in North America, movements in exchange rates may result in frequent rises and falls in the Fund's share price. Exchange rate changes may cause the value of investments to go down as well as up
Landseer Asset Management UK LLP is authorised and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom which can be contacted at 12 Endeavour Square, London E20 1JN. Landseer is registered on the financial services register with firm reference number 951602 Landseer Asset Management (UK) LLP. Strictly Confidential. For professional investors only. Not to be distributed without approval. Past performance is not a guide to future performance. Capital is at risk. The value of investments may fall as well as rise. The material provided is for information purposes only and should not be construed as advice.
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Subject to regulatory approval, the Landseer Fund will be classified as an Article 8 Fund under the EU Sustainable Finance Disclosure Regulation (SFDR) in Q4 2021. The information provided in the ESG section of this website has been prepared on this basis but no guarantee can be provided that the Fund will be classified as an Article 8 Fund or as to the timelines in respect of the Article 8 classification.The information contained herein (the “Information”) is for the exclusive use of the intended recipient(s) and the accessing, reproducing or distributing of the Information by any other person is unauthorized and may be unlawful. LAM disclaims all liability for any loss or damage resulting from the receipt or use of the Information and does not warrant as to the completeness or accuracy of the Information. The Information does not constitute: (i) a binding legal agreement; (ii) legal, regulatory, tax, accounting, investment or other advice; (iii) an offer, recommendation or solicitation to buy or sell shares in any fund or any security, commodity, financial instrument or derivative linked to, or otherwise included in, a portfolio managed or advised by LAM; or (iv) an offer to enter into any other transaction whatsoever.
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