Smith & Williamson Artificial Intelligence

A thematic equity fund investing in companies whose products or services are involved in Artificial Intelligence technologies.

Rather than betting on some large winners to emerge from the Information Technology sector, the managers look across industries for evidence of companies using Artificial Intelligence (AI) techniques. The managers believe that many winners from the AI revolution will be incumbent industry leaders who, through the adoption of AI, will enhance data analysis and entrench existing competitive advantages. For a company to meet the fund’s thematic purity criteria, the managers must demonstrate that AI forms a core part of a company’s economic value and that without the technology the company would not be able to operate.

Fund type Offshore FCA
Asset class Equities
Sector Thematic
Managed by Chris Ford & Tim Day
Held in EQ PortfoliosBest Ideas Cautious
Best Ideas Adventurous Plus
Best Ideas Balanced Plus
Best Ideas Cautious Plus
Best Ideas High Octane
Best Ideas Balanced
Best Ideas Adventurous

Manager Profile

Chris is co-manager of Smith & Williamson Artificial Intelligence Fund. Chris joined Smith & Williamson in May 2015 to manage the Smith & Williamson North American Equity Fund and Smith & Williamson Mid Ocean World Investment Fund. Chris joined from Pictet Asset Management where he managed Global and US equities. Prior to this he managed US equities at Schroders and US and technology equities at Aegon Asset Management. Chris graduated from the University of Nottingham with a BA (Hons) in Music, an MMus from the University of Glasgow and an MBA from the University of Edinburgh. Chris also holds the IMC.

Tim is co-manager of the Smith & Williamson Artificial Intelligence Fund. Tim joined Smith & Williamson in May 2015 to manage the Smith & Williamson North American Equity Fund and Smith & Williamson Mid Ocean World Investment Fund. Tim joined from Pictet Asset Management where he managed Global and US equities. Prior to this Tim managed global equities at Henderson Global Investors and US equities at Fleming Investment Management. Tim graduated from the University of Bath with a BSc (Hons) in Social Sciences, History and Philosophy.

Fund performance

Smith & Williamson Investment Management

Smith & Williamson was founded in 1881. For many years it has had two distinct business areas: a private and corporate tax and business services business, and an investment management and private banking function. In December 2002, Smith & Williamson merged with NCL (Securities) Limited, further strengthening its position as one of the leading independent financial advisory groups in the UK.