Unlocking AI Investment Potential Beyond the Tech Giants
For British savers seeking innovative ways to grow their wealth, artificial intelligence represents one of the most compelling investment opportunities of our generation. The Landseer Global Artificial Intelligence Fund, managed by seasoned experts Chris Ford and Tim Day, has emerged as a standout performer in this space, delivering an impressive 77.3% return over five years according to FE fundinfo data.
A Proprietary System That Spots Real AI Adoption
What truly distinguishes this fund is its sophisticated proprietary AI system, developed years before ChatGPT dominated headlines. This custom-built technology scans thousands of company filings and reports, analysing language patterns to identify businesses with genuine, commercially meaningful AI integration rather than superficial claims.
While household names like Nvidia, Microsoft, and Alphabet feature in its top ten holdings, approximately half of the portfolio invests in healthcare, consumer, and industrial sectors where AI is quietly revolutionising operations and driving profitability. This approach provides diversified exposure to the AI transformation spreading across the entire global economy.
Why Experts Recommend This Strategy
Darius McDermott, managing director at FundCalibre and Chelsea Financial Services, highlights three compelling advantages that set Landseer apart. First, its proprietary AI engine offers a unique analytical edge. Second, the strategy launched in 2017, giving it one of the longest track records in AI-focused investing. Third, approximately 40% of the fund invests outside the United States, capturing significant AI innovation occurring in Japan, Europe, the Middle East, and Asia that often goes unnoticed amid the hype surrounding American technology giants.
The fund charges ongoing fees of 0.82% and currently manages £1.45 billion in assets. McDermott suggests Landseer works well as a satellite holding to complement a core global fund, particularly for investors who believe in AI's transformative potential but want to avoid overconcentration in a handful of US mega-caps.
Navigating Current Market Conditions
In today's late-cycle economic environment, McDermott notes that valuations in major markets like the US appear stretched, with AI-related stocks driving much of the recent index performance. His approach involves trimming positions in overvalued areas and redirecting capital toward regions with more attractive valuations and genuine structural growth drivers, including emerging market equities and UK smaller companies.
For beginners facing market volatility, he emphasises the importance of staying invested rather than attempting to time the market. "The biggest mistake beginners make is panicking and selling at the bottom," McDermott cautions. "Investing is all about time in the market, not timing the market." He recommends regular portfolio reviews every six to twelve months to ensure appropriate risk levels and diversification.
As artificial intelligence continues reshaping global industries, the Landseer Global Artificial Intelligence Fund offers UK investors a sophisticated, proven approach to participating in this technological revolution while maintaining prudent diversification across sectors and geographies.
